What are the responsibilities and job description for the Trust and Estate Attorney or Paralegal position at MRK Wealth Advisors?
Company Description
MRK Wealth Advisors is an independent, fee-only firm combining the flexibility and fiduciary duty of an independent practice with the in-depth research and support of Summit Financial LLC. With over 25 years of experience, our advisors specialize in financial planning, employee compensation, and wealth management for executives in the pharmaceutical industry, including Merck and Organon. Recognized as the top financial services provider by Life Science Magazine in 2024, MRK Wealth Advisors serves clients nationwide from our base in Doylestown, PA.
Role Description
This is a full-time, on-site role based in Doylestown, PA, for a Trust and Estate Attorney or Paralegal. Responsible for reviewing and summarizing client estate planning documents, modeling client estate plans, conducting research, and assisting with trust and estate matters. The role requires strong communication skills and the ability to work closely with advisors and clients to ensure accurate and efficient legal support.
Qualifications
- Knowledge of Law and Legal Document Preparation
- Five years of trust and estate experience
- Experience in Research and Document Review
- Strong Communication skills
- Excellent attention to detail and organizational skills
- Ability to work independently and collaboratively in an on-site setting
- Law Degree or Paralegal certification
Salary : $60,000 - $120,000