Paralegal – Estate Law Partners

About the Firm

Estate Law Partners is a well-established, boutique law firm specializing in estate planning, probate, and trust administration. We are dedicated to guiding families through life transitions with professionalism, empathy, and excellence. Our collaborative team environment encourages continuous learning and professional growth.

We are seeking a detail-oriented Paralegal to support attorneys in all phases of the estate planning and administration process. The ideal candidate will be highly organized, deadline-driven, and capable of working independently while maintaining exceptional client service standards.  This is not a remote position.

Essential Job Duties

• Coordinate the transfer of client assets into newly created or updated trusts

• Draft deeds, assignments, letters of instruction, and other trust funding documents

• Work directly with financial institutions to re-title or transfer accounts and beneficiary designations

• Communicate with clients to gather asset information and provide regular updates

• Prepare trust funding summaries and asset tracking reports

• Draft and file deeds and related real estate transfer documents

• Maintain accurate records and follow up on outstanding funding tasks

• Assist attorneys with ensuring compliance with trust funding procedures and timelines

• Use legal practice management software to organize and track tasks, documents, and correspondence

• Assist with estate administrations, including probates and trust administration (and preparation of supporting court documents, including inventories and accountings).

• Develop and maintain records regarding hours spent on specific cases.

Preferred Knowledge, Skills, and Abilities

• We will give preference to applicants with experience working as a legal assistant or in a similar role. Strong preference will be given to applications with experience in estate planning, trust funding, or probate administration.

• Proficiency in legal practice management and document drafting software (e.g., Clio, Wealth Counsel, MS Office Suite)

• Excellent written and verbal communication skills; ability to adjust communication style appropriately to meet the needs of the audience.

• Excellent organizational and time management skills; ability to plan and coordinate work independently.

• Excellent critical thinking/analytical skills and ability

• Knowledge of asset titling, real estate transfers, and financial institution procedures

• Strong ability to plan and organize a team effort and maintain strong professional relationships.

• Ability to exhibit integrity in work product and in interactions with clients and other staff.

• Ability to hold oneself accountable for actions, successes, and failures.

• Ability to maintain a high degree of confidentiality.

• Ability to effectively work both independently and cooperatively as part of a team.

Benefits

• Health, dental, and vision insurance

• 401(k) with firm contribution

• Paid time off and holidays

Working Conditions

• Physical Requirements: Primarily sedentary work, exerting up to 25 lbs. of force occasionally or a negligible amount frequently.
• Physical Activity: Primarily working position-sitting, with occasional standing, walking, driving, stooping, crouching, and kneeling; frequent reaching, carrying, lifting, pushing, pulling, fingering, grasping, typing, talking-speaking clearly, hearing-conversation, and seeing-nearby.
• Work/Environment: Moderate noise level consistent with an office environment.
• Personal/Physiological: Interaction with people, working around people, planning of activities, making judgments in emergency situations, frequent changes in duties and volume of work, intra-organizational communication.

How to Apply

Please submit your resume and cover letter to the Hiring Manager at careers@elp.llc