Fractional 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 filings.

• Manage probate issues from the opening of the estate to final distribution and closure.

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

• Prepare correspondence, engagement letters, and communications for clients.

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

• Monitor court deadlines and maintain precise case calendars.

• Organize and preserve electronic client files and legal records.

• Assist attorneys in gathering estate assets, preparing inventories, and organizing supporting documents.

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

• Uphold strict confidentiality and exhibit outstanding attention to detail.

⛳️ Requirements

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

• Extensive expertise in managing probate administration from estate opening to final closure.

• Proven experience in drafting probate pleadings, petitions, inventories, accountings, fiduciary documents, and associated court filings.

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

• Strong understanding of probate court procedures and filing requirements.

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

• Excellent written and verbal communication abilities.

• Exceptional organizational, proofreading, and time management skills.

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

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

• Must have knowledge of California law.

• Experience working within California jurisdictions.

• Familiarity with electronic court filing systems in California.

• Experience with trust administration in California.

• 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.

• Part-time contractor (1099) arrangement.

• Opportunity to cultivate long-term client relationships.

• Potential for supplemental income alongside current full-time employment.