Estate and Probate Paralegal Job at Robert Half (New Albany)

Trust & Estates Paralegal

McCarter & English, LLP is seeking a Trust & Estates Paralegal to be based in ou...

Location

United States , Newark

Salary:

50000.00 - 110000.00 USD / Year

McCarter & English

Expiration Date

Until further notice

Requirements

Bachelor’s degree or certificate in paralegal studies program required
Previous estate planning and administration experience preferred
New Jersey Notary Public preferred (New York Notary Public a plus)
Ability to interact on a friendly, knowledgeable basis with clients and outside advisors
Good communication and teamwork skills
Coordinate with vendors as needed, manage software updates with the firm’s IT department
Coordinate logistics and assist attorneys during client meetings and document executions
Maintain attorney calendars
Perform legal, factual and internet research
Perform records research

Job Responsibility

Prepare initial drafts of wills, trusts, durable powers of attorney, advance directives for medical care for attorney review
Assist in updates to beneficiary designations to coordinate with new estate planning documents
Organize paper and electronic estate planning files
Work closely with attorneys and assistants in docketing and final presentation of documents to clients
Maintain list of gift tax returns required on an ongoing basis
Prepare U.S. Gift Tax Return (Form 709) and its exhibits for attorney review
Monitor deadlines in connection with numerous estates
Work with clients to assemble information needed for probate or administration
Maintain organized paper and electronic files on a current basis
Prepare documents needed to commence the probate / administration process

What we offer

Firm-Paid: Basic life and accidental death and dismemberment (AD&D) insurance and short-term (ST) and long-term (LT) disability benefits
Health & Wellness: Comprehensive medical/prescription drug coverage (the Firm pays a share of the cost), including a high deductible health plan with an annual Firm health savings account (HSA) contribution
Employee-Paid Voluntary Benefits: Dental and vision coverage, supplemental health plans (accident, cancer and critical illness), flexible spending accounts, optional life and AD&D insurance (supplemental employee, spouse and child) and supplemental STD coverage
Retirement: 401(k) plan offering three types of contributions: pre-tax, Roth and after-tax contributions
Time Off: Paid Time Off (PTO), paid holidays, and leaves of absence to support work-life balance (e.g. parental leave)
Free and confidential employee assistance program (EAP) and behavioral health services program
Firm-paid back-up child/elder care, academic support and pet care program
Tax-advantaged college savings 529 Plan
Employee discounts through Working Advantage
Eligibility for discretionary bonus

Fulltime

Private Client Paralegal

Exciting opportunity for a Private Client Paralegal. Work directly with a senior...

Location

United Kingdom , Horley

Salary:

Not provided

Douglas Scott

Expiration Date

Until further notice

Requirements

Demonstrated experience as a Private Client Paralegal with a strong understanding of legal procedures and documentation
Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues
Proficient in managing and organizing legal documentation with meticulous attention to detail
Ability to work independently and collaboratively in a fast-paced legal environment
Dedication to delivering high-quality service and maintaining client confidentiality

Job Responsibility

Work and learn directly from a senior solicitor, gaining invaluable insights and mentorship
Pave your career path with the opportunity to qualify while contributing to high-impact cases
Join a dynamic team dedicated to providing exceptional legal services to our private clients

Paralegal - Private Client

The role is within the award-winning Private Client team at Shakespeare Martinea...

Location

United Kingdom , Birmingham

Salary:

Not provided

Ampa - Legal & Professional Services

Expiration Date

Until further notice

Requirements

6 months’ previous experience in a legal team
Probate Estate Administration experience
basic accountancy skills for reconciling client accounts
good numeracy skills
competent knowledge of Microsoft Excel
strong written and oral communication skills
exceptionally organised
used to working efficiently and accurately in a busy and varied role
professionalism, diplomacy and sensitivity in communications
caring nature

Job Responsibility

assisting with probate and estate administration cases
running own cases under supervision
using case management programmes
liaising with clients
liaising with other professionals (e.g., financial advisers, accountants)
document production (e.g., PowerPoint presentations, seminar materials, Excel spreadsheets, marketing material)
legal research
handling own cases in time
managing deadlines and competing priorities
thinking ahead to meet the needs of lawyers and clients

What we offer

agile working
blended approach to where and how we work
flexible working
training provided

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

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

Tax and Wealth Planning Paralegal

Seeking a Taxation and Wealth Planning Paralegal for a firm’s San Francisco offi...

Location

United States , San Francisco

Salary:

100000.00 - 125000.00 USD / Year

Benchmark Makers

Expiration Date

Until further notice

Requirements

BA or BS degree strongly preferred
Associate's degree or paralegal certificate with eight years of comparable work experience
Minimum of eight (8) years of experience
Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook
Working knowledge of tax preparation software, such as EstateWorks, Gems, and Zane or similar products
Ability to work with numbers (e.g., basic math, spreadsheets, bank statements)
Excellent written and verbal communication skills
Strong problem-solving skills
Strong organizational skills
Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously

Job Responsibility

Calendar management, including tax-related deadlines and client calls/meetings
Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns
Estate administration, including prepare and file probate documents, advise and respond to clients
Trust administration, including prepare withdrawal right notices and appointments of successor trustees
Prepare trust and estate accountings
Draft simple wills and correspondence
Apply for tax identification numbers
Prepare and file deeds and related documents, review deed records
Form entities with Secretary of State office
Prepare corporate minutes and maintain minute books

Fulltime

Estate Planning and Probate Paralegal

Join Woven Legal LLC as a Part Time Estate Planning Paralegal and embrace the fl...

Location

United States , Miami

Salary:

30.00 - 31.00 USD / Hour

Woven Legal

Expiration Date

Until further notice

Requirements

strong background as a paralegal working estate planning
Probate and Guardianships
excellent organizational skills
proficiency in legal software and tools relevant to estate management
strong analytical abilities
effective communication skills
attention to detail
proactive problem-solving mindset

Job Responsibility

gather essential data related to current estate plans and assessing assets
draft wills, codicils, trust agreements, and necessary amendments
manage the preparation and recording of powers of attorney
locate witnesses for wills and notify heirs about probate proceedings
publish notices to interested parties
order vital public records
collect asset information for tax returns
handle ancillary administrations
maintain estate financial records
prepare claims for insurance proceeds

Parttime

Trusts & Estates Paralegal

Our client, a successful full-service law firm, is seeking a Trusts & Estates Pa...

Location

United States , Boston

Salary:

110000.00 - 135000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of paralegal experience preferred in trusts & estates and probate
Direct experience drafting and filing probate petitions and court pleadings required
Strong knowledge of probate procedures and estate administration processes
Experience assisting estate administrators/executors throughout estate settlement
Familiarity with estate accounting and asset distribution procedures
Proficiency in e-filing systems and court procedures
Experience with document management systems and case management software
Strong organizational skills and ability to manage multiple probate matters simultaneously
Excellent written and verbal communication skills
High level of professionalism and discretion when handling confidential financial information

Job Responsibility

Draft and file probate petitions and related court pleadings
Prepare notices, inventories, accountings, and other required probate filings
E-file and manage documents in Probate Court
Monitor court deadlines and ensure compliance with statutory requirements
Assist estate administrators and executors with all phases of estate administration
Coordinate the collection and valuation of estate assets
Prepare and organize financial documentation, including income and estate-related documents
Assist with preparation of estate accountings and settlement documentation
Coordinate distribution of estate assets to beneficiaries
Communicate with clients, beneficiaries, financial institutions, and court personnel

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Select Country

Estate and Probate Paralegal

Job Description

Job Responsibility

Requirements

What we offer

Looking for more opportunities?