Estates and Trust Coordinator

About the role

Duane Morris LLP, a global law firm with 900+ attorneys, is seeking an Estates and Trust Coordinator for its Private Client Services team in Philadelphia. The team provides complex estate planning and estate and trust administration services to individuals, charitable organizations, and fiduciaries. The Coordinator will provide wide‑ranging and substantive administrative and junior paralegal support.

Responsibilities

• Serve as a main point of contact for maintenance and upkeep of the Private Client Services department document database (“Will Vault”).
• Process incoming original documents by verifying completeness; sort, code, and store originals according to Will Vault procedures.
• Assist with estate administration projects, including large estate tax filings (exhibit assembly, certified mail, etc.).
• Assist with the annual gift tax project (maintain gift tax return ledger, prepare and file extensions, handle client correspondence, assemble exhibits, coordinate DocuSign executions, certified mail, etc.).
• Provide administrative assistant services to attorneys as needed.
• Assist with trust administration projects, including preparation of annual client notice letters.
• Assist with capital calls and completion of subscription documents for trust investments.
• Perform additional junior‑level paralegal tasks as requested.

Qualifications

• Highly organized, detail‑oriented, industrious, and well‑rounded.
• Post‑high school education required.
• 1–2 years of related administrative experience preferred.
• Proficiency in Microsoft Word, Excel, and Outlook required.
• Ability to lift and move up to 10 lb and use a ladder to climb/reach items.
• On‑site work required five days per week.

Benefits

• Comprehensive healthcare, dental, vision, and prescription plans.
• Commuter, HSA, and FSA spending accounts.
• Short‑term and long‑term disability and life insurance coverage.
• 401(k) and pension plan.
• 22 PTO days and 11 paid holidays.
• Employee referral bonus of $3,000.

Accommodation

If you need assistance or a reasonable accommodation due to a disability during the application or recruiting process, please contact Nate Maxwell at 215‑979‑1000.