Remote Estate Planning and Probate Paralegal

Job Overview

We are looking for a seasoned Paralegal to assist attorneys with estate planning, trust administration, probate, and real estate legal matters. This opportunity suits a methodical and detail-focused professional skilled in drafting legal documents and capable of managing multiple case deadlines working remotely.

Key Roles and Duties

• Prepare, edit, and process crucial estate planning documents such as wills, trusts (both revocable and irrevocable), and powers of attorney.
• Coordinate and create real estate legal paperwork including deeds and supplementary documentation.
• Draft probate and trust administration filings: petitions, notices, inventories, accountings, creditor claims, distribution proposals, and other court submissions.
• Assist in preparing fiduciary and court documents related to estate and trust administration.
• Track and handle deadlines for probate, court submissions, tax matters, hearings, and other legal protocols.
• Collaborate on estate tax filings, trustee succession documentation, trust certificates, and settlement agreements.
• Support contested probate and trust cases with litigation assistance, discovery tasks, court filing, and preparing hearings.
• Collect financial, tax, and asset-related data necessary for administration purposes.
• Maintain professional communication with clients, beneficiaries, financial professionals, court officials, tax authorities, and opposing lawyers.
• Organize, exchange, and archive documents efficiently and preserve case files meticulously.
• Log billable hours accurately for all assigned responsibilities.
• Engage in team meetings, contribute to workflow designs, and promote process enhancements.
• Delegate routine administrative tasks when appropriate.

Candidate Qualifications

• At least three years’ experience in estate planning, probate, or trust administrative support.
• In-depth understanding of probate court processes and trust legal frameworks.
• Comfortable with Microsoft Office, especially Outlook and Word; Adobe Acrobat skills are an advantage.
• Experience using case management and document filing systems is preferable.
• Education credentials including Associate's, Bachelor's, or Paralegal certification are favored.
• Basic accounting knowledge is beneficial.

Essential Skills

• Excellent English written and verbal communication.
• Advanced legal drafting aptitude.
• High accuracy and attention to detail.
• Effective organizational and time prioritization abilities.
• Capability to independently juggle multiple cases and deadlines.
• Discretion and prudent judgment handling sensitive information.
• Strong interpersonal skills and commitment to client service.
• Adeptness at collaborating within a distributed team environment.

Compensation and Schedule

The role offers an hourly wage between $15 and $20 USD, commensurate with experience. This is a full-time remote position.