Paralegal - Estate and Probate (Hybrid)

Position Overview

We are seeking a highly detail-oriented, proactive, and analytical Paralegal to support a growing estate planning and probate practice. This is a critical role within a two-attorney firm, requiring someone who can manage complex matters, think independently, and provide exceptional client service.

This position goes beyond administrative support—you will play a key role in advancing cases, supporting sophisticated planning strategies, and working directly with high net worth clients.

Key Responsibilities

• Manage probate matters from open to close, ensuring deadlines and filings are met
• Draft estate planning documents, pleadings, petitions, and related legal documents
• Assist in preparation of Federal Estate and Gift Tax Returns (Forms 706 and 709)
• Maintain and analyze asset tables, creditor tables, and financial data
• Support trust funding, including deeds, asset transfers, and ownership retitling
• Coordinate with clients, financial advisors, and other professionals
• Communicate directly with clients in a professional, empathetic, and responsive manner
• Identify missing information, anticipate next steps, and proactively move matters forward
• Assist with business succession planning, real estate transfers, and entity structuring
• Ensure accuracy, consistency, and high-quality work product across all deliverables

Qualifications

• Experience in estate planning, probate, or trust and estate administration
• Strong analytical and mathematical skills, with the ability to work with financial data and spreadsheets
• High attention to detail with a commitment to producing error-free work
• Ability to think critically, adapt to changing circumstances, and apply knowledge across matters
• Strong written and verbal communication skills
• Comfortable working with high net worth clients and sensitive information
• Ability to work independently while knowing when to seek guidance

Technology & Tools

Experience with or willingness to learn:

• Microsoft Office Suite (Excel proficiency required)
• Practice Panther
• Monday.com
• IntakeQ
• The Form Tool (Doxsera)
• OneDrive and document management systems
• Various legal, tax, and workflow automation tools

This is a highly technology-forward firm, and comfort with systems and process improvement is essential.

Ideal Candidate Profile

The ideal candidate is:

• Proactive and solutions-oriented
• Highly organized and detail-driven
• Client-focused with strong emotional intelligence
• Comfortable taking ownership and working with autonomy
• Curious, growth-minded, and eager to continuously learn
• Able to anticipate needs and act without constant direction

Compensation & Benefits

• Competitive compensation aligned with experience
• Billable rate target: $1,300
• 4 weeks PTO (including 6 sick days)
• Health insurance reimbursement up to $250/month
• 401(k) with safe harbor match

What Success Looks Like

30 Days:

• Understand firm systems, workflows, and quality standards
• Begin completing drafting and probate tasks with accuracy
• Communicate effectively with clients on routine matters

60 Days:

• Manage portions of estate planning and probate matters independently
• Support tax return preparation and asset tracking
• Proactively identify issues and manage deadlines

90 Days:

• Independently manage complex matters with minimal oversight
• Produce polished, client-ready work
• Improve efficiency, communication, and overall client service

Why Join Us

This is an opportunity to join a collaborative, high-performing firm where your work directly impacts clients and outcomes. You will be trusted, supported, and given the autonomy to grow while contributing to meaningful, sophisticated legal work.

Powered by JazzHR