Trust and Estates Paralegal

About the role

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