Paralegal - Estate and Probate (Hybrid)
Elite Virtual Assistants, Greenwood Village, CO, United States
Position Overview
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.
Key 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
Qualifications
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
Technology & Tools 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
This is a high technology-forward firm, and comfort with systems and process improvement is essential.
Ideal Candidate Profile The ideal candidate is:
Proactive and solutions-oriented
Highly organized and detail-driven
Client-focused with strong emotional intelligence
Comfortable taking ownership and working with autonomy
Curious, growth-minded, and eager to continuously learn
Able to anticipate needs and act without constant direction
Compensation & Benefits
Competitive compensation aligned with experience
Billable hour target: 1,300
4 weeks PTO (including 6 sick days)
Health insurance reimbursement up to $250/month
401(k) with safe harbor match
What Success Looks Like 30 Days:
Understand firm systems, workflows, and quality standards
Begin completing drafting and probate tasks with accuracy
Communicate effectively with clients on routine matters
60 Days:
Manage portions of estate planning and probate matters independently
Support tax return preparation and asset tracking
Proactively identify issues and manage deadlines
90 Days:
Independently manage complex matters with minimal oversight
Produce polished, client-ready work
Improve efficiency, communication, and overall client service
Why Join Us This is an opportunity to join a collaborative, high-performing firm where your work directly impacts clients and outcomes. You will be trusted, supported, and given the autonomy to grow while contributing to meaningful, sophisticated legal work.
#J-18808-Ljbffr
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.
Key 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
Qualifications
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
Technology & Tools 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
This is a high technology-forward firm, and comfort with systems and process improvement is essential.
Ideal Candidate Profile The ideal candidate is:
Proactive and solutions-oriented
Highly organized and detail-driven
Client-focused with strong emotional intelligence
Comfortable taking ownership and working with autonomy
Curious, growth-minded, and eager to continuously learn
Able to anticipate needs and act without constant direction
Compensation & Benefits
Competitive compensation aligned with experience
Billable hour target: 1,300
4 weeks PTO (including 6 sick days)
Health insurance reimbursement up to $250/month
401(k) with safe harbor match
What Success Looks Like 30 Days:
Understand firm systems, workflows, and quality standards
Begin completing drafting and probate tasks with accuracy
Communicate effectively with clients on routine matters
60 Days:
Manage portions of estate planning and probate matters independently
Support tax return preparation and asset tracking
Proactively identify issues and manage deadlines
90 Days:
Independently manage complex matters with minimal oversight
Produce polished, client-ready work
Improve efficiency, communication, and overall client service
Why Join Us This is an opportunity to join a collaborative, high-performing firm where your work directly impacts clients and outcomes. You will be trusted, supported, and given the autonomy to grow while contributing to meaningful, sophisticated legal work.
#J-18808-Ljbffr