Estate Planning Paralegal Job at Robert Half (Petaluma)

Estate Planning Paralegal

We are seeking an experienced Estate Planning Paralegal to assist in the prepara...

Location

United States , Chesterfield

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least two years of paralegal experience in Estate Planning
Proven experience drafting estate planning documents including wills, trust documents, living wills, and more
Expert knowledge of legal research and ability to provide comprehensive legal administrative support
Exceptional written and verbal communication skills and attention to detail
Paralegal certificate or degree preferred
Excellent organizational skills for managing multiple tasks and deadlines
Must have a minimum of 7 years of experience in a Paralegal role, specifically within the Professional Services industry
Proficiency in probate, probate & estate administration, and probate law is required
Comprehensive knowledge of estate law, estate planning, estate tax, and estate tax return is essential
Demonstrated skills in proofreading legal documents

Job Responsibility

Draft and review estate planning documents: trust documents, wills, living wills, etc.
Case management and client interaction
Coordinate and assist in the execution of various legal papers related to estates and trusts
Collaborate with attorneys and clients to gather information and documentation required for the preparation of estate planning documents
Maintain record management, documentation, and filing systems

What we offer

Very competitive salary
100% health insurance coverage
Ample vacation and PTO
Retirement savings plan
Professional development opportunities

Fulltime

Trust and Estate / Estate and Tax Paralegal

We are looking for an experienced Trust and Estate / Estate and Tax Paralegal to...

Location

United States , King of Prussia

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in Paralegal duties and responsibilities
Extensive knowledge of Federal Tax Return procedures
Ability to handle Trust Tax Returns efficiently
Experience with Income Tax Return preparation
Expertise in Estate Tax Return procedures
Understanding of Gift tax laws and regulations
Familiarity with Trusts and Estates management
Competence in handling Trust tax matters
Specialization in Tax - Fiduciary - Trust & Estate matters
Experience in Estate Planning procedures

Job Responsibility

Prepare and manage Federal Estate Tax Returns, PA Inheritance Tax Returns, and fiduciary accounts for estates
Engage with clients to build and maintain long-term relationships, offering advice on probate, estate, and trust administration matters
Oversee the preparation, filing, and management of all necessary legal documents, including probate and trust administration paperwork
Ensure tax filings are in compliance with the laws
Contribute significantly to client services and operations
Work collaboratively with the team on high-profile matters within the trusts, estates, and tax fields
Utilize your skills in EstateWorks, ProSystem, and iManage (or similar legal software)
Handle client queries effectively and interact professionally with attorneys

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Estate Planning Legal Assistant

We are recruiting an Estate Planning Legal Assistant for a law firm based in Whe...

Location

United States , Wheaton

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

A minimum of 2 years experience as a legal assistant in estate planning
Paralegal certification is preferred but not required
Detail-oriented with strong research and analytical skills
Exceptional interpersonal skills for effective client communication
Proficiency in legal software and Microsoft Office
Ability to work independently and manage multiple priorities and deadlines
Strong organizational skills, and ability to maintain confidentiality and discretion at all times

Job Responsibility

Assist in drafting estate plans, wills, trusts, powers of attorney, and healthcare documents
Retrieve, organize and analyze pertinent legal documents, conduct legal research when needed
Assist attorneys in preparation for court appearances, depositions, and client meetings
Review and proofread all legal documents to ensure accuracy
Communicate professionally and promptly with clients and all team members
Organize, maintain and manage client files, deeds, trusts, and other documents
Handle routine correspondence, phone calls, and emails
Perform administrative tasks including filing, typing, and faxing document

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in 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

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

Trusts and Estates Paralegal

The LA office of a national firm is seeking a new trusts and estates paralegal. ...

Location

United States , Los Angeles

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of transactional law experience
Tax, estate planning, wealth transfer, and/or probate administration experience
Experience drafting estate planning documents from templates
Experience preparing individual and fiduciary income tax returns, gift tax returns, and estate tax returns
Experience with GEMS, Lacerte, Lackner, Wealth Counsel, or similar programs is strongly preferred
A bachelor's degree and/or paralegal certificate are preferred, but not necessarily required

What we offer

18 PTO/sick days
Several inexpensive healthcare plans
401k with generous employer contribution

Fulltime

Trust and Estate Paralegal

This role will be an essential part of our high retention team, using your skill...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Possess knowledge and practical experience in Probate Law, Estate Law, and Tax Returns
Skilled in Calendar Management to organize and maintain attorney schedules
Proficiency in handling Estate Planning matters
Experience in Probate and Estate Administration
Familiarity with legal terminologies and procedures related to Probate
Strong written and verbal communication skills
Detail-oriented with strong organizational skills
Ability to work independently and collaboratively within a team
Proficient in legal research and drafting legal documents
Adherence to detail oriented ethics and confidentiality of information

Job Responsibility

Assist in managing and organizing various legal documents related to estate planning and probate law
Conduct extensive legal research and gather relevant information to assist in case preparation
Work closely with the legal team to prepare and file tax returns related to estates
Utilize your knowledge of probate and estate administration to effectively manage client cases
Manage calendars, arrange meetings and appointments, and provide reminders to ensure smooth operations
Draft legal documents related to estate law, such as wills, trusts, and probate forms
Provide support in probate court proceedings and estate administration tasks
Use your understanding of estate law to provide excellent customer service and handle client inquiries
Maintain confidentiality and professionalism at all times while dealing with sensitive legal information
Stay updated with the latest developments and changes in estate law and probate law to provide the most accurate advice and support

What we offer

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

Fulltime

Exceptional Probate Paralegal

Our dynamic team is expanding and we're seeking a motivated, detail-oriented par...

Location

United States , Springfield

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 3 years of experience working as a Paralegal in Probate and/or Estate Planning
Associate or Bachelor’s degree in Paralegal Studies or a related field
Proficiency in legal terminology, court processes, and client management procedures
Excellent written and verbal communication skills, with high attention to detail
Exceptional research skills and knowledge of legal databases
Paralegal certification is strongly preferred

Job Responsibility

Manage and organize probate case files from beginning to end
Draft legal documents including wills, trusts, and powers of attorney
Prepare and file court petitions and other probate-related documents
Assist attorneys in client meetings and hearings
Conduct legal research and maintain updated knowledge of probate laws and regulations

What we offer

Competitive salary complemented with an attractive benefits package
Flexible working hours with opportunities for remote work
A welcoming, inclusive team of committed legal professionals
Opportunities for continuous learning and career advancement
A work environment that prioritizes work-life balance

Fulltime

Estate Planning Paralegal

Robert Half

Location:
United States , Petaluma

Category:
Legal

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 19, 2026

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Location:United States , Petaluma

Category:Legal

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:March 19, 2026

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