Job Description:
• Prepare and draft probate petitions, pleadings, inventories, accountings, fiduciary documents, and related court filings.
• Manage probate matters from estate opening through final distribution and closing.
• Draft and revise estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related documents.
• Prepare correspondence, engagement letters, and client communications.
• Coordinate with clients, beneficiaries, fiduciaries, financial institutions, title companies, and court personnel.
• Monitor court deadlines and maintain accurate case calendars.
• Organize and maintain electronic client files and legal records.
• Assist attorneys with gathering estate assets, preparing inventories, and organizing supporting documentation.
• Schedule client meetings and assist with attorney calendar management.
• Maintain strict confidentiality while demonstrating exceptional attention to detail.
Requirements:
• Minimum of 5 years of experience as a Probate Paralegal or Legal Assistant.
• Extensive experience handling probate administration from opening an estate through final closing.
• Experience drafting probate pleadings, petitions, inventories, accountings, fiduciary documents, and related court filings.
• Estate planning experience, including drafting wills, trusts, powers of attorney, and related documents.
• Strong understanding of probate court procedures and filing requirements.
• Experience communicating directly with clients, courts, financial institutions, and fiduciaries.
• Excellent written and verbal communication skills.
• Exceptional organizational, proofreading, and time management skills.
• Ability to prioritize multiple matters independently in a deadline-driven environment.
• Proficiency in Microsoft Office, Adobe Acrobat, and legal practice management software such as Clio, MyCase or similar platforms.
Benefits:
• Flexible work arrangements