Probate and Estate Planning Paralegal Job at Robert Half (Fort Worth)

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 & Probate Paralegal

A midsized, full-service firm in north Seattle is seeking an experienced Estate ...

Location

United States , Edmonds

Salary:

65000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

2+ YOE in Estate Planning, Probate and Trust matters in Washington state
Prior experience shelling wills, trusts and estate planning documents, pleadings and probate litigation docs
Knowledge of time billing procedures and previous experience tracking billable time
Familiar with King County and Snohomish County court procedures, deadlines and e-filing protocol
Organized, collaborative and eager to work with a great team in a friendly environment

Job Responsibility

Support multiple attorneys
Meet 80 billable hours per month

What we offer

Medical insurance
Dental insurance
Vision insurance
Life insurance
401k with company contributions
2-3 weeks PTO DOE plus additional sick time
Court holidays paid
Flexible work from home 2 days per week after 90 days

Fulltime

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

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

Estate and Probate Paralegal

We are looking for an Estate and Probate Paralegal to join a prominent law firm ...

Location

United States , New Albany

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior experience in estate planning and/or probate preferred
Strong organizational and time-management skills
Excellent written and verbal communication
Proficiency with Microsoft Office and legal software

Job Responsibility

Prepare and file probate court documents and pleadings
Assist with estate administration and case management
Draft correspondence and basic legal documents
Communicate with clients, courts, and third parties
Maintain calendars, deadlines, and organized case files

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Trust and Estate Paralegal

Our client is seeking a Trust and Estate Paralegal to join their team in a on-si...

Location

United States , San Jose

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of experience in related field
Strong organizational and time management skills
Excellent written and verbal communication
Proficiency in Microsoft Office and/or relevant systems
Ability to handle sensitive or confidential information with discretion
Detail-oriented with the ability to multitask and meet deadlines

Job Responsibility

Draft estate planning documents (wills, trusts, POAs, healthcare directives)
Support trust administration, including asset collection, distributions, and accountings
Prepare and file probate documents
track court deadlines
Assist with trust funding (deeds, asset transfers, beneficiary updates)
Gather financial records and prepare asset inventories/valuations
Communicate with clients, beneficiaries, and financial institutions
Assist with estate and fiduciary tax prep alongside attorneys/CPAs
Maintain organized files and monitor key deadlines

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

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

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Probate and Estate Planning Paralegal

Job Description

Job Responsibility

Requirements

What we offer

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