Trust & Estates Paralegal (5+ yrs exp.) - Boulder

Permanent Placements LLC; Boulder (CO); On-site; USD 70,000 - 89,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with employer matching

Paid time off and paid holidays

Flexible work scheduling

Life and long-term disability 보험

Flexible spending accounts

Professional development opportunities

Job summary

Permanent Placements LLC is seeking a Trust & Estates Paralegal for a well-established law firm in Boulder, CO. The role supports high-level trust administration, estate planning, probate, and related business matters in a collaborative, client-focused environment.

The ideal candidate is highly organized, detail-oriented, and capable of independent matter management while delivering exceptional service and administrative support to attorneys and clients.

Qualifications

• 5+ years of Trusts & Estates paralegal experience
• Experience supporting estate planning, probate, trust administration, or related legal matters
• Strong legal drafting, proofreading, and organizational skills
• Excellent written and verbal communication abilities
• Strong attention to detail and ability to manage multiple priorities
• Exceptional file management and deadline-tracking skills
• Ability to work independently while collaborating effectively with attorneys and staff
• Proactive approach and ability to anticipate attorney and client needs

Responsibilities

• Assist attorneys with trust and estate administration matters
• Prepare and organize legal documents related to probate and trust administration
• Coordinate filings with courts, government agencies, and other parties
• Assist with gathering and organizing financial and estate-related records
• Support attorneys throughout estate administration from opening through final distribution
• Draft, revise, and proofread legal documents and correspondence
• Prepare letters, memoranda, and client communications
• Ensure all required supporting documentation and attachments are included with filings and correspondence
• Maintain organized electronic and physical client files
• Manage deadlines, calendars, and matter timelines
• Monitor case progression and proactively assist attorneys in meeting deadlines
• Coordinate meetings with clients, witnesses, accountants, financial advisors, and other professionals
• Track outstanding documents and follow up on pending items
• Conduct legal and factual research
• Compile and summarize information for attorneys
• File documents with courts, government agencies, and business filing offices
• Support entity-related filings and maintenance matters when needed
• Communicate with clients regarding document collection and scheduling
• Assist clients with administrative aspects of estate and trust matters
• Provide responsive and professional client service throughout the representation

Skills

Legal drafting

Proofreading

Organization

Client service

Attention to detail

File management

Deadline tracking

Independent work

Communication

Tools

Electronic filing systems

Digital document management

Job description

Trust & Estates Paralegal

Our client, a well-established law firm, is seeking an experienced Trust & Estates Paralegal to join its growing private wealth practice. This role offers the opportunity to work closely with attorneys and clients on sophisticated trust administration, estate planning, probate, and related business matters in a collaborative and supportive environment.

The ideal candidate is highly organized, detail-oriented, and capable of independently managing matters while providing exceptional client service and administrative support.

Responsibilities

Estate & Trust Administration

• Assist attorneys with trust and estate administration matters
• Prepare and organize legal documents related to probate and trust administration
• Coordinate filings with courts, government agencies, and other parties
• Assist with gathering and organizing financial and estate-related records
• Support attorneys throughout estate administration from opening through final distribution

Document Preparation & Management

• Draft, revise, and proofread legal documents and correspondence
• Prepare letters, memoranda, and client communications
• Ensure all required supporting documentation and attachments are included with filings and correspondence
• Maintain organized electronic and physical client files

Case & Matter Management

• Manage deadlines, calendars, and matter timelines
• Monitor case progression and proactively assist attorneys in meeting deadlines
• Coordinate meetings with clients, witnesses, accountants, financial advisors, and other professionals
• Track outstanding documents and follow up on pending items

Research & Filing

• Conduct legal and factual research
• Compile and summarize information for attorneys
• File documents with courts, government agencies, and business filing offices
• Support entity-related filings and maintenance matters when needed

Client Relations

• Communicate with clients regarding document collection and scheduling
• Assist clients with administrative aspects of estate and trust matters
• Provide responsive and professional client service throughout the representation

Qualifications

• 5+ years of Trusts & Estates, Business, or related paralegal experience
• Experience supporting estate planning, probate, trust administration, or related legal matters
• Strong legal drafting, proofreading, and organizational skills
• Excellent written and verbal communication abilities
• Strong attention to detail and ability to manage multiple priorities
• Exceptional file management and deadline-tracking skills
• Ability to work independently while collaborating effectively with attorneys and staff
• Proactive approach and ability to anticipate attorney and client needs

Preferred Qualifications

• Experience with probate and trust administration matters
• Experience filing documents with courts and governmental agencies
• Familiarity with electronic filing systems and digital document management
• Experience using litigation or matter-management technology platforms

Why This Opportunity

Our client offers professionals the opportunity to:

• Work closely with experienced attorneys in a collaborative environment
• Handle sophisticated trust and estate matters
• Enjoy meaningful responsibility and client interaction
• Benefit from a strong culture of professional development and mentorship
• Build a long-term career within a respected legal practice

Compensation & Benefits

• Base Salary: $70,000 – $89,000 annually
• Compensation based on experience, education, and qualifications
• Eligibility for discretionary bonus opportunities

Benefits may include:

• Medical, dental, and vision insurance
• 401(k) plan with employer matching contributions
• Paid time off and paid holidays
• Flexible work scheduling
• Life and long-term disability insurance
• Flexible spending accounts
• Professional development opportunities