Join Our Team!
As one of the Philadelphia region’s largest multi-practice law firms, with offices in Montgomery County and Center City, we offer a dynamic, collaborative environment where professionals are supported and encouraged to grow.
Estate Planning
Legal Assistant/Paralegal
Location: Lansdale, PA (Montgomery County)
Position Type: Full-Time
We are seeking an experienced and motivated legal assistant to join our Estate Planning Department.
In this role, you will support attorneys in a wide range of estate planning matters, including the preparation of wills, trusts, powers of attorney, and other related documents. You will work closely with clients to gather information, ensure a smooth and thoughtful planning process, and help coordinate document execution and file management while maintaining strict attention to detail and deadlines.
This is an excellent opportunity for a detail-oriented individual with experience in estate planning who is looking to contribute to a collaborative, client-focused practice.
Key Responsibilities:
Prepare, review, and manage estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives
Assist attorneys with the estate planning process from initial client intake through document execution and finalization
Communicate with clients to gather necessary information and ensure accuracy of documents
Coordinate and schedule client meetings, signings, and notarizations
Maintain and update client files, ensuring all documents are properly organized and stored
Track and manage deadlines, follow-ups, and outstanding client items
Draft correspondence and assist with client communications in a professional and timely manner
Provide support with probate and estate administration tasks, as applicable
Maintain confidentiality of sensitive client information at all times
Provide general administrative support and collaborate with team members to meet client and firm objectives
Qualifications:
Minimum of three (3) years legal assistant experience in estate planning and/or estate administration
Strong knowledge of estate planning documents, including wills, trusts, powers of attorney, and advance directives
Experience assisting with probate and estate administration preferred
Ability to manage multiple deadlines and maintain an organized calendar system
Strong drafting skills for legal documents and client correspondence
Excellent attention to detail and organizational skills
Strong written and verbal communication skills, with a client-focused approach
Ability to work independently and collaboratively in a team environment
Proficiency in Microsoft Office and legal document management systems
Paralegal certification or equivalent experience preferred
Why Join Us
Collaborative work environment
Opportunity to work on meaningful estate planning matters that help individuals and families plan for the future and secure their legacy
Professional growth and development opportunities
Competitive compensation and benefits
To Apply
Qualified candidates are encouraged to submit a resume and cover letter for consideration to Joseph Gorman.