Paralegal – Estate and Probate

Elite Virtual Assistants

Paralegal supporting a growing estate planning and probate practice within a two-attorney firm. Managing complex matters and providing exceptional client service to high-net-worth clients.

Posted 6/2/2026full-timeDenver • Colorado • 🇺🇸 United StatesMid-LevelSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

estate planningprobate administrationtrust administrationFederal Estate Tax ReturnsGift Tax Returnsfinancial data analysisbusiness succession planningreal estate transfersentity structuringdocument drafting

Soft Skills

analytical skillsmathematical skillsattention to detailcritical thinkingadaptabilitywritten communicationverbal communicationindependenceempathyproactive problem solving

Tools & Technologies

Microsoft Office SuiteExcelPractice PantherMonday.comIntakeQThe Form Tool (Doxsera)OneDrivedocument management systemsworkflow automation toolslegal software

Industry Keywords

probate mattersasset tablescreditor tableshigh-net-worth clientslegal documentsfilingsdeedsassignmentsownership retitlingerror-free work

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
Experience with Microsoft Office Suite (Excel proficiency required)
Willingness to learn: Practice Panther, Monday.com, IntakeQ, The Form Tool (Doxsera), OneDrive and document management systems, various legal, tax, and workflow automation tools

Benefits

Comp & perks

4 weeks PTO (including 6 sick days)
Health insurance reimbursement up to $250/month
401(k) with safe harbor match