Description

We are seeking a highly skilled and experienced Paralegal to join our practice, specializing in probate and elder law. The ideal candidate will possess a robust background in probate proceedings—including guardianships, decedent estates, and contested matters—as well as both simple and complex estate planning, trusts, and estates. Familiarity with elder law issues is strongly preferred. This role requires an individual who can immediately contribute to our legal team, supporting attorneys and clients with advanced expertise and professionalism.

Requirements

Primary Responsibilities

Provide comprehensive paralegal support in all aspects of probate, including guardianships, decedent estates, contested matters, and related court filings.
Assist with the preparation and execution of both simple and complex estate planning documents, such as wills, trusts, and powers of attorney.
Conduct legal research and analysis pertaining to probate, trusts and estates, and elder law topics.
Prepare, review, and manage legal documents and correspondence with meticulous attention to detail.
Coordinate communication with clients, courts, and other professionals to ensure efficient case management and timely resolution.
Support attorneys in contested probate matters, including discovery, trial preparation, and document review.
Maintain organized case files, calendars, deadlines, and workflow systems to ensure smooth operations within the legal team.
Assist in the administration of trusts and estates, including asset inventories, beneficiary communications, and relevant filings.

Qualifications

Minimum of three years’ paralegal experience, with at least two years devoted to elder law and probate.
Comprehensive knowledge of probate, Medicaid planning, guardianship, and estate planning.
Proven expertise in preparing and filing court documents and liaising with court personnel.
Demonstrated proficiency in drafting and managing client documents and agreements.
Superior written and verbal communication skills, with experience engaging clients, court staff, and external organizations such as nursing facilities.
Outstanding organizational skills and meticulous attention to detail.
Ability to operate independently and efficiently manage a demanding caseload from the outset.
Ability to operate as a team member in both our legal and fiduciary departments.
Familiar with legal software such as Amicus, Caret and Wealth Counsel, Microsoft Office Suite, and electronic court filing systems.

Preferred qualifications

Minimum of 3 years’ paralegal experience in probate, estate planning, trusts, or elder law.
Demonstrated expertise in guardianships, decedent estates, and contested probate matters.
Strong knowledge of estate planning procedures and relevant legal documentation.
Familiarity with elder law, Medicaid planning, and related legal issues is highly desirable.
Exceptional organizational skills and the ability to manage multiple priorities in a fast-paced environment.
Outstanding legal acumen, analytical abilities, and attention to detail.
Team-oriented approach, with proven success collaborating with attorneys, clients, and other staff.
Excellent written and verbal communication skills, with the ability to interact professionally and empathetically with clients.
Proficiency with legal research tools, document management systems, and standard office software.