Estate Planning Paralegal / Legal Assistant

Hiring & Empowering Solutions; Windsor (CT); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Hybrid work environment

Collaborative legal team

Estate planning specialization

Professional growth opportunities

Meaningful client-focused work

Job summary

Hiring & Empowering Solutions is seeking an Estate Planning Paralegal / Legal Assistant in Windsor, Colorado. The position is hybrid and full-time, with responsibilities spanning estate planning documentation, client communications, and file management.

The ideal candidate will have 2+ years in a paralegal role, with experience in estate planning, probate, trusts, or elder law, and strong organizational skills. A paralegal certificate is a plus and will be considered for growth within the team.

Qualifications

• Minimum 2+ years as paralegal or legal assistant.
• Experience in estate planning, probate, trusts, or elder law preferred.
• Strong written and verbal communication skills.
• Excellent organization and time-management.
• Ability to manage multiple matters and deadlines.
• Paralegal certificate or related legal education is a plus.

Responsibilities

• Assist attorneys with estate planning and related matters from intake to completion.
• Prepare, revise, proofread, and organize documents and client materials.
• Coordinate client meetings, signings, and follow-up communications.
• Maintain accurate electronic and physical client files.
• Track deadlines, appointments, and follow-up items.
• Assist with probate and estate administration as needed.
• Enter data in case management and document systems.
• Support billing, time entry, and other admin tasks.
• Protect confidential information and maintain professionalism.

Skills

Estate planning

Probate

Trusts

Communication

Organization

Education

Paralegal certificate

Tools

Case management software

Microsoft Office

Job description

Estate Planning Paralegal / Legal Assistant

Location: Windsor, CO

Work Arrangement: Hybrid

Job Type: Full-Time

About the Role

We are seeking a highly organized, detail-oriented, and proactive Estate Planning Paralegal / Legal Assistant to join our team in Windsor, Colorado.

This is an excellent opportunity for someone who enjoys working closely with attorneys and clients and is confident managing legal documents, coordinating client matters, and keeping files and deadlines organized. The ideal candidate has experience in estate planning, probate, trusts, or a related area of law, but we are also open to a strong legal assistant with transferable experience and a willingness to learn.

What You'll Do

• Assist attorneys with estate planning and related legal matters from intake through completion.
• Prepare, revise, proofread, and organize legal documents, correspondence, and client materials.
• Assist with preparation of wills, trusts, powers of attorney, advance directives, and other estate planning documents.
• Coordinate client meetings, document signings, and follow-up communications.
• Communicate professionally and compassionately with clients regarding case status, documents, appointments, and next steps.
• Maintain accurate and well-organized electronic and physical client files.
• Track deadlines, appointments, outstanding documents, and follow-up items.
• Assist with probate and estate administration matters as needed.
• Prepare documents and materials for attorney review.
• Coordinate with clients, financial institutions, courts, and other third parties when appropriate.
• Enter and maintain accurate information in the firm's case management and document systems.
• Assist with billing, time entry, and other administrative tasks as needed.
• Protect confidential client information and maintain a high level of professionalism.
• Support attorneys and the broader team with additional legal and administrative projects as needed.

What We're Looking For

• 2+ years of experience as a paralegal or legal assistant preferred.
• Experience in estate planning, probate, trusts, or elder law strongly preferred.
• Strong written and verbal communication skills.
• Exceptional attention to detail and proofreading ability.
• Excellent organization and time-management skills.
• Ability to manage multiple matters and deadlines simultaneously.
• Comfortable communicating directly with clients in a professional and empathetic manner.
• Strong computer skills and ability to learn new legal technology and case-management systems.
• Ability to work independently while also collaborating effectively with an attorney and legal team.
• High level of discretion when handling confidential and sensitive information.
• Paralegal certificate or relevant legal education is a plus.

The Ideal Candidate

You are someone who takes ownership, follows through, and notices the details others might miss. You can manage a busy workload without losing track of deadlines, communicate clearly with clients, and anticipate what the attorney will need next.

You understand that clients going through estate planning are often making important decisions about their families and future. You bring both professionalism and empathy to every interaction.

Why Join Us?

• Hybrid work environment
• Collaborative and supportive legal team
• Opportunity to build expertise in estate planning and related areas
• Meaningful, client-focused worki>Opportunity for professional growth and increased responsibilityi>

Compensation

Competitive salary based on experience and qualifications.

The Colorado market is competitive for experienced paralegals and legal assistants, so compensation should be aligned with the candidate's estate-planning experience and level of responsibility.

Location: Windsor, Colorado

Schedule: Full-Time | Hybrid