Estate Planning & Probate Paralegal

Jobgether; Canada; Remote; CAD 22,000 - 32,000; Full time

Benefits offered by this job

Fully remote work arrangement

Full-time or part-time opportunity

Compensation of $14 per hour

Job summary

Jobgether, on behalf of a partner company, seeks an Estate Planning & Probate Paralegal in Canada to join a U.S. legal team remotely. You will prepare documents, coordinate case administration, and liaise with attorneys, clients, beneficiaries, and financial institutions to ensure timely handling of matters.

The role requires drafting wills, trusts, POAs, healthcare directives, and probate pleadings with familiarity of U.S. procedures, and availability during U.S. business hours.

Qualifications

• At least five years of professional paralegal or attorney experience.
• At least two years with a U.S. estate planning/probate firm.
• Experience drafting wills, trusts, POAs, healthcare directives, pleadings, and filings.
• Experience with U.S. attorneys and clients.
• Proficiency in Microsoft Office 365 and cloud tools.
• Advanced experience using AI tools such as ChatGPT, Claude, and Gemini.
• Excellent English written and spoken communication.
• Stable employment history with duration in roles.
• Availability during U.S. business hours for long-term remote role.

Responsibilities

• Prepare and organize estate planning documents including wills, trusts, POA, directives.
• Draft probate petitions, pleadings, notices, inventories, accountings.
• Assist attorneys with probate and trust administration.
• Coordinate estate assets, beneficiaries, and distributions.
• Communicate case updates with clients and financial institutions.
• Prepare correspondence and filing packages.
• Monitor deadlines and court dates to ensure timeliness.
• Maintain digital case files and records.
• Coordinate document execution and signing procedures.
• Conduct legal research on estate planning and probate.
• Use case management and document management systems per procedures.

Skills

Legal drafting

Case management

Deadline tracking

MS Office 365

AI tools

English proficiency

Tools

Legal case management software

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Estate Planning & Probate Paralegal based in Canada.

Join a U.S. legal team as an Estate Planning & Probate Paralegal, supporting attorneys with estate planning, probate, and trust administration matters. In this fully remote role, you will help prepare essential legal documents, coordinate case administration, and ensure accurate, timely handling of client matters. You will work closely with attorneys, clients, beneficiaries, financial institutions, and other stakeholders. Your expertise in U.S. estate law procedures and legal drafting will contribute to smooth case progression and reliable client support. This opportunity is suited to an experienced legal professional who values precision, organization, and clear communication. The position offers a remote working environment with consistent availability during U.S. business hours.

Accountabilities

• Prepare, draft, and organize estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related legal paperwork.

• Draft probate petitions, pleadings, notices, inventories, accountings, court filings, and supporting documentation.

• Assist attorneys with probate proceedings, trust administration, and estate administration.

• Gather and organize information about estate assets, liabilities, beneficiaries, heirs, and distributions.

• Communicate with clients, beneficiaries, financial institutions, and other relevant parties to obtain information and provide case updates.

• Prepare correspondence, legal forms, filing packages, and other case-related documentation.

• Monitor deadlines, court dates, filing requirements, and key case milestones to ensure timely completion of tasks.

• Maintain accurate, well-organized digital case files and records.

• Coordinate document execution, notarization, and estate planning signing procedures.

• Conduct legal research related to estate planning, probate, trusts, and estate administration.

• Use legal case management and document management systems while following established procedures and quality standards.

Requirements

• At least five years of professional experience as a paralegal, lawyer, or attorney.

• At least two years of experience working with a U.S. estate planning and/or probate law firm.

• Practical experience in estate planning, probate, trust administration, or estate administration.

• Demonstrated ability to draft wills, trusts, powers of attorney, healthcare directives, probate pleadings, and court filings.

• Experience working directly with U.S. attorneys and clients.

• Familiarity with U.S. probate procedures and court filing requirements.

• Strong legal writing, document preparation, case management, and deadline-tracking skills.

• Experience using legal case management software.

• Advanced proficiency in Microsoft Office 365 or comparable cloud-based business tools.

• Excellent written and verbal English communication skills.

• Strong attention to detail, organization, and professional reliability.

• A stable employment history, ideally with at least two years in each previous role.

• Advanced practical experience using AI tools such as ChatGPT, Claude, and Gemini.

• Reliable high-speed internet, professional equipment, and a quiet home office.

• Availability during U.S. business hours and a commitment to a long‑term remote position with a U.S. law firm.

Benefits

• Fully remote work arrangement.

• Full‑time or part‑time opportunity.

• Compensation of $14 per hour.

• Opportunity to support U.S. legal professionals across estate planning, probate, and trust administration matters.