Description Robert Half has partnered with a botique law firm in the Metro area who is in search of a 2+ year paralegal with experience in estate planning, wills and trusts. If you have the following skills and are looking for an opportunity with an established firm, please send your resume for immediate consideration to amy.thomas@roberthalf[dot][com]. + Draft estate planning documents, including wills, trusts, powers of attorney, advanced healthcare directives, and related instruments. + Assist in preparing trust funding documentation and ensuring proper asset titling. + Conduct client interviews to gather essential information for estate planning documents. + Maintain and update client files with confidentiality and accuracy. + Probate Administration + Assist attorneys with the preparation and filing of probate petitions, administration documents, motions, and court-required forms. + Manage probate timelines, including deadlines for filings, required notices, and tax submissions. + Communicate with clients, courts, financial institutions, and other stakeholders regarding the estate administration process. + Conduct research and provide guidance on probate procedures and state-specific requirements. + Client and Case Management + Serve as a liaison between clients, attorneys, and third parties, offering exceptional client service. + Maintain regular client communication to provide updates and request necessary documents or information. + Organize and manage case files, calendaring deadlines, and ensuring all necessary follow-ups are completed. + Track and manage trust and estate accountings, distributions, and reconciliations. + Legal Support + Conduct legal research on estate planning, probate laws, and tax implications + Prepare and analyze tax-related documents, such as federal and state estate tax returns. + Draft correspondence and memoranda on behalf of attorneys. + Work collaboratively with attorneys to resolve complex legal issues within estate planning and probate matters. Qualifications and Experience: + Associate or bachelor’s degree in paralegal studies or a related field; paralegal certification from an ABA-approved program preferred. + 2+ years of experience as a paralegal, with a focus on estate planning and probate law + Strong knowledge of estate planning documents, probate procedures, court rules, and fiduciary accounting principles. + Proficiency in legal software, e-filing systems, and Microsoft Office Suite. + Exceptional written and verbal communication skills, with close attention to detail. + Ability to manage multiple tasks, prioritize effectively, and meet deadlines. + Discretion and professionalism in handling confidential information. Preferred Skills: + Experience with tax filings related to estates and trusts. + Familiarity with estate planning software (e.g., Wealth Counsel or ElderCounsel) and/or case management systems. + Knowledge of Medicaid planning or elder law is a plus. Requirements Associate or bachelor’s degree in paralegal studies or a related field; paralegal certification from an ABA-approved program preferred. 2+ years of experience as a paralegal, with a focus on estate planning and probate law Strong knowledge of estate planning documents, probate procedures, court rules, and fiduciary accounting principles. Proficiency in legal software, e-filing systems, and Microsoft Office Suite. Exceptional written and verbal communication skills, with close attention to detail. Ability to manage multiple tasks, prioritize effectively, and meet deadlines. Discretion and professionalism in handling confidential information. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. 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