Administrative Assistant / Paralegal (Estate Planning) Job at Robert Half (Durham)

Estate Planning Paralegal

Established and highly respected Orange County law firm seeks an Estate Planning...

Location

United States , Newport Beach

Salary:

90000.00 - 130000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

4+ years of Estate Planning experience
Paralegal certificate or bachelor's degree

Job Responsibility

Draft revocable living trusts, wills, powers of attorney, advance healthcare directives, trust amendments, trust restatements, certifications of trust, and related estate planning documents
Prepare trust funding documentation and assist with asset transfers involving real property, business interests, and financial accounts
Prepare and record deeds, including grant deeds, quitclaim deeds, and transfer deeds
Assist with trust administration matters, including trustee acceptance documents, beneficiary notifications, and administration checklists
Track trust administration deadlines and compliance requirements
Coordinate trust distributions and assist with trust account administration
Support attorneys with sophisticated estate planning and wealth preservation matters
Utilize Microsoft Office Suite, Adobe, and document management systems to maintain client files and workflow efficiency

What we offer

Medical coverage with employer contribution toward employee and dependent plans
Dental coverage for employees
401(k) plan with discretionary profit-sharing contribution
Year-end bonus
PTO and paid sick leave

Fulltime

Estate Planning Paralegal

A growing and client-focused estate planning practice in the northwest metro is ...

Location

United States , Maple Grove

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of experience as a paralegal supporting estate planning and/or probate practice
Strong working knowledge of: Minnesota probate procedures
Estate and trust administration processes
Estate planning document structures
Experience drafting estate planning instruments independently or with minimal supervision preferred
High level of organization and attention to detail, with the ability to manage multiple matters simultaneously
Strong interpersonal and communication skills, with a client-service mindset
Proficiency in Microsoft Office
experience with estate planning or practice management software is a plus

Job Responsibility

Draft estate planning documents, including: Wills, revocable and irrevocable trusts
Powers of attorney and health care directives
Ancillary transfer and funding documents
Assist with probate and trust administration, including: Preparing court filings and pleadings
Coordinating asset valuation and distribution
Communicating with personal representatives, trustees, and beneficiaries
Support attorneys in complex estate planning matters, including: Business succession planning
Tax-oriented estate planning strategies
Administration of high-net-worth estates
Manage client files from intake through closing, ensuring accuracy and organization of all documentation

What we offer

Health and Dental Insurance
401(k)
PTO
Disability Insurance

Estate Planning Paralegal

We are looking for an experienced Estate Planning Paralegal to join a respected ...

Location

United States , Richmond

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 5 years of paralegal experience, with substantial work in estate planning and probate matters
Demonstrated knowledge of wills, trusts, estate administration, and probate law procedures
Ability to manage multiple active files in a deadline-driven legal environment without sacrificing accuracy
Strong written and verbal communication skills for working with attorneys, clients, and outside parties
Excellent organizational skills and close attention to detail in document preparation and file maintenance
Detail-oriented demeanor and discretion when supporting individuals and families with sensitive legal matters
Prior experience assisting high-net-worth clients is strongly preferred

Job Responsibility

Prepare and revise estate planning documents such as wills, trusts, powers of attorney, and related probate filings with a high degree of accuracy
Partner with the attorney on complex planning strategies for high-net-worth clients, helping move matters forward efficiently and thoroughly
Support probate and estate administration cases from initial intake through final documentation and case closing
Communicate with clients to gather information, provide status updates, and ensure required records are completed and submitted on time
Maintain organized physical and electronic files so legal documents, correspondence, and case materials remain current and accessible
Coordinate signing appointments, notarization, and execution of legal documents while confirming all formalities are properly completed
Assist with attorney correspondence, deadlines, and overall case workflow to keep multiple matters progressing smoothly
Review case materials for completeness and follow up on missing information needed for estate planning and probate matters

What we offer

Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance
Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan

Fulltime

Probate and Estate Planning Paralegal

Robert Half is working with a law firm in Fort Worth that is seeking an experien...

Location

United States , Fort Worth

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of paralegal experience in probate, estate planning, or trust administration preferred
Paralegal certificate or equivalent legal experience preferred
Strong knowledge of probate procedures and estate planning documents
Experience preparing court filings and legal correspondence
Excellent organizational and time management skills
Strong written and verbal communication skills
High level of professionalism, discretion, and client service
Proficiency in Microsoft Office Suite and legal case management software
Experience working in a law firm environment
Familiarity with court e-filing systems

Job Responsibility

Assist attorneys with all aspects of probate and trust administration
Prepare and draft estate planning documents, including wills, trusts, powers of attorney, advance healthcare directives
Draft probate petitions, notices, inventories, accountings, and related court filings
File pleadings and other legal documents with probate courts
Maintain and organize physical and electronic case files
Communicate with clients, beneficiaries, financial institutions, and court personnel
Track deadlines and manage attorney calendars for probate and estate planning matters
Assist with asset collection, valuation, and distribution during estate administration
Support trust funding and post-execution estate planning matters
Conduct legal and factual research as needed

What we offer

Medical
Vision
Dental
Life and disability insurance
Company 401(k) plan

Fulltime

Estate Planning Paralegal

Immediate need for an experienced Estate Planning Paralegal to support a boutiqu...

Location

United States , Petaluma

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum 2+ years of experience as an Estate Planning Paralegal
Experience drafting common estate planning documents and assisting with trust funding
Strong organizational skills and ability to manage multiple priorities in a client-facing environment
Excellent written and verbal communication skills
Proficiency with Microsoft Office Suite
Comfortable working with Apple/Mac operating systems and standard office equipment
Ability to work onsite in Petaluma, CA

Job Responsibility

Draft estate planning documents including revocable and irrevocable trusts, wills, durable powers of attorney, advance health care directives, and HIPAA authorizations
Prepare supporting documents such as grant deeds, beneficiary change forms, claims forms, assessor documents, and trust funding documentation
Assist with trust funding by coordinating with financial institutions and advisors
Conduct client interviews and provide updates regarding estate planning matters
Prepare estate planning document packages and coordinate client signing appointments
Maintain organized case files and track tasks to ensure matters progress efficiently
Schedule client meetings, calls, and signing appointments
Provide occasional front office coverage and assist with administrative tasks such as filing, scanning, and document preparation

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Parttime

Estate Planning Paralegal

Immediate need for an experienced Estate Planning Paralegal to support a boutiqu...

Location

United States , Petaluma

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum 2+ years of experience as an Estate Planning Paralegal
Experience drafting common estate planning documents and assisting with trust funding
Strong organizational skills and ability to manage multiple priorities in a client-facing environment
Excellent written and verbal communication skills
Proficiency with Microsoft Office Suite
Comfortable working with Apple/Mac operating systems and standard office equipment
Ability to work onsite in Petaluma, CA

Job Responsibility

Draft estate planning documents including revocable and irrevocable trusts, wills, durable powers of attorney, advance health care directives, and HIPAA authorizations
Prepare supporting documents such as grant deeds, beneficiary change forms, claims forms, assessor documents, and trust funding documentation
Assist with trust funding by coordinating with financial institutions and advisors
Conduct client interviews and provide updates regarding estate planning matters
Prepare estate planning document packages and coordinate client signing appointments
Maintain organized case files and track tasks to ensure matters progress efficiently
Schedule client meetings, calls, and signing appointments
Provide occasional front office coverage and assist with administrative tasks such as filing, scanning, and document preparation

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan
free online training

Estate Planning Paralegal

A boutique estate planning law firm in Petaluma, California is seeking an experi...

Location

United States , Petaluma

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum 2+ years of experience as an Estate Planning Paralegal
Experience drafting common estate planning documents and assisting with trust funding
Strong organizational skills and ability to manage multiple priorities in a client-facing environment
Excellent written and verbal communication skills
Proficiency with Microsoft Office Suite
Comfortable working with Apple/Mac operating systems and standard office equipment

Job Responsibility

Draft estate planning documents including revocable and irrevocable trusts, wills, durable powers of attorney, advance health care directives, and HIPAA authorizations
Prepare supporting documents such as grant deeds, beneficiary change forms, claims forms, assessor documents, and trust funding documentation
Assist with trust funding by coordinating with financial institutions and advisors
Conduct client interviews and provide updates regarding estate planning matters
Prepare estate planning document packages and coordinate client signing appointments
Maintain organized case files and track tasks to ensure matters progress efficiently
Schedule client meetings, calls, and signing appointments
Provide occasional front office coverage and assist with administrative tasks such as filing, scanning, and document preparation as needed

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Parttime

Estate Planning Paralegal

A downtown Minneapolis law firm is seeking an experienced Estate Planning Parale...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3–10+ years of experience as an estate planning or probate paralegal in an in-house or law firm setting
Familiarity with probate and trust administration processes
Experience with preparation of federal estate tax returns
gift tax return experience preferred
Proficiency in MS Word, Excel, and probate court e-filing software
Strong organizational, time-management, and attention-to-detail skills
detail oriented written and verbal communication skills
Experience billing time in a law firm environment preferred

Job Responsibility

Provide paralegal support to attorneys in estate planning, probate, and trust administration matters
Prepare, review, and organize legal documents, correspondence, and client files
Assist with the administration of probate estates and trusts, including tracking assets, deadlines, and required filings
Coordinate court filings, notices, and service requirements
Communicate with clients, beneficiaries, courts, and third parties as needed
Maintain and update case management systems and calendars
Assist with the preparation of tax-related documents, including estate and gift tax returns, as applicable
Ensure compliance with court rules, filing deadlines, and firm procedures

What we offer

401k (with match)
Health
Dental
PTO
Paid Holidays
Hybrid scheduling
medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

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Administrative Assistant / Paralegal (Estate Planning)

Job Description

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