Estate Planning and/or Probate paralegal

Horton Mullins PC; Albuquerque (NM); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive salary based on experience

Paid time off and holidays

401(k) with matching

Revenue based bonuses

Opportunities for continuing legal education (CLE)

Flexible work environment

Job summary

A client-focused law firm is seeking an experienced Estate Planning and Probate Paralegal in Albuquerque or remote. The ideal candidate will manage document preparation, client communication, and court filings. Familiarity with New Mexico probate is important. Benefits include competitive salary, paid time off, and opportunities for professional development.

Qualifications

• Minimum 2–3 years in estate planning or probate law preferred.
• Familiarity with New Mexico probate procedures required.
• Excellent written and verbal communication skills are essential.
• Strong drafting, proofreading, and organizational skills.
• Proficiency with legal software (e.g., Clio, MS Office).
• Ability to manage multiple files and meet deadlines with minimal supervision.

Responsibilities

• Draft estate planning documents under attorney supervision.
• Prepare and file probate petitions and court documents.
• Communicate with clients and manage case timelines.
• Coordinate document signings, witness arrangements, and notary services.
• Prepare final binders and electronic files for clients.
• Maintain confidentiality and sensitivity when dealing with personal client matters.
• Prepare probate petitions and related court documents.
• Draft notices, inventories, accountings, and final reports for probate/trust administrations.
• Assist in managing timelines and court deadlines.
• Communicate with clients, beneficiaries, courts, and financial institutions.
• Help marshal and inventory assets and coordinate appraisals.

Skills

Drafting estate planning documents

Client communication

Organizational skills

Proficiency in legal software

Bilingual in English and Spanish

Discretion

Education

Paralegal certificate or equivalent experience

Tools

Clio

Microsoft Office Suite

Job description

Estate Planning and/or Probate Paralegal

Job Title: Estate Planning and Probate Paralegal

Location: Santa Fe, Albuquerque, or remote

Job Type: Full-time

Reports To: Managing Attorneys

Job Summary:

We are seeking an experienced and detail-oriented paralegal to focus on Estate Planning and or Probate Paralegal to join our small, client-focused law firm. The ideal candidate will be responsible for supporting attorneys in all aspects of estate planning and probate matters, ensuring accurate and timely document preparation, client communication, court filings, and case management.

Key Responsibilities

• Draft estate planning documents including wills, trusts, powers of attorney, advance directives, and related documents under attorney supervision.
• Assist in gathering and organizing client information through intake interviews and questionnaires.
• Maintain and update estate planning templates and checklists.
• Coordinate document signings, witness arrangements, and notary services.
• Prepare final binders and electronic files for clients.
• Maintain confidentiality and sensitivity when dealing with personal client matters.

Probate & Trust Administration

• Prepare and file probate petitions and related court documents.
• Draft notices, inventories, accountings, and final reports for probate and trust administrations.
• Assist in managing timelines and court deadlines.
• Communicate with clients, beneficiaries, courts, and financial institutions.
• Help marshal and inventory assets, and coordinate appraisals when needed.
• Track and process creditor claims and distributions.

Qualifications

• Education: Paralegal certificate or equivalent experience required.
• Experience: Minimum 2–3 years in estate planning or probate law preferred, but other experience will be considered.
• Familiarity with New Mexico probate procedures.
• Strong drafting, proofreading, and organizational skills.
• Proficiency in legal software (e.g., Clio, Microsoft Office Suite).
• Ability to manage multiple files and meet deadlines with minimal supervision.
• Excellent written and verbal communication skills.
• Discretion and professionalism in handling sensitive information.

Preferred Traits

• Compassionate and client-focused.
• Self-starter with a proactive approach to problem-solving.
• Comfortable working in a small office setting and wearing multiple hats.
• Bilingual in English and Spanish.
• Competitive salary based on experience.
• Paid time off and holidays.
• 401(k) with matching.
• Revenue based bonuses.
• Opportunities for continuing legal education (CLE).
• Supportive and flexible work environment.