Wealth Planning Paralegal

Wealth Planning Paralegal - $80,000 to $100,000 plus bonus (HYBRID WORK SCHEDULE)Unique opportunity to join a growing financial services firm in the suburbs of Philadelphia as a Wealth Planning Paralegal.After a 90 day onboarding process, this role can be aggressively hybrid - working 3-4 days a week remotely. This client has a proven track record of flexibility, excellent work / life balance and being extremely family friendly.Job responsibilities include-Estate Administration - including preparing and filing probate documentsTrust Administration - including preparing withdrawal right notices and appointments of successor trusteesPrepare Trust and Estate accountingsDraft simple wills and correspondencePreparation of Federal and State estate Tax Returns and Federal Gift Tax ReturnsOur client is an outstanding organization that is committed to providing a career track for this hire. I will only respond to qualified candidates living within 90 miles of South Central Pennsylvania.Adam.Fisher@

Created: 2025-03-08