Estate Planning Paralegal

• 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

• 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

Prior experience assisting high-net-worth clients is strongly preferred

• 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