Estate Planning & Probate Paralegal Job at Robert Half (Edmonds)

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

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 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

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

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

Paralegal - Estate Planning & Guardianship

Robert Half is partnering with a well-established boutique law firm in the Lynnw...

Location

United States , Lynnwood

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum 5+ years of experience as a Paralegal supporting Estate Planning and/or Guardianship/Probate practices
Strong working knowledge of Washington State court procedures, including guardianship filings and probate processes
Proven experience drafting estate planning documents with minimal supervision
Familiarity with e-filing systems, court rules, and compliance requirements
Highly organized with strong attention to detail and the ability to manage multiple matters simultaneously
All applicants applying for U.S. job openings must be legally authorized to work in the United States.

Job Responsibility

Draft, revise, and finalize estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, advance healthcare directives, and beneficiary designations
Prepare and file guardianship and probate pleadings, including petitions, inventories, accountings, and court reports in accordance with Washington State court requirements
Coordinate and manage court filings (e-filing and physical filing), calendaring deadlines, and ensuring compliance with local rules and procedures
Serve as a point of contact for clients, providing updates, gathering information, and maintaining a high level of professionalism and confidentiality
Assist attorneys with guardian/conservator reporting obligations, including annual filings and compliance tracking
Manage case files from inception through closing, including document organization, intake, and file maintenance
Communicate with courts, financial institutions, medical providers, and third parties to support case progression
Track critical deadlines and proactively manage attorney calendars related to hearings, filings, and client deliverables
Support attorneys with trust funding and asset transfer processes, including preparation of deeds and beneficiary forms
Maintain accuracy in document preparation and ensure all materials meet firm and regulatory standards

What we offer

4 weeks of paid time off (PTO)
100% employer-paid medical coverage
401(k) with 4% employer match
11 paid holidays
Free on-site parking
Hybrid work flexibility

Intake Specialist (Legal) – Estate Planning & Probate

Robert Half is partnering with a well-established and highly regarded law firm t...

Location

United States , Lynnwood

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2+ years of experience in a legal intake, client services, or front-facing law firm role
Prior exposure to estate planning, probate, or elder law strongly preferred
Experience with legal practice management systems required
Clio Manage preferred, with Clio Grow a plus
Exceptional communication skills, with the ability to interact with clients in a professional, empathetic, and clear manner
Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment
Technologically proficient and adaptable to new systems and workflows
Proven ability to handle sensitive and confidential information with discretion
Team-oriented approach with a positive, collaborative mindset
At least 1 year of experience in legal intake, client services, or a similar law firm role

Job Responsibility

Serve as the primary contact for all incoming inquiries via phone, email, and online channels, delivering a high level of professionalism and client care
Conduct detailed intake interviews to gather relevant information, assess legal needs, and evaluate urgency
Open and manage new matters within the firm’s practice management system (Clio), including running conflict checks and coordinating scheduling
Maintain accurate, organized client records throughout the intake and onboarding process
Collaborate with attorneys and paralegals to communicate intake status and ensure efficient handoff of new matters
Proactively follow up with prospective clients and track conversion from inquiry to engagement
Support ongoing improvements to intake workflows and client experience processes

What we offer

2 weeks PTO
401K with matching
Profit sharing
Fully paid medical/dental/vision coverage
Chance for long-term growth
Medical
Vision
Dental
Life and disability insurance

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

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Estate Planning & Probate Paralegal

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