Estate Planning & Probate Paralegal — High Net Worth Focus

Lisa Clore Law Firm; Denver (CO); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

4 weeks PTO

Holidays observed

Health insurance reimbursement (up to

401(k) with safe harbor match

Job summary

Lisa Clore Law Firm in Greenwood Village, CO seeks an experienced Estate Planning & Probate Paralegal to support complex client matters from inception through completion.

Ideal candidates will have 4+ years of experience in estate planning and uncontested probate, familiarity with high-net-worth estates, and strong technical skills to navigate case management software. Relocation not offered; U.S. work authorization required.

Qualifications

• 4+ years of experience in estate planning and uncontested probate.
• Experience with high-net-worth clients with estates of $10M+ in assets.
• Experience with complex estate planning and probate administration.
• Knowledge of gift and estate tax planning.
• Comfortable working with financial information and numerical data.
• Resourceful with a solutions-oriented mindset and the confidence to ask questions.
• Excellent written and verbal communication skills.
• Strong technology aptitude and ability to quickly learn new software platforms.

Responsibilities

• Support attorneys with sophisticated estate planning and probate matters from inception through completion, maintaining organized client files/case documentation
• Prepare estate planning documents, probate pleadings, and related legal filings
• Assist with complex probate administration and trust administration
• Communicate professionally and empathetically with clients, beneficiaries, fiduciaries, financial advisors, and other professionals
• Assist with gift and estate tax planning matters
• Track deadlines and proactively manage case progress
• Participate in weekly case strategy meetings, contribute ideas for process improvements, and utilize legal technology software to efficiently manage workflows

Skills

Estate planning

Probate experience

High-net-worth clients

Gift and estate tax planning

Tech aptitude

Communication skills

Numerical data handling

Tools

PracticePanther

Monday.com

Microsoft Excel

Job description

Lisa Clore Law Firm in Greenwood Village, CO seeks an experienced Estate Planning & Probate Paralegal to support complex client matters from inception through completion.

Ideal candidates will have 4+ years of experience in estate planning and uncontested probate, familiarity with high-net-worth estates, and strong technical skills to navigate case management software. Relocation not offered; U.S. work authorization required.