Trusts and Estates Paralegal
Trueline•Urbandale, IA
•$65,000 - $80,000•Hybrid
About The Position
A well-established estate planning and probate law firm is seeking a Trusts and Estates Paralegal to join its team in Urbandale, Iowa, in the Des Moines metro. The paralegal will draft estate planning documents, manage probate and trust administration, and guide clients through important life events. The firm describes itself as a busy but laid-back small firm in a convenient suburban location. The role suits an independent, tech-savvy paralegal with a strong work ethic and strong people skills who can own their work with minimal oversight.
Requirements
- 2–3 or more years of paralegal experience.
- Experience with estate planning, probate, or trust administration.
- Associate degree or higher.
- Strong technology skills and comfort learning new software.
- Excellent interpersonal skills with clients of all backgrounds, including families navigating a loss.
- Strong work ethic and ability to work independently with minimal oversight.
- Exceptional organization and attention to detail.
- Ability to work in the Urbandale, Iowa office.
Nice To Haves
- Iowa probate experience.
- Experience with Clio.
- Experience with WealthCounsel.
- Experience with Iowa Docs or other probate document assembly tools.
- Trust funding experience.
- Paralegal certificate or certification.
Responsibilities
- Draft wills, trusts, powers of attorney, and related estate planning documents.
- Manage probate administration from opening through closing, including court filings, inventories, notices, and accountings.
- Support estate and trust administration for clients and fiduciaries.
- Coordinate trust funding, including asset retitling and beneficiary designation updates.
- Assist with client intake and gather information needed to prepare documents.
- Prepare and finalize documents for attorney review and signing.
- Communicate professionally and compassionately with clients, families, and financial institutions.
- Track deadlines and keep case files organized and current.
- Work independently and manage an individual workload with minimal oversight.
Benefits
- Discretionary bonus, historically equal to two months' salary.
- Employee health insurance fully paid by the firm.
- Dental and vision coverage available.
- 401(k) with a dollar-for-dollar match up to 3%, beginning after one year.
- 15 days of paid time off per year, accruing each week.
- Hybrid flexibility may be possible after an initial period in the office.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
