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Trust Administration Paralegal Jobs (NOW HIRING)

TekSky

Estate/Trust Administration Paralegal

York, PA · On-site

About the Role seeking an experienced Estate & Trust Administration Paralegal who can work independently and confidently handle Pennsylvania-specific estate matters in a remote environment. Key ...

Personnel Management Solutions, Inc.

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Estate Planning & Trust Administration Paralegal

Troy, MI · On-site

$75K - $95K/yr

Estate Planning & Trust Administration Paralegal First-class Troy law firm is in need of an estate planning paralegal to join their estate planning and trust administration department. Candidate must ...

JRG Partners

Probate & Trusts Paralegal

Naples, FL · On-site

$150K/yr

Senior Probate & Trust Administration Paralegal - Naples, FL About the Firm: Our boutique law firm guided by the belief that our clients deserve high-quality and individualized attention. Our elite ...

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Trust Administration Paralegal information

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$33.5K

$71.4K

$108.5K

How much do trust administration paralegal jobs pay per year?

As of Jul 29, 2026, the average yearly pay for trust administration paralegal in the United States is $71,376.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,500.00 and $89,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Trust Administration Paralegal, and why are they important?

To thrive as a Trust Administration Paralegal, you need a solid understanding of trust and estate law, strong organizational abilities, and typically a paralegal certificate or relevant legal experience. Familiarity with legal research databases, document management systems, and accounting software is often required. Attention to detail, discretion, and effective communication with clients and attorneys are standout soft skills in this role. These competencies ensure accurate handling of sensitive trust matters, efficient workflow, and the highest standard of client service.

What does a Trust Administration Paralegal do?

A Trust Administration Paralegal assists attorneys and clients with the administration of trusts after someone passes away or during the lifetime of the trust. Their responsibilities include preparing legal documents, gathering and organizing financial information, communicating with beneficiaries, and ensuring the trust complies with legal and tax requirements. They help facilitate the transfer of assets, handle paperwork for distributions, and maintain detailed records throughout the process. Their work supports both the legal team and the clients to ensure the trust is managed efficiently and according to the law.

What are some common challenges faced by Trust Administration Paralegals in managing complex estates?

Trust Administration Paralegals often encounter challenges such as navigating intricate trust documents, coordinating with beneficiaries who may have conflicting interests, and ensuring compliance with ever-changing state and federal regulations. Managing tight deadlines for tax filings and asset distributions also requires strong organizational skills. Collaboration with attorneys, accountants, and financial advisors is essential to ensure the trust is administered smoothly and in accordance with legal requirements.

What is the difference between Trust Administration Paralegal vs Estate Planning Paralegal?

AspectTrust Administration ParalegalEstate Planning Paralegal
CredentialsParalegal certification, legal assistant experienceParalegal certification, legal assistant experience
Work EnvironmentLaw firms, trust companies, financial institutionsLaw firms, estate planning firms, financial advisors
Employer & Industry UsageCommonly employed in trust and estate managementPrimarily involved in estate planning and drafting documents
Comparison Search IntentYesYes

The main difference between a Trust Administration Paralegal and an Estate Planning Paralegal lies in their focus. Trust Administration Paralegals handle the ongoing management and administration of trusts, ensuring compliance and proper distribution. Estate Planning Paralegals primarily assist in drafting estate planning documents like wills and trusts. Both roles require similar credentials and are found in law firms and financial institutions, but their day-to-day tasks and client interactions differ.

More about Trust Administration Paralegal jobs
What states have the most Trust Administration Paralegal jobs? States with the most job openings for Trust Administration Paralegal jobs include:
What job categories do people searching Trust Administration Paralegal jobs look for? The top searched job categories for Trust Administration Paralegal jobs are:
Trust Administration Paralegal jobs near you

Estate/Trust Administration Paralegal

TekSky

York, PA • On-site

Full-time

Posted 17 days ago

Job description

About the Role
seeking an experienced Estate & Trust Administration Paralegal who can work independently and confidently handle Pennsylvania-specific estate matters in a remote environment.
Key Responsibilities
  • Manage Pennsylvania Estate and Trust Administration matters from start to finish
  • Prepare and file PA Inheritance Tax Returns
  • Prepare Fiduciary Tax Returns (Form 1041)
  • Utilize Lackner 6-in-1 Probate & Trust Administration software
  • Assist attorneys with drafting and reviewing estate, trust, and probate documents
  • Review client financials and identify potential tax liabilities
  • Communicate directly with clients, financial institutions, and government agencies
  • Maintain organized, accurate case files and documentation

Required Qualifications
  • Proven experience in PA Estate & Trust Administration
  • Strong working knowledge of PA Inheritance Tax Returns and Fiduciary Returns
  • Hands-on experience with Lackner 6-in-1 software
  • Paralegal certification or equivalent hands-on experience
  • Ability to work independently with minimal supervision
  • Strong organization, attention to detail, and communication skills

Apply