Paralegal

Temporary Paralegal / Legal Assistant (Estate Planning & Probate)

A law firm is seeking an experienced Temporary Paralegal / Legal Assistant to support its Trusts & Estates practice. This role is ideal for a seasoned professional who can work independently, take ownership of drafting and case management responsibilities, and assist in maintaining the firm's legal technology systems.

Responsibilities

• Draft estate planning documents, including revocable trusts, wills, powers of attorney, and related ancillary documents
• Assist with trust administration and probate matters from initial intake through final distribution
• Handle both pre-death and post-death estate planning and administration matters
• Prepare court filings and supporting documentation for probate proceedings
• Manage client files, maintain case information, and track deadlines
• Utilize legal technology platforms to support workflow efficiency and document management
• Communicate with clients, courts, financial institutions, and other parties as needed
• Work directly with the attorney while proactively identifying issues, asking questions, and moving matters forward with minimal supervision

Qualifications

• 3+ years of estate planning and probate experience
• Strong trust and estate drafting experience, preferably utilizing WealthCounsel
• Knowledge of pre-death planning and post-death administration procedures
• Experience handling probate matters from start to finish
• Proficiency with legal technology and case management software
• Experience with Clio and/or Smokeball strongly preferred
• Ability to work independently with minimal training and supervision
• Strong organizational skills, attention to detail, and ability to manage multiple priorities

Top Priorities

• Trusts & Estates experience
• Tech-savvy, particularly with Clio and other legal practice management systems
• Ability to work effectively in a fast-paced environment with a direct communication style

Schedule

• Temporary assignment
• Flexible schedule of approximately 30 to 40 hours per week