Estate Planning Paralegal

We are looking for an experienced Estate Planning Paralegal to join a respected legal practice. This permanent, onsite position offers the opportunity to work closely with an attorney serving high-net-worth individuals and families on sophisticated estate planning and probate matters. The ideal candidate brings strong organizational skills, sound judgment, and the ability to manage documents and client communications with precision in a collaborative office setting.

Responsibilities:

• Prepare and revise estate planning documents such as wills, trusts, powers of attorney, and related probate filings with a high degree of accuracy.
• Partner with the attorney on complex planning strategies for high-net-worth clients, helping move matters forward efficiently and thoroughly.
• Support probate and estate administration cases from initial intake through final documentation and case closing.
• Communicate with clients to gather information, provide status updates, and ensure required records are completed and submitted on time.
• Maintain organized physical and electronic files so legal documents, correspondence, and case materials remain current and accessible.
• Coordinate signing appointments, notarization, and execution of legal documents while confirming all formalities are properly completed.
• Assist with attorney correspondence, deadlines, and overall case workflow to keep multiple matters progressing smoothly.
• Review case materials for completeness and follow up on missing information needed for estate planning and probate matters.