Probate and Estate Planning Attorney Job at Robert Half (Troy)

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

Probate and Estate Attorney

We are looking for a skilled and empathetic Probate and Estate Attorney to join ...

Location

United States , Lakewood

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 3 years of experience practicing law
with a focus on civil litigation, probates/trusts/wills/estates or elder law
Active license to practice law in the state of Colorado
Proficiency in drafting legal documents, including motions and briefs
Strong knowledge of probate and estate administration processes
Experience handling cases related to trust and estate disputes, guardianships, and elder financial exploitation
Excellent interpersonal and communication skills, with the ability to demonstrate empathy and professionalism
Proven ability to manage a diverse caseload and meet deadlines effectively
Familiarity with legal software and billing systems

Job Responsibility

Provide legal representation in elder law cases, including trust and estate disputes, guardianships, and probate matters
Draft legal documents such as motions, briefs, and estate planning materials using relevant software
Caseload will fluctuate but ensuring timely progress and meeting annual reporting requirements
Collaborate with a team of 4 paralegals and other legal professionals to deliver high-quality client service
Handle some litigation matters and some transactional, including trust and will contests and financial exploitation cases
Maintain a high level of professionalism and empathy when interacting with clients and their families
Use case management tools effectively to streamline workflow and maintain accurate records
Stay updated on relevant laws and regulations to provide sound legal advice
Participate in court proceedings and advocate on behalf of clients as needed

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our 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 and Corporate Transactional Attorney

A well-established boutique law firm in Spokane, WA is seeking an Attorney to su...

Location

United States , Spokane

Salary:

100000.00 - 130000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

2 or more years of practice in Washington with experience in transactional matters
Juris Doctor with strong academic credentials
Washington Bar License, active in good standing

Job Responsibility

handle a variety of legal matters, including estate planning, probate, trusts, guardianships, entity formations, corporate transactions, and real estate

What we offer

medical, dental and vision insurance
401k with employer contribution
flexible PTO/sick time
paid holidays mirroring the local court calendar
additional bonus earnings
future partnership available
mentorship for those who require more development in the practice

Fulltime

New

Trust and Estate Attorney

We are looking for a Trust and Estate Attorney to join an established small law ...

Location

United States , Walnut Creek

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active membership in the State Bar of California in good standing
At least 2 years of experience in trusts and estates, with substantial work in estate planning, trust administration, or probate matters
Demonstrated ability to communicate clearly and effectively in both written and verbal settings
Strong interpersonal skills with the ability to build trust and maintain productive client and colleague relationships
Capability to work independently while also collaborating effectively within a team environment
Excellent organizational and time management skills with careful attention to detail
High standards, sound judgment, and a strong sense of integrity
Proficiency with Microsoft Office applications and familiarity with standard office procedures

Job Responsibility

Manage trust, estate, and probate matters from initial evaluation through final resolution, ensuring each case moves forward effectively
Lead client consultations to identify objectives, explain legal options, address concerns, and develop practical strategies tailored to individual circumstances
Prepare and revise estate planning documents, legal correspondence, court filings, and petitions with a high level of accuracy and attention to detail
Represent clients in court proceedings and other formal matters related to trusts, estates, and probate cases
Direct and support staff involved in complex legal work to maintain timely service, strong coordination, and quality deliverables
Review case status regularly, identify next steps, and implement efficient plans that support positive client outcomes
Contribute to special projects and firm initiatives as needed to support operational and client service goals
Monitor assigned files closely to keep deadlines, documentation, and case progress on track through completion

What we offer

Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
Enrollment in company 401(k) plan (for hired contract/temporary professionals)
Free online training
Access to top jobs
Competitive compensation

Fulltime

New

Estate Planning Attorney

A well-established Ohio firm is seeking an experienced associate (5+ years) to j...

Location

United States , Columbus

Salary:

130000.00 - 150000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

5+ years of experience as an attorney
experience in estate planning, probate, trust administration
ability to draft and review estate planning documents
knowledge of wealth transfer strategies, fiduciary considerations, and tax-efficient planning
strong client service skills

Job Responsibility

Draft and review estate planning documents, including wills, trusts, powers of attorney, and healthcare directives
advise clients on wealth transfer strategies, fiduciary considerations, and tax-efficient planning approaches
support and lead probate and trust administration matters, including court filings, inventories/accountings, and beneficiary communications

What we offer

Bonus structure
clear and realistic path to partnership

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

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Probate and Estate Planning Attorney

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