Lead Estate Planning & Probate Paralegal

Job Description

Job Description

Lead Estate Planning & Probate Paralegal

West Chester, OH | Full-Time | On-Site

If you're the person who fixes the process everyone else works around, and you love helping families, this lead paralegal role was written for you. You'll run the estate planning workflow, meet with clients, and be encouraged to improve how the office works, for $43,000–$59,000.

Protem Legal is collaborating with a well-established client, a small and growing estate planning and probate practice, to fill its Lead Estate Planning & Probate Paralegal role.

Why This Opportunity Stands Out

• $43,000–$59,000
• A lead role: you'll run the estate planning workflow
• Real input: fresh ideas to improve operations are welcome
• Meaningful, family-focused client work
• No micromanagement
• 401(k) with matching, PTO, and free parking
• Experience is preferred, but they'll train the right person

About the Role

You'll handle estate planning and probate work for the families the office serves, making sure every matter gets done on time and the right way.

What You'll Do

• Meet with families to explain estate planning and probate documents
• Prepare, proofread, and edit estate planning documents for signing
• Prepare probate paperwork for client signature
• Handle trust funding paperwork for clients' financial accounts
• Follow up with clients and their financial professionals
• Run the estate planning workflow so every matter stays on schedule
• Lead improvements to the office's systems and processes

What We're Looking For

• Exceptional attention to detail
• Strong people skills, on the phone and in person
• Self-direction; no micromanagement needed
• A positive, problem-solving mindset and a love of learning
• Comfort wearing more than one hat

Helpful Experience

• 1+ year of paralegal experience
• 1+ year in wills, trusts, probate, and estate law
• Associate degree

Work Environment

This is a full-time, in-office role during normal business hours in West Chester. It's a small, principled team that values getting a little better every week, with no room for drama or gossip.

Compensation

$43,000–$59,000 per year, plus a 401(k) with matching, paid time off, and free parking. Please note that the office does not offer employer-sponsored health insurance.

How to Apply

Ready to lead and improve? Apply confidentially through Protem Legal. We'll contact you before anything is shared with the firm.