Estate Planning Paralegal (Hybrid) jobs in United States
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Robert Half · 4 days ago

Estate Planning Paralegal (Hybrid)

positionMinneapolis, MN
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$70K/yr - $110K/yr
date3+ years exp

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. They are seeking an experienced Estate Planning Paralegal to support its trusts and estates practice, providing paralegal support in estate planning, probate, and trust administration matters.

ConsultingHuman ResourcesRecruitingSecurity

Responsibilities

Provide paralegal support to attorneys in estate planning, probate, and trust administration matters
Prepare, review, and organize legal documents, correspondence, and client files
Assist with the administration of probate estates and trusts, including tracking assets, deadlines, and required filings
Coordinate court filings, notices, and service requirements
Communicate with clients, beneficiaries, courts, and third parties as needed
Maintain and update case management systems and calendars
Assist with the preparation of tax-related documents, including estate and gift tax returns, as applicable
Ensure compliance with court rules, filing deadlines, and firm procedures

Qualification

Estate planning experienceProbate administration experienceFederal estate tax returnsTrust administration experienceMS Word proficiencyExcel proficiencyAttention to detailTime managementWritten communicationVerbal communication

Required

3–10+ years of experience as an estate planning or probate paralegal in an in-house or law firm setting
Familiarity with probate and trust administration processes
Experience with preparation of federal estate tax returns
Proficiency in MS Word, Excel, and probate court e-filing software
Strong organizational, time-management, and attention-to-detail skills
Detail oriented written and verbal communication skills

Preferred

Gift tax return experience
Experience billing time in a law firm environment

Benefits

Full benefits offered.
401k (with match)
Health
Dental
PTO
Paid Holidays
Hybrid scheduling

Company

Robert Half

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🔒 At Robert Half, we prioritize your security—if you believe you've encountered a scam or fraudulent recruiter, please report it immediately to https://www.roberthalf.com/us/en/fraud-alert.
dateFounded in 1948
location
Menlo Park, California, USA
people-size10001+ employees
web-link
http://www.roberthalf.com/

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

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Keith Waddell
President and CEO
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Paul Gentzkow
President and Chief Executive Officer, Talent Solutions
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