Paralegal - Estate and Probate (Hybrid)

Elite Virtual Assistants • Greenwood Village, CO

1d • 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, or trust and estate 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
• 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

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, 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
• Billable rate target: $1,300
• 4 weeks PTO (including 6 sick days)
• 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