Estate Planning & Probate Paralegal

Jobgether; United States; Remote; USD 16,000 - 23,000; Full time

Benefits offered by this job

Fully remote work

Full-time or part-time opportunity

Competitive hourly rate $14

Job summary

Jobgether, on behalf of a partner U.S. law firm, seeks an Estate Planning & Probate Paralegal for a fully remote role in the United States.

You will support attorneys with estate planning, probate, and trust administration, drafting essential documents and coordinating case administration. The ideal candidate has five years of paralegal experience and strong drafting skills, with proficiency in MS Office and legal software, while maintaining meticulous, well-organized case files and timely

Qualifications

• At least five years of professional experience as a paralegal, lawyer, or attorney.
• At least two years in U.S. estate planning and/or probate law.
• Draft wills, trusts, powers of attorney, healthcare directives, probate pleadings, and filings.
• Experience with U.S. probate procedures and court filing requirements.
• Strong legal writing, document preparation, and deadline-tracking skills.
• Advanced proficiency with Microsoft Office 365 and legal software.

Responsibilities

• Prepare, draft, and organize estate planning documents (wills, trusts, POAs, directives).
• Draft probate petitions, pleadings, notices, inventories, and filings.
• Assist attorneys with probate proceedings and trust/estate administration.
• Gather information on assets, beneficiaries, heirs, and distributions.
• Coordinate document execution, notarization, and signing procedures.
• Monitor deadlines and milestones to ensure timely completion.
• Maintain well-organized digital case files and records.
• Conduct legal research related to estate planning, probate, and trusts.
• Use case management systems following established procedures.

Skills

Estate planning

Probate

Legal drafting

Case management

Deadline tracking

English communication

AI tools (ChatGPT, Claude, Gemini)

Remote work

Tools

Legal case management software

Microsoft Office 365

Job description

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 United States.

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.

We appreciate your interest and wish you the best!