Key skills
CommunicationRemote Work
About this role
Role Overview
- Provide comprehensive paralegal support in estate planning and probate matters, including drafting and preparing legal documents
- Assist with preparation of wills, trusts, powers of attorney, advance healthcare directives, and related estate planning documents
- Support probate and trust administration, including preparation of petitions, inventories, accountings, and court filings
- Utilize estate planning drafting software such as WealthCounsel, ElderCounsel, or similar platforms to generate and manage documents
- Assist with asset identification, beneficiary coordination, and document organization
- Communicate professionally with clients, courts, and third parties throughout the estate administration process
- Maintain and organize case files, track deadlines, and ensure timely filings
- Assist with estate funding and post-execution follow-up
- Adapt quickly to new legal workflows and client preferences, supporting matters from intake through resolution
Requirements
- Minimum 3 years of experience working in Estate Planning and Probate
- Bachelor's degree required
- Minimum availability of 20 hours/week to start
- Ability to work independently and manage multiple cases
- Strong attention to detail and communication skill
- Proficiency with Microsoft Office and Adobe
- Experience with legal software (Clio or similar is a plus)
- Experience with Estate Planning software such as Wealth Counsel
- Windows-based computer preferred
- Availability and responsiveness within 1 hour during standard business hours (9:00 AM – 6:00 PM)
Benefits
- Medical, dental, and vision coverage
- Paid sick time and employee discounts
- Quarterly performance bonuses
- Reimbursement of certain expenses
- Professional development and advancement opportunities
- Supportive and inclusive remote work culture