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LauLau Offshore and Nearshore Staffing

Estate Planning Paralegal

Posted 25 days ago
$14 per hour
5-10 years experience
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AI Summary

The paralegal will prepare and organize estate planning and probate documents while assisting attorneys with trust administration and court filings. They will also manage case files, track deadlines, and communicate directly with clients and beneficiaries.

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.

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