Remote Probate Paralegal

Full Job Description

The Remote Accounting, Probate & Estate Administration Paralegal will work closely with our probate and estate administration attorneys, operations manager, and clients throughout all stages of the probate and estate administration process. This position combines traditional financial and accounting components with probate paralegal responsibilities. The ideal candidate will be comfortable working with financial records, bank and investment statements, estate assets and liabilities, transaction histories, reconciliations, and fiduciary accountings. You will help move matters efficiently from initial qualification and filing through administration, accounting, distribution, and closing by preparing documents, organizing financial information, tracking deadlines, communicating with clients and third parties, and ensuring attorneys have accurate, complete information at every stage of administration.

Job Responsibilities

-Assist attorneys with probate and estate administration matters from initial filing through final distribution and closing.

-Prepare probate petitions, notices, inventories, accountings, correspondence, and other court and estate administration documents for attorney review.

-Gather and organize information regarding estate assets, liabilities, beneficiaries, creditors, and expenses.

-Communicate regularly and professionally with personal representatives, executors, administrators, beneficiaries, financial institutions, courts, accountants, and other third parties.

-Coordinate the identification, collection, valuation, transfer, liquidation, and distribution of estate assets.

-Assist with obtaining date-of-death values for bank accounts, investment accounts, securities, real estate, business interests, and other estate assets.

-Track court deadlines, filing requirements, creditor periods, inventories, accountings, tax-related deadlines, and other critical dates.

-Prepare and coordinate probate filings and monitor matters for court orders, notices, qualification requirements, and other developments.

-Maintain organized and accurate electronic matter files, ensuring documents, financial records, correspondence, and supporting materials are properly maintained.

Job Requirements

-Prior experience in probate, estate administration, trusts and estates, or a similar paralegal role is strongly preferred.

-Experience in accounting, bookkeeping, financial administration, or financial reconciliation is strongly preferred.

-Demonstrated ability to read and understand bank statements, investment statements, transaction histories, and other financial records.

-Strong proficiency with Microsoft Excel, including the ability to create and maintain organized financial spreadsheets.

-Experience reconciling accounts and identifying discrepancies in financial records is highly desirable.

-Experience preparing or assisting with fiduciary, probate, trust, or estate accountings is a significant plus.

-Strong organizational skills and exceptional attention to detail.Ability to work accurately with numbers and financial data.

-Ability to manage multiple matters, deadlines, and competing priorities with limited supervision.

-Strong written and verbal communication skills.Comfortable communicating professionally with clients, attorneys, courts, financial institutions, accountants, and other professionals.

-Ability to identify missing information, inconsistencies, and potential issues and proactively bring them to the attorney's attention.

-Comfortable working independently in a remote environment while remaining responsive and accountable to the team.

Skills Required

• Customer Support - Expert
• Admin Support - Expert
• Other Project Management - Expert
• Accounting - Expert
• Customer Service - Expert

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