Probate Paralegal – 1099 Contractor

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 cases from the initiation of the estate to the final distribution and closure.

• Draft and amend estate planning documents, which include wills, trusts, powers of attorney, healthcare directives, and other related documents.

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

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

• Track court deadlines and ensure accurate maintenance of case calendars.

• Organize and preserve electronic client files and legal records.

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

• Schedule client meetings and support attorney calendar management.

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

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

• Experience in estate planning, including drafting 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 prioritize multiple matters independently in a deadline-oriented environment.

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

• Must be knowledgeable in California law.

• Preferred: experience working within California jurisdictions.

• Preferred: familiarity with electronic court filing systems in California.

• Preferred: 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 for remote work.

• Opportunity to cultivate long-term client relationships.

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

• 1099 contractor arrangement.