Paralegal - Estate and Probate (Hybrid)

Position Overview

We are seeking a highly detail-oriented, proactive, and analytical Paralegal to support a growing estate planning and probate practice. This is a critical role within a two-attorney firm, requiring someone who can manage complex matters, think independently, and provide exceptional client service.

This position goes beyond administrative support—you will play a key role in advancing cases, supporting sophisticated planning strategies, and working directly with high-net-worth clients.

Key Responsibilities

• Manage probate matters from open to close, ensuring deadlines and filings are met
• Draft estate planning documents, pleadings, petitions, and related legal documents
• Assist in preparation of Federal Estate and Gift Tax Returns (Forms 706 and 709)
• Maintain and analyze asset tables, creditor tables, and financial data
• Support trust funding, including deeds, assignments, asset transfers, and ownership retitling
• Coordinate with clients, financial advisors, and other professionals
• Communicate directly with clients in a professional, empathetic, and responsive manner
• Identify missing information, anticipate next steps, and proactively move matters forward
• Assist with business succession planning, real estate transfers, and entity structuring
• Ensure accuracy, consistency, and high-quality work product across all deliverables

Qualifications

• This is a hybrid role; candidates located near Greenwood Village, Colorado are strongly preferred, as occasional in-office presence may be required.
• Experience in estate planning, probate and trust administration
• Strong analytical and mathematical skills, with the ability to work with financial data and spreadsheets
• High attention to detail with a commitment to producing error-free work
• Ability to think critically, adapt to changing circumstances, and apply knowledge across matters
• Strong written and verbal communication skills
• Comfortable working with high-net-worth clients and sensitive information
• Ability to work independently while knowing when to seek guidance

Technology & Tools

Experience with or willingness to learn:

• Microsoft Office Suite (Excel proficiency required)
• Practice Panther
• Monday.com
• IntakeQ
• The Form Tool (Doxsera)
• OneDrive and document management systems
• Various legal, tax, and workflow automation tools

This is a high technology-forward firm, and comfort with systems and process improvement is essential.

Ideal Candidate Profile

The ideal candidate is:

• Proactive and solutions-oriented
• Highly organized and detail-driven
• Client-focused with strong emotional intelligence
• Comfortable taking ownership and working with autonomy
• Curious, growth-minded, and eager to continuously learn
• Able to anticipate needs and act without constant direction

Compensation & Benefits

• Competitive compensation aligned with experience
• Billable hours target: 1,300
• 4 weeks PTO (including 6 sick days)
• Health insurance reimbursement up to $250/month
• 401(k) with safe harbor match

What Success Looks Like

30 Days:

• Understand firm systems, workflows, and quality standards
• Begin completing drafting and probate tasks with accuracy
• Communicate effectively with clients on routine matters

60 Days:

• Manage portions of estate planning and probate matters independently
• Support tax return preparation and asset tracking
• Proactively identify issues and manage deadlines

90 Days:

• Independently manage complex matters with minimal oversight
• Produce polished, client-ready work
• Improve efficiency, communication, and overall client service

Why Join Us

This is an opportunity to join a collaborative, high-performing firm where your work directly impacts clients and outcomes. You will be trusted, supported, and given the autonomy to grow while contributing to meaningful, sophisticated legal work.