Paralegal - Estate and Probate (Hybrid)

Elite Virtual Assistants • Quinte West, ON

9d • $85,000 - $95,000 • Hybrid

About The Position

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.

Requirements

• 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
• 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
• Comfort with systems and process improvement is essential

Nice To Haves

• Candidates located near Greenwood Village, Colorado are strongly preferred, as occasional in-office presence may be required.
• Willingness to learn new technology and tools

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

Benefits

• Competitive compensation aligned with experience
• Health insurance reimbursement up to $250/month
• 401(k) with safe harbor match

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed