Estate Planning and Probate Paralegal Job at Woven Legal (Miami)

Estate Planning and Probate Paralegal

We are looking for a detail-oriented and experienced Paralegal to join our team ...

Location

United States , Chesterfield

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Paralegal certificate or associate’s degree required
a bachelor’s degree is preferred
Minimum of 2 years of experience in estate planning or probate law
Proficiency in Microsoft Office and legal software such as Clio or MyCase
Strong organizational skills and meticulous attention to detail
Excellent written and verbal communication abilities
Familiarity with trusts, estates, and tax-related legal documents
Ability to manage multiple tasks and deadlines effectively
Knowledge of estate law and planning processes

Job Responsibility

Prepare and draft estate planning documents, including wills, trusts, and powers of attorney
Organize and manage client files to ensure accuracy and accessibility
Coordinate document execution processes and handle post-signature follow-up tasks
Maintain clear and effective communication with clients, attorneys, and financial institutions
Assist with probate filings and conduct legal research to support case preparation
Ensure compliance with legal standards and deadlines for all documentation
Utilize legal software to streamline processes and maintain case records effectively
Provide administrative support to attorneys in estate planning and probate matters
Stay updated on legal trends and changes in estate law to enhance service delivery

What we offer

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

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 & Probate Paralegal

A midsized, full-service firm in north Seattle is seeking an experienced Estate ...

Location

United States , Edmonds

Salary:

65000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

2+ YOE in Estate Planning, Probate and Trust matters in Washington state
Prior experience shelling wills, trusts and estate planning documents, pleadings and probate litigation docs
Knowledge of time billing procedures and previous experience tracking billable time
Familiar with King County and Snohomish County court procedures, deadlines and e-filing protocol
Organized, collaborative and eager to work with a great team in a friendly environment

Job Responsibility

Support multiple attorneys
Meet 80 billable hours per month

What we offer

Medical insurance
Dental insurance
Vision insurance
Life insurance
401k with company contributions
2-3 weeks PTO DOE plus additional sick time
Court holidays paid
Flexible work from home 2 days per week after 90 days

Fulltime

Estate Planning Probate Paralegal

Dvorak Law Group is seeking an experienced and highly organized Estate Planning ...

Location

United States , Omaha

Salary:

Not provided

Dvorak Law Group

Expiration Date

Until further notice

Requirements

Bachelor’s degree and/or paralegal certificate from an ABA-accredited program preferred
5+ years of estate planning, trust administration, or probate paralegal experience in a law firm or financial institution
Strong knowledge of estate planning procedures, probate filings, trust administration, and related documentation
Excellent organizational skills with the ability to manage large volumes of information and multiple deadlines
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint), PDF tools, and legal practice management systems
Strong attention to detail, proofreading, and document formatting skills
Excellent interpersonal and communication skills, with the ability to interact effectively with attorneys, clients, and staff
Ability to work independently and collaboratively in a fast-paced, team-oriented environment
Commitment to confidentiality, discretion, and client service
Must be willing to undergo a background check

Job Responsibility

Assist attorneys with all aspects of estate planning, trust administration, and probate matters
Draft, revise, and format estate planning documents such as wills, trusts, powers of attorney, advance directives, deeds, and related documents to firm standards
Prepare initial drafts of documents, maintain checklists, and incorporate revisions from drafting sessions
Manage the organization and administration of estate and trust files, including asset inventories, accountings, tax documents, and beneficiary correspondence
File documents with the appropriate courts and agencies to ensure compliance with state and federal requirements
Communicate directly with clients, financial institutions, and other third parties to request information, provide updates, and ensure timely responses
Coordinate workflow and delegate tasks to support teams to ensure accuracy, timeliness, and efficiency
Maintain and update estate planning and trust administration databases and client records
Support client billing matters by preparing billing letters, tracking time, and handling related administrative tasks
Organize and manage electronic and paper files in accordance with firm standards

What we offer

Group Health Insurance (shared employer/employee cost)
Group Dental Insurance (shared employer/employee cost)
Vision Insurance (employee paid)
Short-Term Disability Insurance (employee paid)
Critical Care Insurance (employee paid)
Accident Insurance (employee paid)
401(k) Plan (employee contribution/employer match)
Long-Term Disability Insurance (employer paid)
Life Insurance (employer paid)
Dependent Care FSA (employee paid)

Fulltime

Estate and Probate Paralegal

A full service law firm seeks an Estate and Probate Paralegal for their Tampa of...

Location

United States , Tampa

Salary:

Not provided

Beacon Hill

Expiration Date

Until further notice

Requirements

Must have bachelor's degree or comparable experience
Must have a minimum of five years of law firm administrative experience, preferably ten or more as a probate paralegal
Working knowledge of Microsoft Office, including extensive knowledge of Outlook, Word, Excel and experience working with law firm case management and billing software required
Ability to work efficiently and effectively under pressure and time constraints
Ability to effectively balance assignments and workflow
Ability to multitask and handle multiple responsibilities and high volume is crucial
Strong attention to detail, initiative, and follow-through required
Effective oral and written communication skills, including the ability to clearly express thoughts to others and exchange information
Establish and maintain effective working relationships with employees, other departments, vendors, and the public
Significant client facing experience

Job Responsibility

Prepare and maintain probate files
Draft, revise, and file probate documents such as petitions, orders, inventories, and accountings
Ensure all probate documents are filed with the court on time and track deadlines
Monitor probate proceedings and update attorneys accordingly
Maintain current knowledge of the rules of procedure governing probate courts, including the procedures to file pleadings with different courts in compliance with individual court requirements across multiple jurisdictions
Handle written and oral correspondence with clients, attorneys, and court personnel
Prepare IRS forms including federal Estate and Gift Tax returns (IRS Form 706 US. Estate (and Generation-Skipping Transfer) Tax Returns, Form 709 and Form 1023 (Application for Tax-Exempt Status) and related documents
Work closely with clients to answer general questions regarding status of administration and related assets
Prepare various corporate documents, including formation of various business and family entities (corporations, limited liability companies, and partnerships), transfers to and from such entities, transfer of ownership interests to various trusts, and drafting resolutions, and maintaining equity or stock ledgers
Preparation of deeds and other real estate related documents

Fulltime

Estate and Probate Paralegal

We are looking for an Estate and Probate Paralegal to join a prominent law firm ...

Location

United States , New Albany

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior experience in estate planning and/or probate preferred
Strong organizational and time-management skills
Excellent written and verbal communication
Proficiency with Microsoft Office and legal software

Job Responsibility

Prepare and file probate court documents and pleadings
Assist with estate administration and case management
Draft correspondence and basic legal documents
Communicate with clients, courts, and third parties
Maintain calendars, deadlines, and organized case files

What we offer

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

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

Trust And Estate Paralegal

Our client, a well-established law firm in Burlingame, is seeking an experienced...

Location

United States , Burlingame

Salary:

120000.00 - 170000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

At least 3 years of trust and estate paralegal experience within a law firm, with experience handling sophisticated trust administration and probate matters
Paralegal certificate from an ABA-approved program or equivalent required
Bachelor's degree preferred
Demonstrated experience administering trusts following the death of a trustor, including preparing final allocation and distribution documents
Strong understanding of California probate procedures, Judicial Council forms, and trust administration workflows
Experience preparing or assisting with federal estate tax returns (Form 706) and gift tax returns (Form 709)
Excellent organizational, analytical, proofreading, and communication skills with the ability to independently manage multiple matters and deadlines
Intermediate to advanced proficiency with Microsoft Word and Excel
Experience with iManage, Tabs3, Adobe Acrobat, FPS, NumberCruncher (or similar estate administration software), and Crowther is preferred
California Notary Public commission is a plus

Job Responsibility

Support attorneys with all aspects of sophisticated trust administration, probate matters, and estate administration for high-net-worth individuals and families
Meet with clients, trustees, beneficiaries, and family members while serving as a primary point of contact throughout the administration process
Coordinate with accountants, financial advisors, fiduciaries, and other professional advisors to facilitate trust and estate matters
Draft correspondence, deeds, probate pleadings, trust administration documents, and other estate planning and probate-related documents
Prepare asset inventories, estate accountings, final allocation schedules, and distribution documentation
Assist with the preparation of federal estate tax returns (Form 706) and federal gift tax returns (Form 709)
Review bank statements, financial records, and estate assets to support trust administration and probate proceedings
Maintain organized client files, notarize documents as needed, and ensure matters progress efficiently while delivering exceptional client service

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan
Free online training
Access to top jobs
Competitive compensation

Fulltime

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Estate Planning and Probate Paralegal

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