Paralegal - Estate Planning & Tax

Must-Haves

• 5+ years of paralegal experience focused on estate planning and/or probate
• Strong knowledge of estate planning documents (wills, trusts, powers of attorney, healthcare directives)
• Experience supporting estate administration and/or probate matters
• Excellent organizational skills with the ability to manage multiple deadlines
• Strong written and verbal communication skills
• Ability to work directly with clients on sensitive financial and legal matters
• High attention to detail and accuracy in document preparation and file management

Key Responsibilities

• Draft estate planning documents, including wills, trusts, powers of attorney, and healthcare directives
• Aid attorneys with advanced estate planning and tax strategy matters
• Gather and analyze client financial information, including assets, liabilities, and ownership structures
• Prepare summaries and documentation supporting estate plans and strategies
• Cook up execution of estate planning documents and client signing meetings
• Support trust funding and asset transfer processes
• Aid with probate and estate administration as needed
• Maintain organized client files and track deadlines to ensure timely completion
• Communicate directly with clients, financial advisors, and other professionals involved in estate planning

Preferred Qualifications

• Experience in a tax law firm or exposure to tax-related matters
• Familiarity with estate tax planning, wealth transfer, or capital tax mitigation strategies
• Experience with estate planning software such as WealthCounsel or similar platforms
• Experience with Clio or other legal practice management systems
• Paralegal certificate or related legal education