Paralegal – Estate/Probate
Professional Alternatives
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Job ID#: 32268
Paralegal – Estate Planning & Probate
Duties and Responsibilities:
- Draft and prepare estate planning documents, including wills, trusts, powers of attorney, and advance directives
- Assist in preparation and filing of probate documents and court filings
- Coordinate signing meetings, notary services, and document execution
- Review and analyze financial documents, beneficiary designations, and asset information
- Assist attorneys with estate and trust administration, including marshaling assets, preparing inventories, and coordinating asset distributions
- Communicate with clients, financial institutions, and court personnel in a professional and courteous manner
- Maintain and organize client files, both physical and digital, in accordance with firm procedures
- Track deadlines and manage calendars related to court filings, trust funding, and other case milestones
- Support attorneys with research, correspondence, and preparation of IRS and state tax forms related to estates and trusts (e.g., Form 706, Form 709, etc.)
- Perform other administrative and legal support tasks as needed
Qualifications:
- Minimum 4 years of experience as a paralegal, with at least 2 years in estate planning and/or probate law preferred
- Associate’s or bachelor’s degree; paralegal certificate from an ABA-approved program preferred
- Strong knowledge of estate planning documents, probate process, and trust administration
- Familiarity with court, state, and county filing systems, probate procedures, and relevant legal terminology
- Proficiency in Microsoft Office (Word, Excel, Outlook), document management systems, and legal billing software
- Exceptional organizational skills and attention to detail
- Strong written and verbal communication skills
- Ability to manage multiple tasks and deadlines efficiently
- High degree of discretion and confidentiality in handling sensitive client information
- Experience with legal software such as Westlaw, GEMS, Interactive Legal Suite, and FlexDraft is helpful, but not a requirement.
Founded in 1998, Professional Alternatives is an award-winning recruiting and staffing agency that utilizes technology and relationships to deliver top talent. Connect with us today!
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*Due to the high volume of applications we receive, we are not able to personally respond to all applicants. However, if you are selected to move forward in the hiring process, you will be contacted regarding next steps.