Reviews client contracts and compliance requests, coordinates documentation and approvals with legal and internal teams, and helps resolve requirements that could delay sales and client placements.
Probate Paralegal
📜 Description
- Manage probate cases from initial opening through completion.
- Draft, assemble, and file probate petitions, inventories, accountings, notices, and supporting pleadings.
- Monitor court dockets, statutory deadlines, and scheduled hearings.
- Communicate with personal representatives, executors, and beneficiaries about case status, documentation, and next steps.
- Respond to client inquiries and coordinate substantive legal issues with attorneys.
- Track time, organize electronic case files, and manage task workflows and follow-ups.
🛠️ Requirements
- Proven experience working as a Probate Paralegal within U.S. probate law and estate administration.
- Demonstrated ability to complete and submit state-specific probate court forms and pleadings independently.
- Proficiency with legal practice management platforms (Lawcus), scheduling software (Acuity), Google Workspace (Gmail), and Microsoft Office (Outlook, Word, Excel).
- Strong organizational, calendar management, and time-tracking capabilities.
- Professional telephone and written communication skills suitable for client and court interactions.
✨ Benefits
- Work From Home
- Performance Bonus
Full job description
VirtueStaff is seeking an experienced Probate Paralegal to manage and execute estate administration and probate matters from initiation through final discharge. Working in close coordination with attorneys, this role handles probate court filings, petition drafting, statutory deadline monitoring, client communication, and accurate case documentation. The ideal candidate maintains proactive tracking over all court milestones while ensuring clients receive consistent updates throughout the administration process.
Responsibilities
- Manage and process probate cases from initial opening through completion, ensuring timely progression and accuracy.
- Draft, assemble, and file required probate court petitions, inventories, accountings, notices, and supporting legal pleadings.
- Monitor court dockets, statutory filing deadlines, and scheduled probate hearings.
- Maintain consistent communication with personal representatives, executors, and beneficiaries regarding case status, documentation requests, and next steps.
- Respond to client inquiries, provide regular matter updates, and coordinate with attorneys on substantive legal issues.
- Track billable and non-billable time accurately within firm practice systems.
- Organize electronic case files, manage task workflows, and log follow-up actions systematically.
Requirements
- Proven experience working as a Probate Paralegal within U.S. probate law and estate administration.
- Demonstrated ability to complete and submit state-specific probate court forms and pleadings independently.
- Proficiency with legal practice management platforms (Lawcus), scheduling software (Acuity), Google Workspace (Gmail), and Microsoft Office (Outlook, Word, Excel).
- Strong organizational, calendar management, and time-tracking capabilities.
- Professional telephone and written communication skills suitable for client and court interactions.
Benefits
- Work From Home
- Performance Bonus
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