Estate Planning, Probate Paralegal
Aprio
full-time
Posted on:
Location Type: Hybrid
Location: Scottsdale • Arizona • United States
Visit company websiteExplore more
About the role
- Draft, revise, proofread, and finalize estate planning documents, including wills, revocable trusts, amendments, pour-over wills, health care powers of attorney, financial powers of attorney, living wills, HIPAA authorizations, and related ancillary documents, consistent with applicable requirements.
- Prepare signature packets; coordinate notarization and witnessing; manage execution ceremonies and post-execution document handling (scanning, delivery, storage, and indexing).
- Assist with trust administration matters, including gathering and organizing asset information, preparing beneficiary communications, and tracking tasks and deadlines.
- Support probate matters from initiation through closing, including assembling intake information, preparing checklists, and drafting routine pleadings, notices, and correspondence under attorney supervision.
- Prepare and manage probate court filings (e-filing where applicable), service of process, publication requirements, and calendaring of statutory and court deadlines.
- Request and track certified documents (e.g., death certificates, letters of appointment, certified court orders) and coordinate with financial institutions, title companies, and other third parties.
- Assist with preparation of inventories, accountings, proposed distributions, and closing documentation as directed by attorneys.
- Maintain accurate case management records, client data, time entries (if applicable), and document versions; ensure files comply with firm standards and confidentiality requirements.
- Communicate professionally with clients, beneficiaries, fiduciaries, court staff, and opposing counsel; provide status updates and request information as needed.
- Perform legal and factual research related to probate procedure and local court rules as assigned (non-attorney, non-legal-advice capacity).
Requirements
- Paralegal certificate from an ABA-approved program or equivalent combination of education and experience.
- 2+ years of experience as a paralegal supporting estate planning and/or probate matters, with demonstrated working knowledge of probate processes and terminology.
- Familiarity with trust and estate planning documents, execution formalities, and common workflows.
- Experience preparing court filings, managing deadlines, and maintaining organized electronic and paper files.
- Proficiency with Microsoft Office (Word, Outlook, Excel) and document management/case management systems.
- Strong proofreading, formatting, and attention to detail; ability to produce accurate work under deadlines.
- Excellent written and verbal communication skills; professional client service demeanor.
- Ability to handle sensitive and confidential information with discretion.
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
estate planningprobate processescourt filingslegal researchdocument preparationtrust administrationasset information organizationchecklist preparationtask trackingconfidentiality compliance
Soft Skills
attention to detailprofessional communicationclient servicetime managementorganizational skillsproofreadingverbal communicationwritten communicationdiscretionability to work under deadlines
Certifications
paralegal certificateABA-approved program certification