Estates and Trust Coordinator jobs in United States
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Duane Morris LLP · 23 hours ago

Estates and Trust Coordinator

Duane Morris LLP is a global law firm offering innovative solutions to legal and business challenges. The Estates and Trust Coordinator will provide administrative and junior paralegal support to the Private Client Services team, assisting with estate planning and trust administration tasks.

AdviceInformation ServicesLegal
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H1B Sponsor Likelynote

Responsibilities

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
Provides administrative assistant services to attorneys in the group as needed
Assists with estate administration projects including large estate tax filings (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
Assists with capital calls and completing subscription documents
Assists with additional various junior level paralegal tasks as requested

Qualification

MS WordExcelOutlookAdministrative experienceOrganizational skillsAttention to detail

Required

Highly organized, detailed oriented, industrious and well-rounded individual
Post-high school education required
1-2 years of related administrative experience is preferred
Proficiency in MS Word, Excel and Outlook required
Must be able to lift and move up to 10 lbs and use a ladder to climb/reach items
Position requires working onsite 5 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
401k and Pension Plan
22 PTO days, 11 paid holidays
Employee Referral Bonus ($3,000.00)

Company

Duane Morris LLP

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Duane Morris LLP, a law firm with more than 900 attorneys in offices across the United States and internationally, is asked by a broad array of clients to provide innovative solutions to today's legal and business challenges.

H1B Sponsorship

Duane Morris LLP has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (1)
2023 (1)
2022 (5)
2021 (1)
2020 (4)

Funding

Current Stage
Late Stage
Total Funding
$13.6M
2018-06-05Series Unknown· $13.6M

Leadership Team

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Alex Karasik
Partner
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Damon Vocke
Partner, Head of Corporate & Regulatory Insurance Litigation
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Company data provided by crunchbase