Virtual Probate Estate Planning Paralegal

Deno Millikan Law Firm; United States; Remote; USD 55,000 - 70,000; Full time

Job summary

A reputable law firm is seeking a skilled Probate and Estate Planning Paralegal to provide virtual support. In this role, you will manage probate court documents, draft estate planning documents, and serve as a primary contact for clients. The ideal candidate should have over 3 years of experience, exceptional organizational skills, and proficiency in MS Office. Compensation ranges from $55,000 to $70,000 per year with performance-based bonuses.

Qualifications

• At least 3 years of proven experience as a paralegal, with experience in probate litigation and estate planning.
• Ability to independently distill complex information and make decisions under pressure.
• Exceptional organizational skills and attention to detail required.

Responsibilities

• Prepare and track probate court documents and manage timelines.
• Draft and finalize estate planning documents, assist attorneys with client information.
• Serve as a primary point of contact for clients and manage sensitive matters.
• Maintain case management notes and assist with billing preparation.

Skills

Proficient with MS Office

Organizational skills

Communication skills

Strategic thinking

Attention to detail

Job description

For over 30 years, Deno Millikan has been a trusted name in the community, providing intelligent, thorough, and steadfast legal counsel. Our commitment to excellence runs deeper than our results in the courtroom or at the negotiating table-it’s reflected in the way we care for clients and support our team. We are seeking a virtual skilled Probate and Estate Planning Paralegal.

In this role, you’ll do more than manage files-you’ll guide families through some of life’s most important transitions with precision, compassion, and professionalism. Your expertise will be valued, your voice will be heard, and your work will make a lasting impact. If you are detail-oriented and take pride in helping clients secure peace of mind for their future, we’d love to welcome you to our team.

Responsibilities:

• Probate Administration: Prepare and track probate court documents, including petitions, inventories, accountings, and final distributions. Manage estate administration timelines and maintain compliance with court and statutory deadlines. Communicate with executors, beneficiaries, court staff, and other stakeholders to provide updates and gather required information. Research and resolve title, creditor, and asset transfer issues.
• Estate Planning: Draft, proofread, and finalize estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives. Assist attorneys with gathering and organizing client information to prepare estate plans tailored to individual needs. Maintain organized digital and physical files for estate planning clients. Coordinate the execution of estate planning documents, including scheduling signings and notarizations.
• Client & Case Management: Serve as a primary point of contact for clients, maintaining professionalism and empathy while managing sensitive personal matters. Conduct initial intake and gather detailed information for new probate and estate planning matters. Track matter progress, proactively follow up on outstanding items, and keep attorneys informed.
• Administrative & Organizational Support: Maintain detailed case management notes and update legal practice management systems. Prepare correspondence, memoranda, and client communication for attorney review. Assist with billing preparation and tracking billable time. Organize and manage deadlines through court dockets, tickler systems, and calendaring tools.

Qualifications:

• At least 3 years of proven experience as a paralegal, with experience in probate litigation and estate planning.
• Strategic thinking and the ability to independently distill complex information.
• Confidence in making decisions under pressure while maintaining accuracy.
• Exceptional organizational skills and attention to detail.
• Proficient with MS Office products.
• Able to meet demanding deadlines in a fast-paced environment.
• Candidates should have strong organizational and communication skills.

Compensation: $55,000 - $70,000 per year plus performance-based bonuses.