Estate Planning & Probate Paralegal jobs in United States
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The Law Offices of Jennifer D. Peshke, P.A. · 1 day ago

Estate Planning & Probate Paralegal

The Law Offices of Jennifer D. Peshke, P.A. is seeking a meticulous paralegal specializing in Estate Planning, Probate, and Trust matters. In this role, you will provide comprehensive legal services, support attorneys in client meetings, and manage legal documentation to ensure efficient case progress.

Law Practice
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Comp. & Benefits
Hiring Manager
Jennifer Peshke
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Responsibilities

Collaborate with attorneys to prepare for client meetings by organizing case files and key documents
Draft, review, and refine estate planning documents, trust accountings, and legal correspondence
Transcribe legal documents and maintain accurate case records
Communicate with clients and professional partners, gathering information and providing updates with tact and confidentiality
Cultivate strong, professional relationships with clients and external offices
Assist with general probate, guardianship, and trust-related tasks as needed, ensuring deadlines are met efficiently
Support your team members on collaborative projects to maintain a positive, productive work environment

Qualification

Estate Planning experienceProbate experienceTrust Administration experienceDocument Management SystemsLegal software proficiencyDrafting skillsOrganizational skillsVerbal communicationWritten communicationProject managementConfidentialityTeam player

Required

Minimum of 1 years experience as a paralegal with a focus on Estate Planning, Probate, or Trust Administration
Exceptional drafting and organizational skills with an eye for detail
Proficiency in Microsoft Word, Excel, PowerPoint, and document compilation tools like Adobe
Expertise in working with Document Management Systems and legal software, such as Clio
Excellent verbal and written communication abilities to engage effectively with clients and colleagues
The ability to analyze trusts and prepare professional trust accountings confidently
Strong project management skills to handle multiple cases simultaneously while meeting deadlines
Ability to work independently and maintain confidentiality while using judgment and tact
A team player with a commitment to delivering excellence in legal support

Benefits

401(k)
Disability insurance
Life insurance
Paid time off

Company

The Law Offices of Jennifer D. Peshke, P.A.

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The Law Offices of Jennifer D. Peshke, P.A.

Funding

Current Stage
Early Stage
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