Estate Planning & Probate Paralegal

Jobgether; México; A distancia; MXN 296.000 - 421.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Fully remote

Full-time or part-time opportunity

Compensation of $14 per hour

Descripción de la vacante

Jobgether is seeking a seasoned Estate Planning & Probate Paralegal for a fully remote role supporting a U.S. legal team from Mexico. You will draft wills, trusts, powers of attorney, and healthcare directives, while handling probate pleadings and court filings.

You will coordinate case administration, track deadlines, and maintain digital files with strong attention to detail. You will interact with attorneys, clients, beneficiaries, financial institutions, and other stakeholders, ensuring

Formación

• Five+ years as a paralegal, lawyer, or attorney in US estate planning or probate.
• Experience drafting wills, trusts, powers of attorney, healthcare directives, pleadings and filings.
• Experience working with US attorneys and clients.
• Strong legal writing and document preparation skills.
• Proficient with case management software and cloud tools.

Responsabilidades

• Prepare, draft, and organize estate planning documents including wills and trusts.
• Draft probate petitions, notices, inventories, and court filings.
• Assist attorneys with probate, trust and estate administration.
• Coordinate asset information, distributions, and beneficiaries.
• Communicate with clients and financial institutions for case updates.
• Prepare correspondence and filing packages; monitor deadlines and milestones.
• Maintain organized digital case files and records.
• Coordinate document execution, notarization, and signing procedures.
• Conduct legal research on estate planning and probate topics.
• Use case management systems following established procedures.

Conocimientos

English proficiency

Legal drafting

Case management

Deadline tracking

Attention to detail

Herramientas

Microsoft Office 365

Legal case management software

Descripción del empleo

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 Mexico.

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:

As an Estate Planning & Probate Paralegal, you will provide comprehensive legal and administrative support across estate planning, probate, and trust administration matters. Your responsibilities will include:

• 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:

The ideal candidate is an experienced legal professional with strong knowledge of U.S. estate planning and probate practices, excellent drafting abilities, and the organizational skills needed to manage multiple cases and deadlines. Candidates should meet the following 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.

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.