Probate Paralegal – 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 submissions.

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

• Create and revise estate planning documents, which include wills, trusts, powers of attorney, healthcare directives, and associated materials.

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

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

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

• Organize and manage electronic client files and legal documentation.

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

• Schedule client meetings and support attorney calendar management.

• Uphold strict confidentiality while demonstrating 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 to its final closure.

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

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

• Strong knowledge of probate court processes 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-oriented environment.

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

• Knowledge of New York law is essential.

• Must be a resident of the United States.

• Familiarity with electronic court filing systems is required.

• Experience with trust administration is preferred.

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

🏝️ Benefits

• Flexibility to work remotely.

• Opportunity to develop long-term relationships with clients.

• Part-time contractor position.

• Potential for supplemental income.