Estate Planning Paralegal: Trusts, Probate & Admin

Chapter 13 Trustee Middle District of Alabama; Northern (KY); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Life and AD&D insurance

Short-term disability

Long-term disability

401k plan

Job summary

LHH Recruitment Solutions is partnering with a respected law firm to recruit a trusts and estates paralegal and legal assistant. This full time position is ideal for someone with strong experience supporting estate planning, trust administration, and probate matters.

The role requires excellent organizational skills, professionalism, and the ability to work closely with attorneys to manage sensitive client needs.

Qualifications

• Prior experience as trusts and estates paralegal or legal assistant in a law firm is required.
• Strong understanding of estate planning documents, probate procedures, and trust administration.
• Ability to prepare drafts of routine probate documents and assist with fiduciary accountings.
• Exceptional organizational and multitasking abilities with high attention to detail.
• Strong communication and client service skills.
• Proficiency with legal software and Microsoft Office.
• Ability to manage confidential client information with discretion.
• Comfortable working both independently and collaboratively with attorneys and staff.

Responsibilities

• Assist attorneys with the administration of trusts and estates.
• Prepare and organize estate planning documents including wills, trusts, powers of attorney, and related materials.
• Coordinate asset collection and prepare inventories, accountings, and related documentation.
• Draft probate forms, client correspondence, and court filings.
• Communicate with clients, beneficiaries, financial institutions, fiduciaries, and outside advisors.
• Manage deadlines, calendars, and case progression to ensure timely completion of tasks.
• Maintain detailed client files in accordance with firm procedures.
• Support attorneys with execution of estate planning documents and follow up tasks.
• Perform research and assist with document preparation for trust funding and estate settlement.

Skills

Estate planning docs

Probate procedures

Trust administration

Organizational skills

Client service

Legal software proficiency

Microsoft Office

Confidential information handling

Independent and collaborative work

Tools

Legal software

Job description

LHH Recruitment Solutions is partnering with a respected law firm to recruit a trusts and estates paralegal and legal assistant. This full time position is ideal for someone with strong experience supporting estate planning, trust administration, and probate matters.

The role requires excellent organizational skills, professionalism, and the ability to work closely with attorneys to manage sensitive client needs.