Estate & Probate Paralegal — Detail-Driven Professional

Boosey Wilson Group | Legal & Professional Talent; Cincinnati (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

Boosey Wilson Group | Legal & Professional Talent in Cincinnati is seeking an experienced Estates Paralegal to support probate, estate administration, and fiduciary tax matters.

The role involves drafting estate planning documents, coordinating with CPAs and wealth advisors, and handling tax filings (Federal and state). A 3+ year background in estate planning is preferred, with an associate/bachelor's degree and paralegal certificate as desirable credentials.

Qualifications

• 3+ years of estate planning, probate, or fiduciary legal experience.
• Associate's or Bachelor's degree; paralegal certificate preferred.
• Familiarity with IRC Form 706/709 prep and asset titling.
• Strong organizational, research, and client-facing skills.

Responsibilities

• Draft estate planning docs, ancillary pleadings, and probate filings.
• Coordinate lifetime and post-death asset transfers with CPAs and wealth advisors.
• Prepare federal and state tax filings, including Forms 706/709.
• Assist with entity governance, corporate records, and minute books for family businesses.

Skills

Estate planning

Probate

Fiduciary law

Client-facing

Research

Education

Associate's or Bachelor's degree (Paralegal certificate preferred)

Job description

Boosey Wilson Group | Legal & Professional Talent in Cincinnati is seeking an experienced Estates Paralegal to support probate, estate administration, and fiduciary tax matters.

The role involves drafting estate planning documents, coordinating with CPAs and wealth advisors, and handling tax filings (Federal and state). A 3+ year background in estate planning is preferred, with an associate/bachelor's degree and paralegal certificate as desirable credentials.