Paralegal - Estate and Probate (Hybrid)

Elite Virtual Assistants•Greenwood Village, CO

1d•Hybrid

About The Position

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.

Requirements

Experience in estate planning, probate, or trust and estate 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 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

Nice To Haves

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

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, 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