Estate Planning, Probate Paralegal

Role Overview

• Draft, revise, proofread, and finalize estate planning documents, including wills, revocable trusts, amendments, pour-over wills, health care powers of attorney, financial powers of attorney, living wills, HIPAA authorizations, and related ancillary documents, consistent with applicable requirements.
• Prepare signature packets; coordinate notarization and witnessing; manage execution ceremonies and post-execution document handling (scanning, delivery, storage, and indexing).
• Assist with trust administration matters, including gathering and organizing asset information, preparing beneficiary communications, and tracking tasks and deadlines.
• Support probate matters from initiation through closing, including assembling intake information, preparing checklists, and drafting routine pleadings, notices, and correspondence under attorney supervision.
• Prepare and manage probate court filings (e-filing where applicable), service of process, publication requirements, and calendaring of statutory and court deadlines.
• Request and track certified documents (e.g., death certificates, letters of appointment, certified court orders) and coordinate with financial institutions, title companies, and other third parties.
• Assist with preparation of inventories, accountings, proposed distributions, and closing documentation as directed by attorneys.
• Maintain accurate case management records, client data, time entries (if applicable), and document versions; ensure files comply with firm standards and confidentiality requirements.
• Communicate professionally with clients, beneficiaries, fiduciaries, court staff, and opposing counsel; provide status updates and request information as needed.
• Perform legal and factual research related to probate procedure and local court rules as assigned (non-attorney, non-legal-advice capacity).

Requirements

• Paralegal certificate from an ABA-approved program or equivalent combination of education and experience.
• 2+ years of experience as a paralegal supporting estate planning and/or probate matters, with demonstrated working knowledge of probate processes and terminology.
• Familiarity with trust and estate planning documents, execution formalities, and common workflows.
• Experience preparing court filings, managing deadlines, and maintaining organized electronic and paper files.
• Proficiency with Microsoft Office (Word, Outlook, Excel) and document management/case management systems.
• Strong proofreading, formatting, and attention to detail; ability to produce accurate work under deadlines.
• Excellent written and verbal communication skills; professional client service demeanor.
• Ability to handle sensitive and confidential information with discretion.

Benefits

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options