Estate Planning & Probate Paralegal, Aprio Legal

Aprio • Conyers, GA

1d • Hybrid

About The Position

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Legal team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Paralegal to join their fast-paced and collaborative legal team with opportunities for professional growth.
The Estate Planning & Probate Paralegal supports attorneys in preparing and administering estate plans and probate matters under applicable law. This role is responsible for drafting and coordinating estate planning documents, managing probate and trust administration workflows, communicating with clients and third parties, and maintaining accurate case files and deadlines. The ideal candidate is detail-oriented, client-service focused, and experienced with applicable probate court procedures and common estate planning strategies.

Requirements

• Paralegal certificate from an ABA-approved program or equivalent combination of education and experience.
• 2+ years of experience as a paralegal supporting estate planning and/or probate matters, with demonstrated working knowledge of probate processes and terminology.
• Familiarity with trust and estate planning documents, execution formalities, and common workflows.
• Experience preparing court filings, managing deadlines, and maintaining organized electronic and paper files.
• Proficiency with Microsoft Office (Word, Outlook, Excel) and document management/case management systems.
• Strong proofreading, formatting, and attention to detail; ability to produce accurate work under deadlines.
• Excellent written and verbal communication skills; professional client service demeanor.
• Ability to handle sensitive and confidential information with discretion.

Nice To Haves

• 4+ years of trust & estates experience, including contested probate exposure.
• Experience with court e-filing
• Notary Public commission or willingness to obtain.
• Experience preparing deeds, beneficiary designations, and basic asset transfer documents for funding revocable trusts (under attorney supervision).
• Familiarity with fiduciary income/expense tracking and coordination with accountants or tax preparers.
• Experience with WealthCounsel or other drafting software, and iManage, or similar systems.

Responsibilities

• Draft, revise, proofread, and finalize estate planning documents, including wills, revocable trusts, amendments, pour-over wills, health care powers of attorney, financial powers of attorney, living wills, HIPAA authorizations, and related ancillary documents, consistent with applicable requirements.
• Prepare signature packets; coordinate notarization and witnessing; manage execution ceremonies and post-execution document handling (scanning, delivery, storage, and indexing).
• Assist with trust administration matters, including gathering and organizing asset information, preparing beneficiary communications, and tracking tasks and deadlines.
• Support probate matters from initiation through closing, including assembling intake information, preparing checklists, and drafting routine pleadings, notices, and correspondence under attorney supervision.
• Prepare and manage probate court filings (e-filing where applicable), service of process, publication requirements, and calendaring of statutory and court deadlines.
• Request and track certified documents (e.g., death certificates, letters of appointment, certified court orders) and coordinate with financial institutions, title companies, and other third parties.
• Assist with preparation of inventories, accountings, proposed distributions, and closing documentation as directed by attorneys.
• Maintain accurate case management records, client data, time entries (if applicable), and document versions; ensure files comply with firm standards and confidentiality requirements.
• Communicate professionally with clients, beneficiaries, fiduciaries, court staff, and opposing counsel; provide status updates and request information as needed.
• Perform legal and factual research related to probate procedure and local court rules as assigned (non-attorney, non-legal-advice capacity).

Benefits

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees