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Beacon Hill is seeking an experienced Trust & Estate Paralegal to join a well-established wealth management and estate planning team in Doylestown, PA. This is a client-facing opportunity for a seasoned trusts and estates professional who enjoys working closely with advisors, clients, and outside counsel to support sophisticated estate planning matters.
This role is primarily onsite, with some flexibility for a hybrid schedule. Candidates with tax experience may be considered for a full-time, expanded role. Attorneys (JD) with relevant trust and estate experience are also encouraged to apply.
Responsibilities:
- Review, analyze, and summarize estate planning documents, including trusts, wills, powers of attorney, and related instruments
- Assist with trust and estate administration matters
- Model and review client estate plans and planning strategies
- Conduct legal and tax-related research as needed
- Prepare legal documents and correspondence
- Work directly with clients, financial advisors, and outside counsel
- Maintain accurate records and ensure timely completion of client matters
- Provide exceptional client service while managing multiple priorities
Qualifications:
- Minimum of 5 years of trust and estate experience
- Strong knowledge of estate planning and trust administration
- Experience reviewing legal documents and conducting research
- Excellent written and verbal communication skills
- Highly organized with exceptional attention to detail
- Ability to work independently and collaboratively
- Paralegal certification preferred
- JD candidates with trust and estate experience will also be considered
- Tax experience is a plus
Location: Doylestown, PA
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