Estate Planning Paralegal

Job description

Estate Planning & Probate Paralegal - full time or part time

We are seeking an experienced Estate Planning & Probate Paralegal to support a U. S. law firm handling estate planning, probate, trust administration, and related matters.

This is a fully remote role for a legal professional with strong drafting skills, excellent attention to detail, and hands-on experience supporting U. S. estate planning attorneys and their clients.

Key Responsibilities

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Prepare and organize estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related documents.

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Draft probate documents, petitions, notices, inventories, accountings, and other court filings.

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Assist attorneys with probate administration and trust administration matters.

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Gather and organize information related to estate assets, liabilities, beneficiaries, heirs, and distributions.

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Communicate directly with clients, beneficiaries, financial institutions, and other parties to collect information and provide case updates.

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Prepare correspondence, legal forms, supporting documentation, and filing packages.

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Track probate deadlines, court dates, filing requirements, and other case milestones.

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Maintain accurate and organized digital case files.

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Assist with document execution, notarization coordination, and estate planning signing procedures.

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Support attorneys with legal research related to estate planning, probate, trusts, and estate administration.

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Work within the firm’s case management and document management systems.

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Follow established firm procedures and quality standards.

Candidate Requirements

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Minimum 5 years of professional experience as a Paralegal, Lawyer, or Attorney.

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Minimum 2 years of experience working with an estate planning and/or probate law firm in the United States.

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Strong hands-on experience with estate planning, probate, trust administration, or estate administration matters.

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Experience drafting wills, trusts, powers of attorney, healthcare directives, and related estate planning documents.

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Experience preparing probate pleadings and court filings.

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Strong legal drafting and document preparation skills.

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Experience working directly with U. S. attorneys and clients.

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Familiarity with U. S. probate procedures and court filing requirements.

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Strong case management and deadline tracking skills.

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Experience with legal case management software.

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Advanced proficiency with Microsoft Office 365 or comparable cloud-based business tools.

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Excellent written and verbal English communication skills.

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High attention to detail and strong organizational skills.

For Every LauLau Professional

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Proven employment stability, with at least two years of tenure in each prior role.

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Excellent written and verbal English communication skills.

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Advanced hands-on experience with AI tools such as ChatGPT, Claude, and Gemini.

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Reliable high-speed internet, professional equipment, and a quiet home office.

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Consistent availability during U. S. business hours.

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Commitment to a long-term remote position with a U. S. firm.