estate planning paralegal

Law Office of Stefanie A. Sovak

&lt;Job Overview&gt; We are seeking a dedicated and detail-oriented Estate Planning Paralegal to join our dynamic legal team. In this vital role, you will support attorneys in preparing and managing estate planning documents, ensuring accuracy and compliance with legal standards. Your proactive approach and organizational skills will help streamline client workflows, facilitate effective communication, and uphold the highest standards of legal service.&lt;Responsibilities&gt;<ul><li>Assist attorneys in drafting, reviewing, and finalizing estate planning documents such as wills, trusts, powers of attorney, and advance healthcare directives. .</li><li>Manage case files efficiently within document management systems like iManage and Elder Docs, ensuring all documents are organized and accessible.</li><li>Perform detailed document review, proofreading, transcription, and editing to guarantee precision in all legal materials.</li><li>Support project management efforts by coordinating client meetings, tracking deadlines, and maintaining schedules for estate planning cases.</li><li>Conduct interviews with clients to gather necessary information for estate plans while demonstrating excellent phone etiquette and interpersonal skills.</li><li>Maintain accurate data entry and filing of legal documents related to estate planning and elder law.</li><li>Support attorneys in document management tasks including filing correspondence in legal case management systems like iManage or Elder Docs.</li><li>Provide administrative support by managing phone calls professionally, organizing files systematically, and performing clerical tasks efficiently.</li></ul>&lt;Experience&gt;<ul><li>Strong knowledge of estate planning processes.</li><li>Experience with legal case management software such as Clio or iManage is preferred.</li><li>Excellent organizational skills with the ability to prioritize tasks effectively in a fast-paced setting.</li><li>Exceptional writing skills for drafting legal documents and correspondence with attention to detail.</li><li>Proficiency in document review, proofreading, transcription services, data entry, filing systems and general clerical support.</li><li>Strong interpersonal skills including professional phone etiquette and client interview techniques.</li><li>Knowledge of project management principles applied within a legal context is a plus. Join us if you&rsquo;re passionate about delivering exceptional legal support in a collaborative environment that values your expertise!</li></ul>Job Type: Full-timePay: $40,000.00 - $60,403.32 per yearWork Location: In person

Estate Planning Paralegal

Net Law Group LLC

Who We AreNetLaw Management Services Organization, Inc is a leading national law firm support company dedicated to collaborating with Hargrove Firm, a highly esteemed estate and tax planning firm based in Louisville, Kentucky. Together, we strive to make a difference in the lives of our clients by offering top-notch, efficient support to our team of exceptional lawyers. We are committed to delivering excellence in every aspect of our work.About the RoleThe Estate Planning Paralegal plays a vital role in our virtual estate planning process. You'll facilitate secure online meetings using NetLaw and Zoom, ensuring seamless collaboration between clients, attorneys, and financial advisors. Your technical skills will be crucial in assisting clients with onboarding into the NetLaw system and scheduling meetings. You'll also draft, review, and support the execution of estate planning documents. Excellent written and verbal communication are essential to guide clients through the process.The ability to work independently, maintain organization, and prioritize confidentiality is a must with a strong attention to detail. A solid understanding of estate planning principles and flexibility will round out your qualifications for this rewarding role.WE DO NOT DO PROBATECore Responsibilities<ul><li>Maintain database of clients, financial advisors, and legal team; monitor progress; log activity; provide updates; enter/update data, etc.</li><li>Communicate with financial advisors and clients to ensure they properly engage and complete required tasks.</li><li>The ability to orchestrate and maintain a synchronized calendar for virtual meetings involving clients, attorneys, and financial advisors is crucial for this role.</li><li>Monitor and respond to inquiries through the online support function (chat, email, and video meetings).</li><li>A dependable and reliable demeanor is key to fostering trust with clients and legal team and ensuring adherence to deadlines and swift responses.</li><li>Provide technical guidance to users on NetLaw system, video conferences tools, and other technology.</li><li>Assist Attorneys with client support needs such as document drafting, preparing final documents, client follow-up communications, etc.</li><li>Complete other tasks as assigned by management.</li><li>Assist in the oversight and training of legal assistants for the virtual practice.</li></ul>Skills and Requirements<ul><li>4+ years of experience in Estate Planning and drafting Estate Planning documents required.</li><li>Ability and desire to facilitate virtual meetings with camera on required.</li><li>Prior experience with case and/or project management required. Including the ability to help coordinate multiple calendars.</li><li>Proficiency in Microsoft Word, Excel, Outlook, and Zoom; Basic proficiency in learning and navigating new technology systems.</li><li>High level of organization, time management, and attention to detail.</li><li>Excellent verbal and written communication skills.</li><li>Commitment to customer service and confidentiality.</li><li>Team-player who thrives in a fast-paced, collaborative environment.</li></ul>BENEFITS<ul><li>Full-time Employment</li><li>401k with competitive matching</li><li>Health Insurance</li><li>Paid-Time Off</li><li>Flexible Hours</li><li>Fun coworkers and growth potential!</li></ul>NetLaw Management Services Organization, Inc is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, national origin, ancestry, sex (including pregnancy, childbirth, or related medical conditions), gender identity or expression, sexual orientation, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable law. We are committed to fostering an inclusive, respectful workplace where everyone can thrive.Pay: $28.00 - $32.00 per hourBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li><li>Work from home</li></ul>Experience:<ul><li>Wills, trusts &amp; estate law: 3 years (Required)</li><li>Legal drafting: 3 years (Preferred)</li></ul>Work Location: Remote

Bondurant Law

Overview Our law firm is growing, and we are seeking an experienced, self-driven Estate Planning/Succession Paralegal to support our dynamic and dedicated legal team. The ideal candidate for this position will be highly organized, detail oriented, a critical thinker, while possessing a high degree of compassion and excellent customer service skills to assist our clients navigate through the estate planning/succession process. At least two years of experience in the area of estate planning/successions is preferred as well as a paralegal certificate.Responsibilities<ul><li>Assist in the client intake process by receiving incoming leads calls/inquiries to our law firm, scheduling consultations, compiling and organizing relevant estate planning/succession documents from potential new clients</li><li>Prepare initial drafts with a high degree of accuracy all estate planning and succession documents, such as wills, trusts, financial and medical powers of attorney, acts of donation, petitions for probate, detailed descriptive lists, judgments of possession and other documents as assigned</li><li>Provide exceptional administrative support by managing calendars, scheduling meetings, and handling drop in and/or phone inquiries with care, patience, and professionalism</li><li>Filing, e-recording various estate planning/succession documents with courts and tracking all pleadings in estate/succession matters</li><li>Prepare final packages of estate planning and other transactional documents for clients</li><li>Accurate, complete, and punctual timekeeping</li></ul>Qualifications<ul><li>Proven paralegal experience with a strong background in estate planning or related area of law</li><li>Knowledge of estate planning concepts including trusts, wills, powers of attorney, and succession strategies</li><li>Excellent organizational skills with the ability to manage multiple projects simultaneously while maintaining attention to detail</li><li>Strong writing and proofreading skills for drafting legal documents and correspondence</li><li>Effective interviewing skills to gather client information accurately and efficiently</li><li>Strong analytical and problem-solving skills</li><li>Proficiency in MS Office 365, PDF-editing software, and ability to learn other related software</li><li>High level of professionalism and discretion when handling sensitive, protected personal information</li></ul>Job Type: Full-timePay: $55,000.00 - $65,000.00 per yearBenefits:<ul><li>401(k)</li><li>Disability insurance</li><li>Health insurance</li><li>Paid time off</li></ul>Work Location: In person

Estate Planning/Succession Paralegal

Equivity - Bridge

Estate Planning &amp; Probate Paralegal (Remote)Equivity is seeking an experienced Estate Planning &amp; Probate Paralegal with at least three years of law firm experience supporting attorneys in estate planning, probate, and trust administration.In this fully remote role, you&rsquo;ll work as part of a dedicated, long‑term internal team, partnering directly with attorneys while being supported by Equivity&rsquo;s operations and leadership. We&rsquo;re looking for a highly organized, detail‑oriented professional with strong knowledge of estate planning and probate who can manage multiple matters, anticipate attorney needs, and thrive in a remote environment.Key Responsibilities<ul><li>Draft and prepare estate planning documents, including wills, trusts, powers of attorney, and healthcare directives</li><li>Support probate and trust administration, including petitions, inventories, accountings, and court filings</li><li>Use estate planning drafting software (WealthCounsel, ElderCounsel, or similar) to generate and manage documents</li><li>Assist with asset identification, beneficiary coordination, and document organization</li><li>Communicate professionally with clients, courts, and third parties throughout the administration process</li><li>Maintain organized case files, track deadlines, and ensure timely filings</li><li>Assist with estate funding and post‑execution follow‑up</li><li>Adapt to varying attorney workflows and support matters from intake through completion</li></ul>About You<ul><li>Minimum 3 years of estate planning and probate experience</li><li>Bachelor&rsquo;s degree required</li><li>Availability of 20+ hours per week</li><li>Strong organizational and communication skills</li><li>Ability to manage multiple matters independently</li><li>Proficiency with Microsoft Office and Adobe</li><li>Experience with Clio or similar legal software preferred</li><li>Experience with WealthCounsel or comparable estate planning software</li><li>Windows‑based computer preferred</li><li>Ability to respond within 1 hour during business hours (9 AM&ndash;6 PM)</li></ul>Why You&rsquo;ll Love Working HereAt Equivity, you&rsquo;re part of a stable, internally managed team, not a temporary placement. You&rsquo;ll work with established attorneys while enjoying the flexibility of remote work, supported by an experienced operations team. We value professionalism, collaboration, and long‑term client relationships.Benefits<ul><li>Medical, dental, and vision coverage</li><li>Paid sick time and employee discounts</li><li>Quarterly performance bonuses</li><li>Expense reimbursements</li><li>Professional development and advancement opportunities</li><li>Supportive, inclusive remote work culture</li></ul>About EquivityEquivity provides virtual paralegal, administrative, reception, staffing, and marketing services to attorneys and businesses nationwide. Our remote team thrives in a collaborative, professional environment built on consistency, quality, and long‑term client success.Learn more at www.equivityva.com.Equivity is an Equal Opportunity Employer committed to diversity and inclusion.Pay: $25.00 - $29.00 per hourExpected hours: 20.0 &ndash; 40.0 per weekBenefits:<ul><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Vision insurance</li><li>Work from home</li></ul>Application Question(s):<ul><li>Do you have a completed bachelor's degree?</li><li>How many years of experience do you have in Probate and/or Estate Planning?</li><li>Do you have experience with legal software such as Clio, PracticePanther, or similar platforms?</li><li>Please confirm that you have a personal computer, smartphone, and reliable high-speed internet.</li></ul>Work Location: Remote

Remote Estate Planning and Probate Paralegal

BRESSLER, AMERY & ROSS

<div>Senior Trust &amp; Estate Paralegal
Bressler, Amery &amp; Ross, a dynamic and rapidly growing law firm with a national practice, seeks an experienced Senior Trust &amp; Estates Paralegal to join our Florham Park, NJ office. This is a leadership role for a seasoned professional who will independently manage and oversee complex estate and trust administrations from inception through closing.
Reporting to the Trusts &amp; Estates practice group, this paralegal will serve as the primary administrative lead on estate matters, working closely with Principals and Associates while exercising significant autonomy in day-to-day case management and client communications. 
Essential Responsibilities<ul><li>
Independently manage and oversee all phases of estate and trust administration, from preparation of petitions for probate of wills through final distributions and account closings.</li><li>
Prepare and file court papers for probate or administration proceedings, appointments or resignations of fiduciaries, disclaimers, inventory, and claims against estates.</li><li>
Draft and review formal and informal accountings, releases, and refunding bonds.</li><li>
Tax-related preparation, including fiduciary income tax returns, estate and gift tax returns using tax preparation software; communicate with accountants and taxing authorities as needed.</li><li>
Extensive client interaction. Serve as primary client contact throughout the administration process; communicate with beneficiaries, financial institutions, and other parties to marshal assets, resolve claims, and facilitate distributions.</li><li>
Maintain comprehensive case tracking systems, including spreadsheets, databases, and calendars to ensure compliance with filing deadlines and distribution schedules.</li><li>
Support estate planning practice with document preparation and coordination of will and trust executions.</li><li>
Mentor and provide guidance to junior paralegals and support staff.</li></ul>
Knowledge, Skills, Abilities &amp; Education<ul><li>
Bachelor's degree required; paralegal certificate preferred.</li><li>
8+ years&rsquo; paralegal experience.</li><li>
Certified New Jersey notary signing agent required.</li><li>
Comprehensive knowledge of New Jersey probate procedures and federal and state estate, gift, and inheritance tax requirements. Experience preparing probate applications, complex estate and gift tax returns, state death tax returns, and fiduciary accountings.</li><li>
Experience working directly with clients and financial institutions in the administration of estates and trusts.</li><li>
Some experience drafting simple estate planning documents is preferred, but not required.</li><li>
Strong analytical and mathematical skills with meticulous attention to detail.</li><li>
Excellent written and verbal communication skills; demonstrated ability to interact professionally with high-net-worth clients, beneficiaries, and external professionals.</li><li>
Ability to produce accurate work product; excellent proofreading skills are essential.</li><li>
Advanced proficiency in Microsoft Office, including Word, Excel, Outlook, and estate administration or tax preparation software.</li><li>
Highly organized self-starter who is comfortable managing a substantial caseload.</li><li>
Team player in a very busy practice group.</li></ul>
Compensation: $80,000 &ndash; $110,000. The salary range provided is for informational purposes only and does not guarantee a specific salary upon hire. Actual compensation will be determined based on several factors including, but not limited to, the candidate&rsquo;s experience, qualifications, and skill set. 
Equal Opportunity Employer/Disabled/Veteran.</div>

Senior Trust & Estates Paralegal

Farrell & Grochowski

&lt;Job Summary&gt; We are seeking a proactive and detail-oriented Paralegal to join our dynamic legal team. In this role, you will support a wide range of legal functions across several practice areas, including estate planning and probate.&lt;Responsibilities&gt;.<ul><li>Draft legal documents including wills, powers of attorney, health care agents, living wills, trust, and correspondence with precision and clarity.</li><li>Draft probate documents for conservatorships and estate.</li><li>Perform client interviews and gather relevant information to assist in case development.</li></ul>&lt;Experience&gt;<ul><li>Prior paralegal experience in a law office or legal environment is preferred.</li><li>Demonstrated organizational skills with the ability to manage multiple priorities efficiently in a fast-paced setting.</li><li>Excellent writing skills for drafting clear legal documents and correspondence.</li><li>Strong proofreading and transcription abilities to ensure accuracy of all legal materials.</li><li>Effective interviewing skills for gathering detailed client information across various practice areas.</li><li>Administrative experience supporting attorneys or legal teams with clerical tasks such as filing, data entry, and document management systems use.</li><li>Exceptional phone etiquette combined with professional organizational skills to facilitate seamless office operations.</li></ul>Pay: From $25.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Paid time off</li></ul>Work Location: In person

Paralegal

Rabinovich Sokolov Law Group

About the FirmRabinovich Sokolov Law Group is a boutique Philadelphia law firm with a pragmatic, business judgment-driven approach to legal practice. Our attorneys handle a broad range of matters including Commercial Real Estate, Civil and Commercial Litigation, Zoning &amp; Land Use, Estate &amp; Probate, and Business Law. We are a close-knit, high-performing team that values initiative, precision, and a genuine commitment to client service.Position OverviewJoin our dynamic legal team as a Paralegal, where your enthusiasm and organizational skills will play a vital role in supporting diverse legal practices. This position offers an exciting opportunity to develop your legal expertise across multiple areas, including estate planning, land use, litigation, real estate, and more. You will be instrumental in managing case files, conducting legal research, and providing essential administrative support to attorneys and clients alike. If you are eager to grow your career in a fast-paced, collaborative environment, this role is perfect for you.Key Responsibilities<ul><li>Manage and maintain attorney calendars, deadlines, court dates, and filing schedules with precision</li></ul><ul><li>Assist with legal case management by organizing and maintaining files using document management systems</li></ul><ul><li>Draft, proofread, and format legal documents including pleadings, motions, correspondence, and contracts with strong attention to detail</li></ul><ul><li>Conduct thorough legal research utilizing Westlaw, LexisNexis, and other research tools to support ongoing cases across various practice areas</li></ul><ul><li>Support attorneys with document review, transcription, proofreading, and data entry tasks to ensure accuracy and compliance</li></ul><ul><li>Manage administrative duties such as scheduling appointments, coordinating meetings, handling phone inquiries with professional etiquette, and maintaining organized filing systems</li></ul><ul><li>Assist in client intake and interviews; gather relevant information to facilitate case development</li></ul><ul><li>Support litigation efforts by preparing case summaries, tracking deadlines, and managing document review processes efficiently</li></ul><ul><li>File documents with state and federal courts, both electronically and in person (PACFile, PACER, eCourts)</li></ul><ul><li>Assist with real estate transactions including due diligence, title review, and closing coordination</li></ul><ul><li>Support billing and time entry processes; prepare invoices and track outstanding matters</li></ul><ul><li>Utilize and help optimize online platforms, practice management software, and firm technology tools</li></ul>QualificationsRequired:<ul><li>2+ years of paralegal or legal administrative experience within a law firm setting</li></ul><ul><li>Associate&rsquo;s or Bachelor&rsquo;s degree; paralegal certificate a plus</li></ul><ul><li>Exceptional organizational skills with the ability to manage multiple projects simultaneously while maintaining high accuracy standards</li></ul><ul><li>Strong written and verbal communication skills and professional phone etiquette</li></ul><ul><li>Proficiency with Microsoft Office Suite (Word, Outlook, Excel)</li></ul><ul><li>Ability to perform detailed legal research and synthesize findings into clear summaries or reports</li></ul><ul><li>Reliable, punctual, and highly professional demeanor</li></ul>Preferred:<ul><li>Proficiency in Westlaw and/or LexisNexis; experience with iManage or PCLaw is a strong plus</li></ul><ul><li>Experience with case management or practice management software (Clio, MyCase, or similar)</li></ul><ul><li>Familiarity with Pennsylvania state and federal court filing systems (PACFile, PACER, eCourts)</li></ul><ul><li>Background in real estate, litigation, estate planning, land use, or related practice areas</li></ul><ul><li>Knowledge of project management principles to coordinate tasks efficiently in a busy law office</li></ul><ul><li>Demonstrated interest in technology and a willingness to learn new platforms and tools</li></ul><ul><li>Eagerness to grow and take on increasing responsibility as the firm expands</li></ul>What We Offer<ul><li>Competitive compensation commensurate with experience</li></ul><ul><li>Exposure to diverse, complex legal matters across multiple practice areas</li></ul><ul><li>A collaborative, supportive team environment where your contributions are recognized</li></ul><ul><li>Real opportunity for growth, skill development, and career advancement within the firm</li></ul><ul><li>Convenient Center City Philadelphia location</li></ul>How to ApplyPlease submit a resume, cover letter, and two professional references. Applications without a cover letter will not be considered. In your cover letter, please describe a situation where your organizational skills made a meaningful difference in a professional setting.Rabinovich Sokolov Law Group is an equal opportunity employer.Pay: From $50,000.00 per yearBenefits:<ul><li>Paid time off</li></ul>Work Location: In person

Paralegal Assistant

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