Paralegal - Estate Planning Job at Woven Legal

Paralegal - Estate Planning

Join Woven Legal LLC as a Part Time Estate Planning Paralegal and take your care...

Location

United States , San Francisco

Salary:

30.00 USD / Hour

Woven Legal

Expiration Date

Until further notice

Requirements

Strong analytical abilities
Excellent communication skills
Attention to detail
Proactive approach to problem-solving
Proficiency in WealthCounsel and MyCase preferred
Quick learning ability

Job Responsibility

Conduct initial client intake reviews to identify key issues
Prepare and accurately draft client information packets (CIMI)
Manage document versions from drafting through completion
Facilitate Draft Review meetings
Prepare for client signing sessions
Handle funding coordination, including post-signing confirmations and asset checklists
Offer funding support to clients
Address basic trust funding inquiries
Navigate cases with minimal attorney oversight

Parttime

Estate Planning Paralegal

Established and highly respected Orange County law firm seeks an Estate Planning...

Location

United States , Newport Beach

Salary:

90000.00 - 130000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

4+ years of Estate Planning experience
Paralegal certificate or bachelor's degree

Job Responsibility

Draft revocable living trusts, wills, powers of attorney, advance healthcare directives, trust amendments, trust restatements, certifications of trust, and related estate planning documents
Prepare trust funding documentation and assist with asset transfers involving real property, business interests, and financial accounts
Prepare and record deeds, including grant deeds, quitclaim deeds, and transfer deeds
Assist with trust administration matters, including trustee acceptance documents, beneficiary notifications, and administration checklists
Track trust administration deadlines and compliance requirements
Coordinate trust distributions and assist with trust account administration
Support attorneys with sophisticated estate planning and wealth preservation matters
Utilize Microsoft Office Suite, Adobe, and document management systems to maintain client files and workflow efficiency

What we offer

Medical coverage with employer contribution toward employee and dependent plans
Dental coverage for employees
401(k) plan with discretionary profit-sharing contribution
Year-end bonus
PTO and paid sick leave

Fulltime

New

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

Administrative Assistant / Paralegal (Estate Planning)

A highly respected boutique estate planning practice is seeking a polished Admin...

Location

United States , Durham

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Meticulous attention to detail with exceptional follow-up (and follow-through!)
Strong written communication—clear, polished, and grammatically sound emails
Tech-savvy with MS Word, Outlook, Excel, and document systems
Self-sufficient and resourceful—minimal hand-holding required
Ability to thrive under pressure in a fast-paced, high-expectations environment
Professional presence—reliable, confident, and client-facing ready
Ability to interpret direction and think critically to connect the dots

Job Responsibility

Manage complex scheduling, travel arrangements, and calendar coordination
Draft, edit, and finalize legal documents and client communications
Serve as a professional point of contact for clients and external partners
Track attorney time and maintain organized files and shared systems
Anticipate needs and deliver ahead of deadlines—before being asked
Handle day-to-day administrative functions including scanning, filing, and document management
Prepare spreadsheets and assist with data tracking/reporting

What we offer

100% employer-paid health & vision coverage
Dental + dependent coverage options at preferred rates
Annual bonus potential (historically strong performance payouts)
401(k) with automatic employer contribution (even if you don’t contribute!)
Free parking
Work-life understanding and flexibility when life happens

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

Trusts and Estate Planning Paralegal

Atlanta law firm is seeking a Paralegal with two plus years of experience in Tru...

Location

United States , Atlanta

Salary:

70000.00 - 85000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

Two plus years of experience in Trust and Estate Planning law
Strong attention to detail
Ability to prioritize and multitask
Excellent interpersonal skills

Job Responsibility

Opening new client matters, obtaining information from clients and drafting engagement letters
Communicating with clients and helping them with questions
Drafting, proofing and editing legal correspondence, wills, trusts, POAs, advanced directives and other related documents
Preparing signature pages and serving as a witness for signatures
Filing documents with courts
Scheduling meetings and conference calls
Managing attorney calendars
Assisting with special projects

What we offer

Excellent benefits
Friendly and beautiful work environment

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

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Paralegal - Estate Planning

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