Paralegal

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

Salary: $75,000–90,000 annually, based on experience

About Lisa Clore Law Firm

For more than 12 years, we have provided sophisticated estate planning and probate services to individuals and families throughout Colorado. Our firm focuses on delivering exceptional legal guidance to high-net-worth clients while building lasting relationships rooted in trust, empathy, and outstanding client service. Our culture is centered around an "empathy first" philosophy; we approach every client interaction with curiosity rather than judgment.

We are building a collaborative team that empowers every member to contribute ideas, solve problems, and continually grow. Through daily office hours, weekly case roundtables, and open dialogue, we foster an environment where lifelong learning, teamwork, and innovation are valued. We are seeking an experienced and detail-oriented Estate Planning & Probate Paralegal to join our firm who is resourceful, solutions-oriented, and excited to play a key role in supporting complex client matters. To learn more, visit our website: www.lisaclore.com.

• 4 weeks PTO + 9 firm-observed holidays
• 50% reimbursement of health insurance premiums (up to $500/month)
• A 401(k) plan with a safe harbor match

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

Requirements:

• 4+ years of experience in estate planning and uncontested probate
• Experience working 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

Bonus Experience:

• Experience preparing tax returns
• Advanced Microsoft Excel skills, including complex formulas and financial modeling
• Strong mathematical aptitude
• Experience with PracticePanther and/or Monday.com

Please note that this job description is intended to provide a general overview of the position and is not representative of all responsibilities, duties, and skills required.

Lisa Clore Law Firm is an equal opportunity employer. The position is located in the firm’s Greenwood Village, CO office. Relocation Assistance is not offered for this position. Applicants must be legally authorized to work in the United States.