Estate Planning Paralegal

Key Responsibilities

• Draft estate planning documents, including: Wills, revocable and irrevocable trusts, Powers of attorney and health care directives, Ancillary transfer and funding documents
• Aid with probate and trust administration, including: Preparing court filings and pleadings, Coordinating asset valuation and distribution, Communicating with personal representatives, trustees, and beneficiaries
• Support attorneys in complex estate planning matters, including: Business succession planning, Tax-oriented estate planning strategies
• Administer high-net-worth estates, Manage client files from intake through closing, Ensuring accuracy and organization of all documentation
• Coordinate with clients and professional advisors (accountants, financial planners, etc.) to gather information and facilitate planning implementation
• Track deadlines and ensure timely filing of probate and court-related documents
• Maintain strong client relationships through professional, responsive communication

Requirements

• 3+ years of experience as a paralegal supporting estate planning and/or probate practice
• Strong working knowledge of: Minnesota probate procedures, Estate and trust administration processes, Estate planning document structures
• Experience drafting estate planning instruments independently or with minimal supervision preferred
• High level of organization and attention to detail, with the ability to manage multiple matters simultaneously
• Strong interpersonal and communication skills, with a client-service mindset
• Proficiency in Microsoft Office; experience with estate planning or practice management software is a plus

Qualifications

Commensurate with experience.

Skills

• Microsoft Office
• Estate planning or practice management software

Benefits

• Health and Dental Insurance
• 401(k)
• PTO
• Disability Insurance