Estate Planning / Probate Paralegal

Leventhal Swan Taylor Temming PC; Colorado Springs (CO); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Supportive, team-oriented work environment

Competitive pay and benefits

Job summary

A reputable law firm in Colorado Springs is seeking an Estate Planning / Probate Paralegal to support attorneys in providing high-quality legal services. This role requires a detail-oriented individual capable of managing multiple duties, including drafting estate planning documents and preparing probate pleadings. The ideal candidate will have strong organizational and communication skills, with experience in estate planning preferred. Candidates can expect a supportive environment and competitive pay.

Qualifications

• Detail-oriented professional with strong organizational skills.
• Ability to work with minimal supervision handling multiple cases.
• Experience in estate planning and trust administration preferred.
• Proficiency with Microsoft Office; experience with legal case management software preferred.
• Experience in estate planning and administration a plus, but not mandatory.

Responsibilities

• Draft estate planning documents including wills and trusts.
• Prepare probate pleadings and assist with trust administration.
• Maintain organized case files and manage deadlines.
• Communicate with clients to gather information and follow up on outstanding items.
• Prepare probate pleadings, court filings, and related documentation.
• Assist with trust administration tasks, including notices, inventories, and accountings.
• Communicate with courts, financial institutions, and clients.
• Track deadlines and ensure timely filings and distributions.
• Maintain case files and document management systems.
• Calendar deadlines and manage task lists for attorneys.
• Prepare correspondence and client status updates.

Skills

Excellent organizational skills

Strong written and verbal communication skills

Ability to manage multiple matters and deadlines

Proficiency with Microsoft Office

Experience with legal case management software

Microsoft Office

Legal case management software

Tools

Microsoft Office

Legal case management software

Job description

Leventhal Swan Taylor Temming PC is a reputable law firm with years of experience providing personalized and professional legal services to individuals, businesses, and organizations. The firm's attorneys are known for their diligence, trustworthiness, and expertise. Based in Colorado, the firm handles complex legal matters for professionals, families, and corporations. With offices in Denver and Colorado Springs, Leventhal Swan Taylor Temming PC is committed to delivering knowledgeable representation and tailored legal solutions.

About the Role

We are seeking an Estate Planning / Probate Paralegal to support our attorneys in delivering high-quality legal services to clients navigating estate planning, trust administration, and probate matters. This role is ideal for a highly detail-oriented professional who thrives in a structured environment, communicates with empathy, and takes pride in keeping complex matters organized and moving forward.

You will play a key role in both client experience and case management, working closely with attorneys, clients, financial institutions, and courts.

Key Responsibilities

• Draft estate planning documents, including wills, trusts, powers of attorney, advance directives, and related correspondence.
• Prepare asset schedules and assist with trust funding documentation.
• Coordinate the signing of estate planning documents and maintain organized client files.
• Communicate with clients to gather information and follow up on outstanding items.

Probate & Trust Administration

• Prepare probate pleadings, court filings, and related documentation.
• Assist with trust administration tasks, including notices, inventories, and accountings.
• Communicate with courts, financial institutions, and clients.
• Track deadlines and ensure timely filings and distributions.

General Case Management

• Maintain case files and document management systems.
• Calendar deadlines and manage task lists for attorneys.
• Prepare correspondence and client status updates.

Qualifications

• Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple matters and deadlines with minimal supervision.
• Proficiency with Microsoft Office; experience with legal case management software preferred.
• Experience in estate planning and administration a plus, but not mandatory.

What We’re Looking For

• Someone who is thorough, dependable, and proactive.
• A professional who communicates with empathy and patience during difficult client situations.
• A team player who enjoys supporting attorneys and improving office systems.
• A self-starter who takes ownership of their work and follows matters through to completion.

Why Join Us

• Supportive, team-oriented work environment
• Meaningful work helping clients plan for the future and navigate challenging times
• Competitive pay and benefits

To Apply:

Please submit your resume and a brief cover letter to [e-mail].