Paralegal – Estate Planning & Probate
Salary: $90,000 – $120,000 annually + bonus
Work Schedule: Full-time (40 hours/week)
Typical Hours: 8:00 a.m. – 5:00 p.m. with a one-hour unpaid lunch
LHH is working with a well-established law firm that seeks an experienced Paralegal to support high-net-worth probate matters within its Estate Planning and Probate practice group.
Key Responsibilities
- Compose, prepare, and respond to correspondence with clients, heirs, creditors, and case-related experts
- Review and analyze wills, trusts, and decedent records
- Draft petitions to open probate and supporting court documents
- Prepare, maintain, and manage probate calendars, deadlines, and required filings
- Notify heirs, devisees, and creditors; publish Notices to Creditors
- Assist personal representatives and clients with the collection of death benefits (insurance, Social Security, etc.)
- Determine title and valuation of estate assets; draft inventories
- Obtain federal tax identification numbers
- Maintain estate financial records and evaluate assets
- Prepare and file estate tax returns
- Calculate and diary statutory deadlines and notifications
- Draft a variety of legal documents, including correspondence, petitions, contracts, orders, affidavits, and releases
- Balance individual and team responsibilities; follow through on commitments
- Demonstrate accuracy, attention to detail, and a commitment to quality
Qualifications & Skills
- Minimum 10+ years of estate planning and probate experience
- Ability to work independently and collaboratively on recurring and special projects
- Strong written and verbal communication skills; excellent spelling and grammar
- Sound judgment, initiative, diplomacy, and discretion
- Ability to manage multiple and diverse projects simultaneously
- Highly organized, detail-oriented, and deadline-driven
- Proficiency in Microsoft Word, Excel, and PowerPoint
- Professional phone skills and consistent reliability
- Compassionate and professional when working with clients during sensitive life events
Work Schedule & Office Environment
- Start and end times may vary by up to 30 minutes
- 40-hour work week; overtime paid at 1.5x for hours worked over 40
- On-site gym access
Compensation & Benefits
- Discretionary annual profit sharing
- 401(k) plan with 3% employer contribution upon eligibility
- Medical insurance (88% employer paid)
- Dental insurance (100% employer paid)
- Vision coverage (included with medical)
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Life and AD&D insurance
- Employee Assistance Program
- 100% paid transit pass
Paid Time Off (PTO) Accrual
- 0–3 years: 3.2 weeks per year
- 3–5 years: 4.4 weeks per year
- 5–10 years: 5.4 weeks per year
- 10+ years: 6.4 weeks per year
Equal Opportunity Employer/Veterans/Disabled
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