Trust & Estates Paralegal

• Manage trust and estate matters from initial intake through final distribution, helping ensure each stage is completed accurately and on schedule
• Draft and assemble administration documents such as notices, asset inventories, and other matter-related materials
• Monitor court dates, filing requirements, and internal deadlines so that cases continue moving forward without delay
• Support litigation matters by preparing discovery materials, organizing responses, and coordinating document production
• Assist with filings, service coordination, and other procedural steps required for active civil or probate-related disputes
• Maintain orderly electronic case files in Clio and keep records, correspondence, and supporting documents easy to access
• Prepare exhibits, binders, and case materials for hearings, meetings, and other attorney needs
• Communicate with clients to collect information, request records, and clarify outstanding items needed for case progress
• Work with attorneys and administrative staff to follow firm processes, confirm next steps, and keep matters advancing efficiently

• 3 to 8+ years of paralegal experience in a law firm or similar legal environment
• Background in trust administration, probate, civil litigation, or a combination of these practice areas is preferred
• Demonstrated ability to manage multiple active matters while maintaining accuracy and strong attention to detail
• Confidence working independently within a structured process-driven setting
• Strong written and verbal communication skills for interacting with clients, attorneys, and internal staff
• Experience tracking deadlines, organizing legal documents, and supporting filings and case logistics
• Familiarity with Clio or comparable case management software is an advantage

Familiarity with Clio or comparable case management software is an advantage

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