Paralegal / Legal Assistant – Estate Planning & Probate

We are seeking an experienced Paralegal or Legal Assistant to support a busy Estate Planning and Probate practice. This full-time role is ideal for a detail-oriented professional who is comfortable handling the full lifecycle of estate planning matters and enjoys working closely with clients during important life events.

The ideal candidate has hands-on experience with estate planning documents, probate administration, and client-facing work, and can manage multiple matters with accuracy, empathy, and professionalism.

Key Responsibilities

Draft, prepare, and revise estate planning documents, including:
Wills
Trusts (revocable and irrevocable)
Powers of Attorney
Advance Directives / Healthcare Proxies
Transfer on Death and beneficiary designations

Assist with probate and trust administration, including:

Preparing probate filings and court documents

Coordinating asset transfers and beneficiary distributions

Communicating with courts, financial institutions, and beneficiaries

Manage client files, calendars, deadlines, and document organization

Communicate directly with clients in a professional, compassionate manner

Coordinate execution and notarization of documents

Proofread and finalize legal documents with a high level of accuracy

Provide general administrative and legal support to attorneys as needed

Qualifications

Minimum of 2+ years of experience as a paralegal or legal assistant in:
Estate planning
Probate
Trust administration

Strong knowledge of estate planning terminology, processes, and documentation

Proficiency in Microsoft Office and legal document management systems

Excellent written and verbal communication skills

High attention to detail and strong organizational skills

Ability to manage multiple matters and deadlines efficiently

Professional demeanor and comfort working directly with clients

Compensation & Benefits

Salary starting at $50,000+, commensurate with experience
Competitive benefits package
Full-time, stable position with long-term growth potential