Paralegal, Trusts & Estates

Department: Business and Transactions

About Us

Ballard Spahr is a nationally recognized law firm with more than 750 lawyers across 19 offices in the United States. A career at Ballard Spahr means joining a team of talented mentors, colleagues, and friends, supported by strong leadership that actively encourages professional growth.

Why Join Us?

• Innovative Work Environment: Become part of a forward-thinking firm that enjoys substantial support and visibility from the firm’s executive leadership.
• Professional Development: Take advantage of continuous learning opportunities and avenues for career growth.
• Inclusion: Join a Business Resource Group and share cultural, experiential, or job-related interests, experiences, and/or backgrounds.
• Impactful Contributions: Play a pivotal role in developing industry-leading solutions that make a significant difference in legal practice and client service.

Your Role

Under the supervision of a Business and Transactions lawyer, a Trust and Estates Paralegal will assist more senior paralegals administer complex estates and trusts, independently administer estates and trusts and post account information to a fiduciary accounting program.

• Maintain financial records for use in fiduciary accounting and tax preparation.
• Prepare fiduciary accountings.
• Prepare probate documents and related papers.
• Identify, gather and arrange valuation of decedent’s assets and perform tasks required to administer estates from probate through final settlement.
• Have frequent interaction with clients and their advisors.

What We’re Looking For

• Detail-Oriented: Keen attention to detail with the ability to manage multiple priorities and deadlines independently.
• Growth Mindset: Self-motivated with a passion for continuous learning and problem-solving.
• Communication: Strong verbal and written communication abilities.

Required Experience

• A bachelor’s degree and/or paralegal certificate preferred, and previous relevant experience in Trust and Estates.
• Experience with accounting and tax preparation software such as OneSource/Zane, GEMs, or ProSystem fx, and proficiency with Outlook, Word, and Excel.