Position Overview
Description 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 upd...