trust and estates paralegal

Bush Ross, P.A

<div>Description:

The Company
Bush Ross is a full service large local law firm located on Tampa&rsquo;s picturesque Riverwalk. We were founded on the principle that clients want caring, insightful, and ethical problem solvers. We are committed to providing a &ldquo;client-first&rdquo; culture that emphasizes the care and concern for clients, as well as our employees.
The Position
We are currently growing our Trusts, Estate, and Private Wealth Practice Group and are looking for a Legal Assistant/Paralegal to support 4 attorneys. The ideal candidate will have experience as a legal assistant or paralegal in a trusts and estates practice group, or transferrable skills gained from a different profession with a willingness to learn (i.e., legal assistant/paralegal in a different practice area, perhaps with a transactional focus).
Why Bush Ross?
We foster a modern, business-professional environment where employees are valued and supported. In addition to competitive compensation, we are proud to offer our employees:<ul><li>Comprehensive benefits packages</li><li>Generous paid time-off</li><li>401k plan with profit sharing</li><li>Free parking</li></ul>
Bush Ross is an EEO employer.
Requirements:

Essential responsibilities of the position will include:<ul><li>Organizing, tracking, and maintaining original documents and electronic files in document management system</li><li>Scheduling meetings, deadlines, and maintaining attorney calendars</li><li>Administrative operations such as: trust deposits; check requests, expense reimbursement</li><li>Remit Bush Ross bills to client for payment/follow-up</li><li>File documents with the courts or other government entities</li><li>Electronic document management</li><li>Compile closing binders/legal documents for transmission to client</li><li>Performing initial assessment of project/matter deliverables and requirements</li><li>Working with the Attorney to develop appropriate estate/trust plan for clients</li><li>Drafting, proofing, and finalizing legal documents to include pleadings and estate plans</li><li>Composing correspondence/responses that deal with legal subject matter requiring considerable discretion and judgment</li><li>Track status of tasks and documents requiring action by client/prospective client</li><li>Contacting state and federal agencies</li><li>Performing records research, review, and analysis</li><li>Communicating and meeting with clients, as needed</li><li>Notarization of Documents</li></ul>
Ideal candidates for this position will possess the following qualifications:<ul><li>Prior trusts and estates legal assistant or paralegal experience, or transferrable skills with a willingness to learn</li><li>Excellent written and verbal communication skills are required</li><li>Must be a self-starter, professional, team player with a pleasant demeanor</li><li>Ability to work in a fast-paced environment, adapt quickly to changing priorities</li><li>Proficient in MS Word, Excel, Power Point, Outlook, Adobe Acrobat Pro, and public record searches</li><li>Familiarity with WorkShare, electronic filings with governmental entities and document management systems.</li><li>Ability to work overtime</li></ul></div>

Trusts, Estates, and Private Wealth Legal Assistant/Paralegal

Rekruno Solutions Inc.

Job Title: Estate Planning Paralegal Location: Hayden, ID (REMOTE) Employment Type: Full-TimeAbout the Role: A growing virtual estate planning law firm is seeking a detail-oriented and professional paralegal with strong technical writing skills. This role involves drafting precise legal documents, managing client communications, and collaborating with attorneys and financial partners.Key Responsibilities:<ul><li>Draft estate planning documents and professional correspondence.</li><li>Maintain organized digital files and track case progress.</li><li>Conduct virtual client meetings to review documents and gather revisions.</li><li>Prepare and e-file probate-related documents.</li><li>Coordinate with clients and advisors on trust funding and account matters.</li></ul>Qualifications:<ul><li>Excellent grammar, writing, and critical-thinking skills.</li><li>Paralegal certification, degree, or 2+ years of relevant experience.</li><li>Proficiency with Microsoft Office and Adobe Acrobat.</li><li>Experience with WealthDocx or Estate Planning preferred.</li><li>High attention to detail and ability to manage multiple priorities.</li></ul>Compensation &amp; Benefits:<ul><li>$22 to $30 an hour (DOE), 36&ndash;40 hours/week</li><li>Schedule: Mon&ndash;Thu 8am&ndash;5pm, Fri 8am&ndash;2pm PST</li><li>Paid holidays, vacation, 401(k) with employer match, and supplemental insurance</li></ul>Job Type: Full-timePay: $22.00 - $30.00 per hourExpected hours: No less than 40 per weekExperience:<ul><li>WealthDocx or estate planning: 2 years (Required)</li></ul>Work Location: In person

Estate Planning Paralegal

Law Office of Lorna J. Drope

Estate Planning ParalegalAre you a paralegal looking for a change? Do you want a rewarding career where you can make a positive impact on others? Do you have a connection with, or interest in, the special needs community? If so, this may the opportunity for you.We are a small full-service estate planning/probate law firm specializing in serving families with loved ones with disabilities. We are seeking an experienced paralegal that is interested in a long-term career opportunity. Our practice is unique and rewarding! We are looking for that perfect candidate to add to our amazing team.Major responsibilities include:<ul><li>Providing support to attorneys</li><li>Preparing estate planning documents. (WealthDocs knowledge a plus.)</li><li>Preparing, processing &amp; filing probate court documents</li><li>Preparing and filing documents with recorder's office</li><li>Maintaining client database</li><li>Maintaining legal calendar</li><li>Email &amp; telephone correspondence with clients</li><li>Copying, scanning, &amp; filing documents</li><li>Answering phones and greeting clients</li><li>Assist with workshops and resource/vendor fairs</li></ul>Job Qualifications<ul><li>Bachelor's degree or paralegal certification</li><li>4+ years paralegal/legal assistant experience</li><li>Excellent verbal and written communication skills</li><li>Detail oriented and highly organized</li><li>Ability to work with a high degree of accuracy</li><li>Strong computer proficiency including MS Word, Excel, PowerPoint, Outlook; ability to learn new programs as needed</li><li>Self-motivated, flexible, with exceptional follow-through skills</li><li>Minimum typing speed of 55 wpm</li><li>Experience/familiarity with the special needs community a plus</li><li>Experience probate work a plus</li><li>Notary public license a plus</li></ul>Please submit your resume/CV and cover letter. To be considered for this position, you must submit a cover letter and complete the phone screen.Pay is commensurate with skills, ability, and experience.Due to time constraints, we will only contact the most competitive candidates.Work Remotely<ul><li>No</li></ul>Job Type: Full-timePay: $30.00 - $35.00 per hourBenefits:<ul><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Retirement plan</li><li>Vision insurance</li></ul>Work Location: In person

Probate/Estate Planning Paralegal - Career Opportunity

Barclay Damon, LLP

<div>Barclay Damon LLP, a leading law firm of approximately 300 attorneys that operates from a strategic platform of offices located in Albany, Boston, Buffalo, New Haven, New York City, Rochester, Syracuse, Washington DC, and Toronto, is seeking an associate to join its Trusts &amp; Estates Practice Area in the Syracuse office. The attorney will support a growing trusts and estates practice representing primarily high-net-worth clients; perform transactional work, including drafting wills, revocable and irrevocable trusts, and operating and shareholder agreements; quantify tax impacts of estate and business succession plans; and work on estate and trust administration matters, including structuring the administration plan, supervising the preparation of accountings and estate and gift tax returns, and addressing procedural and disputed matters. The attorney will also be responsible for developing and maintaining relationships with clients, referral sources, and other attorneys within the firm.
Strong verbal and written communication, analytical, quantitative (e.g., computational abilities and ability to work with spreadsheets), matter management, and executive functioning skills are required. A strong work ethic is also required. The ideal candidate will have a minimum of one year of progressively responsible experience in trusts and estates practice. A license to practice in Florida, an LLM in tax, experience in corporate and transactional work, or three or more years of experience will be highly regarded.
To apply for this position, please click here.
For more information, contact our talent recruiter, Jess Kalahar, at jkalahar@barclaydamon.com.
Posted November 7, 2025.
Salary Range: $110,000 to $135,000.
This salary range represents the firm&rsquo;s good-faith and reasonable estimate of the range of compensation for the position and does not include performance- or merit-based bonuses or other benefits offered by the firm. Actual compensation will depend on a number of factors, including but not limited to the candidate&rsquo;s years of experience, qualifications, skill set, and office location.
Barclay Damon is an Equal Opportunity Employer.</div>

Trusts & Estates Associate

Hickman Lowder Lidrbauch & Welch Co., L.P.A.

About Hickman Lowder Lidrbauch &amp; Welch Co., L.P.A.Hickman Lowder is a well-established law firm renowned for providing compassionate legal services to families, individuals with special needs, and the elderly. We are deeply committed to fostering strong community ties and advocating for those who need it most. Our firm values integrity, empathy, and innovation, and we are seeking a proactive, curious, and friendly paralegal to support the attorneys who work in our Sheffield Village office.Position Overview Hickman Lowder is seeking a paralegal to work in our probate and estate planning areas of practice. This position will communicate with clients, courts, and attorneys. The ideal candidate has above-average attention to detail with excellent written and verbal communication skills. While we prefer a candidate with experience, we are willing to train and support a paralegal who has a positive attitude and is interested in learning new areas of the law.The successful candidate will work from 8:30 am to 5:00 pm on Mondays through Fridays in our Sheffield Village, Ohio, location. Paralegals are permitted to intermittently work from home or flex their schedule based on the needs of clients and managing attorneys.Key Responsibilities<ul><li>Assisting the attorneys in handling probate matters and completing probate forms for estate administration, guardianships, minor and adult ward settlements, and administration of special needs trusts, wrongful death trusts, and minor trusts</li><li>Recording deeds and filing documents in person and electronically</li><li>Communicating with third parties such as tax preparers, referral sources, and probate courts</li><li>Learning the local rules and forms for multiple Ohio probate courts</li><li>Managing attorney calendars and preparing for hearings</li><li>Drafting outgoing correspondence and managing incoming correspondence</li><li>Preparing estate planning documents including wills, powers of attorneys, advanced directives, trusts, and deeds under the supervision of the attorney</li><li>Attending client signing meetings and serving as a witness or notary</li><li>Prioritizing workflow</li><li>Other responsibilities as assigned</li></ul>Qualifications<ul><li>Prior paralegal experience in a law firm or adegree in paralegal studies or a related field</li><li>Strong computer skills including proficiency with Microsoft Office Suite and Foxit</li><li>Client file management using both electronic and paper files</li><li>Experience with document assembly programs, case management software, or similar applications</li><li>Ability to accurately record billable and non-billable time</li><li>Successful BCI background check</li></ul>Preferred Qualifications<ul><li>Highly flexible, adaptable, and able to manage multiple files with shifting priorities</li><li>Ability to handle novel and repetitive tasks</li><li>Independent and self-motivated, with strong organizational and project management skills</li><li>Ability to work within a team as well as individually</li><li>Above-average attention to detail</li><li>Exceptional interpersonal skills; able to engage effectively with colleagues, clients, and community stakeholders</li><li>Compassionate, with experience or a genuine interest in working with individuals with special needs and elderly clients</li><li>Excellent writing, editing, and proofreading abilities</li><li>Creative thinker</li><li>Curious to learn and apply local rules and statutes</li></ul>Why join Hickman Lowder?<ul><li>Be part of a values-driven team dedicated to making a positive difference in people&rsquo;s lives</li><li>Enjoy a workplace that allows you to make an impactful contribution</li><li>Grow professionally within a well-respected and community-oriented law firm</li><li>Competitive compensation based on experience</li></ul>Job Type: Full-timePay: $22.00 - $33.00 per hourExpected hours: 37.5 per weekBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Health savings account</li><li>Paid time off</li></ul>Work Location: In person

Probate and Estate Planning Paralegal

Lexitas Legal Talent Solutions

<div>
 
 Our client, a leading legal publisher, seeks a Florida-admitted trusts &amp; estates attorney for an open-ended contract assignment. The attorney will draft and annotate practical guidance and forms for an online legal product for attorneys.
 
 
 
 
 
 Work will be done remotely from any location. This is a part-time project for an estimated 10-15 hours per week. Hours are flexible. Rate is $40/hr.
 
 
 
 
 
 Responsibilities:
 
 
 
 
 
 &bull; Draft and annotate pleadings, settlement agreements, and other documents related to probate administration, fiduciary litigation, guardianship proceedings, and other contested matters
 
 
 &bull; Draft, review, and revise practical guidance articles on Trusts &amp; and Estates topics with a focus on probate, fiduciary litigation, guardianships, and other contested Trusts &amp; Estates matters
 
 
 &bull; Draft checklists, charts, and other how-to guidance on contested Trusts &amp; Estates matters
 
 
 &bull; Supplement existing documents with Florida-specific practical guidance based on state law, local custom, and legal practice experience
 
 
 
 
 
 
 Lexitas prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender identity, sexual orientation, or any other legally protected status.
 
 
 
 
 
 
 EOE/Vet/Disabled
 
 
</div>

Trusts & Estates Attorney - FL Admitted - Remote

Alevistar Legal Search

<div>
 
 
 Trusts &amp; Estates Associate &ndash; Full-Service Center City Firm
 
 
 
 Well-established full-service law firm of thirty attorneys based in Center City Philadelphia, is seeking a
 
 Trusts &amp; Estates Associate
 
 to join their growing team.
 
 
 The firm&rsquo;s respected T&amp;E practice includes two experienced attorneys and two dedicated paralegals who handle a broad range of estate matters, including complex work for high-net-worth clients. This is an excellent opportunity to gain hands-on experience in
 
 both estate planning and estate administration
 
 , with meaningful client interaction and mentorship from seasoned practitioners.
 
 
 
 Ideal candidates
 
 will have:
 
 <ul>
 <li>
 At least
 
 2 years of experience
 
 in trusts and estates law
 </li>
 <li>
 Strong drafting, analytical, and client communication skills
 </li>
 <li>
 A collaborative mindset and genuine interest in developing within a sophisticated T&amp;E practice
 </li>
 </ul>
 
 The firm offers a
 
 highly competitive compensation package
 
 , a
 
 hybrid work schedule
 
 , and a
 
 reasonable billable hour requirement (1600/year)
 
 , providing a supportive and balanced work environment.
 
 
 To apply, please submit your resume to
 
 legal@alevistar.com
 
 for immediate consideration.
 
</div>

Trust & Estates Attorney

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