Estate Planning Paralegal

Estate Planning & Probate Paralegal - full time or part time

We are seeking an experienced Estate Planning & Probate Paralegal to support a U.S. law firm handling estate planning, probate, trust administration, and related matters.

This is a fully remote role for a legal professional with strong drafting skills, excellent attention to detail, and hands-on experience supporting U.S. estate planning attorneys and their clients.

Key Responsibilities

• Prepare and organize estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related documents.
• Draft probate documents, petitions, notices, inventories, accountings, and other court filings.
• Assist attorneys with probate administration and trust administration matters.
• Gather and organize information related to estate assets, liabilities, beneficiaries, heirs, and distributions.
• Communicate directly with clients, beneficiaries, financial institutions, and other parties to collect information and provide case updates.
• Prepare correspondence, legal forms, supporting documentation, and filing packages.
• Track probate deadlines, court dates, filing requirements, and other case milestones.
• Maintain accurate and organized digital case files.
• Assist with document execution, notarization coordination, and estate planning signing procedures.
• Support attorneys with legal research related to estate planning, probate, trusts, and estate administration.
• Work within the firm’s case management and document management systems.
• Follow established firm procedures and quality standards.
  

Candidate Requirements

• Minimum 5 years of professional experience as a Paralegal, Lawyer, or Attorney.
• Minimum 2 years of experience working with an estate planning and/or probate law firm in the United States.
• Strong hands-on experience with estate planning, probate, trust administration, or estate administration matters.
• Experience drafting wills, trusts, powers of attorney, healthcare directives, and related estate planning documents.
• Experience preparing probate pleadings and court filings.
• Strong legal drafting and document preparation skills.
• Experience working directly with U.S. attorneys and clients.
• Familiarity with U.S. probate procedures and court filing requirements.
• Strong case management and deadline tracking skills.
• Experience with legal case management software.
• Advanced proficiency with Microsoft Office 365 or comparable cloud-based business tools.
• Excellent written and verbal English communication skills.
• High attention to detail and strong organizational skills.
  

For Every LauLau Professional

• Proven employment stability, with at least two years of tenure in each prior role.
• Excellent written and verbal English communication skills.
• Advanced hands-on experience with AI tools such as ChatGPT, Claude, and Gemini.
• Reliable high-speed internet, professional equipment, and a quiet home office.
• Consistent availability during U.S. business hours.
• Commitment to a long-term remote position with a U.S. firm.