Paralegal

OVERVIEW: Duane Morris LLP, a global law firm with 900+ attorneys in offices across the U.S. and around the world, offers innovative solutions to the legal and business challenges presented by today’s evolving global markets.

SUMMARY: Our Private Client Services team provides complex, sophisticated services to individuals, charitable organizations and fiduciaries. The Paralegal will be responsible for supporting attorneys in all phases of trust and estate administration.

ESSENTIAL FUNCTIONS:

• Serves as main point of contact for the maintenance and upkeep of the Private Client Services department document database (“Will Vault”)

• Processes incoming original documents by verifying completeness; sorts, codes and stores original documents according to Will Vault procedures

• Assists with estate administration projects including large estate tax filings (preparing returns, exhibit assembly, certified mail, etc.)

• Assists with annual gift tax filings (maintenance of gift tax return ledger, extension preparation and filing, exhibit assembly, certified mail, etc.)

• Assists with trust administration projects including annual client notice letters

• Prepares required reports/disclosures in connection with Corporate Transparency Act compliance

• Prepares probate related documents

• Coordinates life insurance premium payments

• Assists with capital calls and completing subscription documents

• Will also be expected to communicate with clients and intermediaries directly in connection with trust and estate administration matters

PREFERRED QUALIFICATIONS, EDUCATION AND EXPERIENCE:

• Interested in career-oriented candidates with at least 3 years of related experience and a strong desire to further their career in the trust and estates field.

• Highly organized, detail oriented, industrious and well-rounded

• Ability to multi-task and prioritize assignments to meet tight deadlines.

• Strong mathematical aptitude and strong Excel skills.

• A commitment to providing excellent client service required

• Bachelor’s degree or paralegal certification required.

BENEFITS:

• Comprehensive healthcare, dental, vision, and prescription plans.
• Commuter, HSA and FSA spending accounts
• Short-term and long-term disability and life insurance coverage
• 401k and pension plan
• 22 PTO days, 11 paid holidays
• Employee referral bonus ($3,000.00)

EEO STATEMENT: Duane Morris is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, gender identity or expression, marital status, national origin, physical or mental disability, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please contact us at 215-979-1000.

DATA PRIVACY STATEMENT: Duane Morris LLP is a limited liability partnership organized under the laws of Delaware. References in this privacy notice to “Duane Morris”, “we” or “us” are references to Duane Morris LLP and our affiliated entities. This privacy notice together with our Website Disclaimer and (if applicable) our relevant terms of business or other contract between us (if applicable) set out the basis on which Duane Morris processes your personal data (and any mandated controller/processor information). Reference in this privacy notice to “personal data” means any information that identifies, or could reasonably be used to identify, a living individual, either on its own or together with other information. Our “Website” means this website and any other websites of Duane Morris. Duane Morris is committed to protecting personal data and respecting your privacy. Please read this notice carefully to understand our practices with respect to personal data and how we treat it and how you can exercise your rights in connection with it. You should also read any other privacy notices that we give to you, that might apply to our use of your personal data in specific circumstances from time to time.

Disclaimer

• The above is intended to describe the general content of and requirements for the performance of this job. It is not a contract or employment agreement and is not to be construed as an exhaustive statement of all functions, responsibilities or requirements. In addition, Duane Morris reserves the right to amend, suspend or terminate any benefit plan, in whole or in part, at any time. The authority to make such changes rests with the Plan Administrator.