Estate & Probate Paralegal — Detail‑Oriented Support

Burr & Forman

Bluffton (SC)

On-site

USD 54,000 - 76,000

Full time

5 days ago
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Benefits offered by this job

Health insurance
Dental insurance
Vision insurance
401(k) retirement plan
Paid time off
Wellness services

Job summary

Burr & Forman LLP is seeking a full-time, experienced probate/estate planning paralegal in Bluffton, SC. The role requires handling complex tasks with legal terminology, managing multiple priorities, and proficiency in Word.

The ideal candidate will have strong organizational and communication skills, plus at least two years of probate exposure and a paralegal credential. This position offers a collaborative environment and opportunities to contribute significantly to the legal team.

Qualifications

  • Two or more years of probate/estate planning experience.
  • Knowledge of legal process and procedures for probating estate assets.
  • Strong organizational and communication skills.
  • Proficiency in Microsoft Word and ability to work in a fast-paced environment.

Responsibilities

  • Review client and attorney communications about scope, fees, and expenses.
  • Analyze estate documents including wills, trusts, deeds and tax returns.
  • Coordinate identification of estate assets and heirs; assist with appraisals.
  • Prepare petitions and documents to open ancillary and in-state administrations; assist in appointments and closings.
  • Prepare correspondence and court documents to beneficiaries and authorities.
  • Prepare property transfer documents for filing with the Register of Deeds.
  • Reconcile monthly estate valuations and coordinate document distribution to clients.

Skills

Probate experience
Estate planning
Legal terminology
Microsoft Word

Education

Paralegal certification or degree

Tools

Microsoft Word
Excel
Outlook

Job description

Burr & Forman LLP is seeking a full-time, experienced probate/estate planning paralegal in Bluffton, SC. The role requires handling complex tasks with legal terminology, managing multiple priorities, and proficiency in Word.

The ideal candidate will have strong organizational and communication skills, plus at least two years of probate exposure and a paralegal credential. This position offers a collaborative environment and opportunities to contribute significantly to the legal team.

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