Paralegal

Trusts and Estates Paralegal

We are seeking a detail-oriented Trusts and Estates Paralegal to support attorneys in probate, trust administration, estate planning, and related litigation. The ideal candidate will combine strong technical and litigation-support skills with excellent client communication, document management, and case organization to ensure accurate, timely handling of matters from intake through closing or trial.

Key responsibilities include:

• Support attorneys in all phases of trusts, estates, probate, fiduciary administration, and related litigation, including preparing petitions, accountings, pleadings, affidavits, and motions.
• Perform document review and document management for estate and litigation matters, including redaction, indexing, and organization of electronic files.
• Prepare and manage court filings using PACER/CM/ECF and local e-filing systems; maintain calendaring and docket management to track deadlines and hearings.
• Draft and assemble discovery responses, subpoenas, privilege logs, deposition summaries, and trial exhibits; assist with trial preparation and courtroom logistics.
• Conduct legal research and cite-checking using LexisNexis, Westlaw, and Bluebook citation standards; perform compliance and regulatory research as needed.
• Manage electronic discovery workflows, including use of Relativity, Summation, and other eDiscovery platforms, and coordinate with vendors for processing and production.
• Create and maintain virtual data rooms (Intralinks, Merrill) and manage secure document sharing with clients and opposing counsel.
• Draft and assemble estate planning documents and form generation using HotDocs, ContractExpress, and iManage; maintain templates and precedents.
• Assist with corporate and probate filings, title searches, and transactions related to estate administration and trust funding.
• Serve as a primary point of contact for clients, beneficiaries, fiduciaries, courts, and service providers; handle routine communications professionally and confidentially.
• Maintain case management and practice management systems (Clio, PracticePanther, ProLaw) and time & billing systems (Aderant/Elite); ensure accurate timekeeping and billing entries.
• Oversee records retention and archival processes; ensure compliance with firm and regulatory retention policies.
• Perform notary duties and assist with client execution of documents and closing logistics.
• Support litigation support and trial teams with exhibit preparation, technology setup, and coordination with IT or vendors.

Qualifications include:

• Paralegal certificate, associate degree in paralegal studies, or equivalent legal experience; bachelors degree preferred.
• 3+ years of experience supporting trusts and estates matters and related litigation, with proven probate and trust administration experience.
• Demonstrated proficiency with document review and document management tools and platforms.
• Experience with LexisNexis, Westlaw, PACER/CM/ECF, eDiscovery tools (Relativity, Summation) and litigation support workflows.
• Familiarity with HotDocs, ContractExpress, iManage, SharePoint, and virtual data rooms (Intralinks, Merrill) for document generation and collaboration.
• Strong Microsoft Office skills (Word, Excel, Outlook) and Adobe Acrobat/PDF redaction experience.
• Experience with case and practice management software such as Clio, PracticePanther, ProLaw, and time & billing systems like Aderant/Elite.
• Proven legal drafting skills (pleadings, motions, affidavits), discovery responses, deposition summaries, and trial preparation support.
• Excellent organizational skills, attention to detail, and ability to manage multiple matters and deadlines simultaneously.
• Strong written and verbal communication skills and a client-service orientation; ability to handle sensitive and confidential information with discretion.
• Knowledge of Bluebook citation rules, contract review processes, corporate filings, and basic compliance/regulatory research.
• Notary public certification or willingness to obtain; prior experience performing notarizations a plus.
• Ability to work both independently and as part of a team, with sound judgment and professional demeanor.

Benefits include:

• Vacation/PTO
• Medical
• Dental
• Vision
• 401k
• Bonus
• Relocation
• Telecommute

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.