Probate Paralegal

About the role

This Paralegal will support attorneys at our Ohio offices. At Bricker Graydon Wyatt LLP, we are committed to fostering a firm culture rooted in inclusivity, collaboration, and mutual respect.

Responsibilities

• Drafts and organizes probate-related documents including petitions for probate, letters testamentary, inventories, accountings, and notices to beneficiaries and creditors.
• Captures and coordinates execution and filing of probate documents, including arranging for notarization and court submission.
• Prepares and records deeds and other real property transfer documents related to estate administration.
• Conducts client intake interviews and summarizes decedent information, asset details, and family relationships for attorney review.
• Aids clients via email and phone to gather necessary documentation for probate filings, including death certificates, asset lists, and creditor information.
• Maintains organized client files and document management systems throughout the probate process.
• Produces error-free and court-ready probate documents with a high level of accuracy.
• Prioritizes workload to meet court deadlines and manages multiple tasks with shifting priorities.
• Maintains composure and professionalism while juggling assignments and communicating with attorneys, clients, and court personnel.
• Assists with preparation of guardianship and conservatorship petitions when applicable.
• Ensures compliance with probate court procedures, local rules, and filing requirements.

Requirements

Ohio probate law experience required*

Qualifications

• Bachelor’s degree preferred, or equivalent work experience.
• 3+ years of experience as a Probate Paralegal.
• Must have recent experience with Ohio probate law.
• Experience preparing federal estate tax returns.
• Highly efficient in Microsoft Office Products (Word, Excel, Outlook, etc.).
• Paralegal certification is a PLUS.

Skills

• Highly detail-oriented with strong organizational and problem-solving skills.
• Ability to manage shifting priorities and multiple tasks in a fast-paced environment.
• Excellent interpersonal communication skills and ability to work both independently and collaboratively.
• Client-centric spirit that embraces diversity, equity, and inclusion.
• Strong verbal and written communication skills.
• Effective at navigating new scenarios through inquiry and resourcefulness.
• Familiarity with probate case management systems and document management platforms (e.g., Imanage, Clio).
• Understands probate court procedures, deadlines, and statutory requirements.
• Maintains professional relationships and communicates with empathy and discretion.

Benefits

We offer a comprehensive benefits package, including medical, vision, and dental insurance, 401(k) with employer match, life insurance, firm paid short and long-term disability, parental leave, an HSA with employer contribution, flexible spending accounts, flexible work schedules, competitive paid time off, and more.