Fractional Estate & Probate Paralegal

This is a fully remote position, open to applicants in United States.

📋 Description

• Prepare and draft probate petitions, pleadings, inventories, accountings, fiduciary documents, and related court submissions.

• Oversee probate matters from the initiation of the estate to the final distribution and closure.

• Draft and modify estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and other related materials.

• Create correspondence, engagement letters, and maintain client communications.

• Coordinate with clients, beneficiaries, fiduciaries, financial institutions, title companies, and court personnel.

• Track court deadlines and ensure accurate case calendars are maintained.

• Organize and uphold electronic client files and legal records.

• Assist attorneys in collecting estate assets, preparing inventories, and arranging supporting documentation.

• Schedule client meetings and aid in managing the attorney's calendar.

• Uphold strict confidentiality and demonstrate exceptional attention to detail.

⛳️ Requirements

• A minimum of 5 years of experience as a Probate Paralegal or Legal Assistant.

• Extensive experience managing probate administration from the opening of an estate through to final closure.

• Proficiency in drafting probate pleadings, petitions, inventories, accountings, fiduciary documents, and related court filings.

• Experience in estate planning, including the drafting of wills, trusts, powers of attorney, and similar documents.

• Strong knowledge of probate court procedures and filing requirements.

• Experience in direct communication with clients, courts, financial institutions, and fiduciaries.

• Excellent written and verbal communication abilities.

• Outstanding organizational, proofreading, and time management skills.

• Capability to independently prioritize multiple matters in a deadline-driven environment.

• Proficient in Microsoft Office, Adobe Acrobat, and legal practice management software such as Clio, MyCase, or comparable platforms.

• Familiarity with New York law is essential.

• Knowledge of electronic court filing systems.

• Experience in trust administration.

• Self-motivated, proactive, and comfortable working independently in a fully remote setting.

• Must be a resident of the United States.

🏝️ Benefits

• Flexibility to work remotely.

• Opportunity to cultivate long-term client relationships.

• Supplemental income potential alongside a current full-time position.