Paralegal – Estate​/Probate

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

• 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 Flex Draft is helpful, but not a requirement.

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