Estate Planning Paralegal Jobs in the United States
Woven Legal LLC
SF, CA
You will conduct initial client intake reviews to identify key issues, prepare and accurately draft client information packets (CIMI), and manage document versions from drafting through completion. You'll also handle funding coordination, including post-signing confirmations and asset checklists, while offering funding support to clients and addressing basic trust funding inquiries.
Bodman PLC
Grand Rapids, Michigan
Assist with forming entities, including preparation and filing of formation documents and obtaining taxpayer identification numbers from IRS.· Assists with annual entity reports and other state and local filings for the maintenance of client entities and applicable business registrations.· Interpersonal skills necessary to communicate in person, by e-mail and telephone, follow instructions effectively from a diverse group of clients, attorneys and staff, and provide information with ordinary courtesy and tact.·
Packman, Neuwahl & Rosenberg
$70000 - $80000
Miami, FL
Assist in finalizing multi-element client projects; Assist in drafting legal documents associated with various probate, estate and tax matters; Assist in drafting and processing probate filings and submissions; Assist in matters related to trust administration, including but not limited to, matters related to investment directives, powers of appointment, beneficiary distribution requests; Supervise filing of documents with the Courts and/or other government entities; Assist in matters related to general real estate transactions and related matters; Handling of real estate transactions and closings; Day to day correspondence and communication with clients, vendor and other parties as to real estate transactions; Order and review of title work, lien searches, surveys, etc. The candidate will provide support to counsel by performing general research, drafting legal documents related to probate, for our clients and business entities, performing and executing due diligence functions, pre-drafting and drafting of Probate and/or estate planning documents, as well as assisting our Real Estate attorney with preparation of documents and administrative duties; support general trust administration and documentation needs, and perform real estate closings.
Adams & Martin Group
$40 - $45
Roseville, California
Support attorneys in estate planning matters, including: Preparing draft estate planning documents (wills, trusts, powers of attorney, advance health care directives, certifications of trust, funding documents). The ideal candidate will have at least 3 years of experience in Trusts & Estates, including substantial work in Trust Administration, Probate, and Estate Planning.
Jobot
$50000 - $75000
Wheaton, IL
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Stay updated on current estate planning and tax laws, and inform attorneys of any significant changes that may affect cases.
The Freelance Firm, LLC
Bainbridge Island, WA
We are a national network of experienced, high-level, freelance attorneys and paralegals who provide remote, on-demand support for both short-term and long-term legal projects for our client law firms. Due to increased demand, we are now interviewing for a qualified, experienced and dedicated Washington State-based Estate Planning and Probate Administration Paralegal.
The Freelance Firm, LLC
Fort Lauderdale, FL
We are a national network of experienced, high-level, freelance attorneys and paralegals who provide remote, on-demand support for both short-term and long-term legal projects for our client law firms. Due to increased demand, we are now interviewing for a full-time, hybrid, qualified, experienced and dedicated Orlando area-based Estate Planning/Trust and Litigation Paralegal.
Law Office of Bryan Fagan
$40000 - $80000
Houston, Texas
PERFECT PERKS for your PASSION:Competitive Pay: Pay ranges from $40K-$80K, plus we have an attractive billable hour bonus plan that is paid out every two weeks. Excellent typing skills and computer literacy, including a solid understanding MS Office and or Google Suite applications.
Jobot
$65000 - $90000
Uniondale, NY
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. If you are interested in this position please call or text 949-996-7883 or email a confidential resume to https://jobot.com/apply/estate-planning-senior-paralegal/1903858348?utm_source=Monster.
Wisepath Financial Group
High Point, NC
We empower our clients by guiding them through every step of the estate planning process—preparing critical documents, educating them on their options, and providing mentorship to secure their future. Utilize estate planning software to generate accurate documents based on client input and ensure all necessary details are captured before review by partner attorneys.
Jobot
$67000 - $82000
Newport Beach, CA
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Successful candidate will assist our attorneys in preparing estate planning documents and probate documents, including petitions, inventories, accountings and real estate recordings.
Zirtual
Nara Visa, NM
The paralegal will provide a high-level professional service by working on tasks and projects as assigned by the client, and ensuring they are executed on time and to the highest level of quality. The paralegal will receive support from their assigned Account Supervisor, who will assist the paralegal & law firm relationship with plan modifications, questions, feedback on quality, delegation and collaboration best practices, and more.
Bonham Solutions
Manchester, CT
The Paralegal will primarily assist with estate planning document preparation and estate administration/settlement files, while also providing support across additional practice areas as needed. A well-established, multi-practice law firm based in Manchester, Connecticut is seeking a Paralegal to support its estate planning and estate settlement practice.
The Freelance Firm, LLC
Sacramento, CA
We are a national network of experienced, high-level, freelance attorneys and paralegals who provide remote, on-demand support for both short-term and long-term legal projects for our client law firms. Due to increased demand, we are now interviewing for a qualified, experienced and dedicated California-based Probate Administration/Estate Planning Attorney.
Atrium Staffing
$38 - $41
Miami, FL
Develops and implements procedures for handling complex transactions; coordinates and oversees closings, manages closing room activities, tracks workflow, and ensures proper execution and organization of pre- and post-closing documents. Responsibilities of the Real Estate Paralegal: Support the preparation, management, and organization of documents for real estate transactions, including escrow instructions, title and survey reviews, entity formations, UCC searches, local transfer requirements, and due diligence materials.
Carolina Family Estate Planning
Cary, NC
Carolina Family Estate Planning is seeking a skilled and compassionate Estate Administration Paralegal to guide clients through probate and trust administration with clarity, professionalism, and care. Are you looking for a role where you can do meaningful work, feel supported by a collaborative trusts and estates team, and make a real difference in clients' lives?.
Collins & Collins
Greenville, SC
Collins and Collins, PA, is a small law firm dedicated to providing exceptional legal services in advanced estate planning, post-mortem estate and trust administration, and probate law. The ideal candidate will assist attorneys in managing the post-mortem trust and estate administration process and providing support in client meetings and communications.
Monzingo | Legal
Glastonbury, CT
Our client, an established Estate Planning law firm in Glastonbury, Connecticut, seeks a Trusts and Estates Paralegal with more than two years of relevant experience. Exhibit a thoughtful and proactive work style, including active listening, asking questions, performing analysis and taking appropriate action.
Mayer Brown LLP
$71400 - $101000
Chicago, Illinois
We are a collegial, collaborative firm where highly motivated individuals with an unwavering commitment to excellence receive the opportunity, support, and development they need to grow, thrive, and realize their greatest potential all while supporting the Firm’s client service principles of excellence, strategic partnership, commercial instinct, integrated strengths, innovation, and collaboration across our international firm. Support attorneys throughout all phases of complex commercial real estate transactions, including acquisitions, dispositions, development projects, leasing, and real estate finance.
University of Massachusetts Medical School
Westborough, Massachusetts
The Third Party Liability & Benefit Coordination (TPL&BC) business teams at ForHealth Consulting focus on identifying and coordinating benefits and performing cost avoidance, recovery, lien verification, and asset verification activities for state Medicaid programs, including MassHealth. Continue to refine and enhance current operations, implementing innovative methods to identify new cases, verify claims and recover payments originally paid by Medicaid and/or other state funded programs based on federal and state statutes and regulations.
Gables Search Group
$70000 - $90000
Hauppauge, NY
Prepare estate tax returns (Internal Revenue Service Form 706 and state estate tax forms) and fiduciary income tax returns (Form 1041) in coordination with CPAs. Working out of Smithtown, NY or Melville, NY, he/she will assist attorneys in all aspects of estate and trust administration, including probate proceedings, asset collection, and distribution to beneficiaries.
Crunch Fitness - CR Holdings
Tampa, FL
We are seeking an experienced and detail-oriented Real EstateParalegal provide day-to-day support to in-house corporate counsel in one or more of the following areas: preparation, review and revision of legal documents for real estate transactions, including leases, licenses, purchase agreements, deeds, easements, closing documents, escrow instruction letters and other transaction documents corporate governance, entity management, contract drafting, M&A due diligence, legal research, and internal compliance initiatives. The company is rapidly expanding its club footprint throughout Florida, Georgia, North Carolina, Texas, Tennessee, and Arizona and is led by a veteran management team with over one hundred years of combined experience in the fitness industry.
Timothy Jon & Associates
Milwaukee, WI
The successful candidate will work closely with the legal, construction, and asset management teams to ensure all real estate transactions and documentation are handled efficiently and accurately. Provide paralegal support for acquisitions and dispositions, including entity formation, due diligence, title and survey review, financing coordination, and closing activities.
Shriners Children's
Tampa, Florida
Analysis of files and preparation of detailed Set-Up Memos providing the Finance Department with all information and documentation necessary to record assets received through the Legal Department in the Finance Department’s custodial files, including a complete description of the asset, background and history of the trust or estate administration, highlighting pertinent issues, as well as contact information for attorneys and trustees involved in the gift, and updates as to assets received. Manages files as appropriate with follow-ups, accurate status and notes, on-line database searches, communicate as necessary with administrative staff at hospitals, Donor Relations, Development Directors and Finance Department staff, initiates contact to Courts, communicates with trust officers, probate counsel, legal staff and executors regarding estate and trust administration.
Harwood Lloyd, LLP
Hackensack, NJ
Harwood Lloyd's talent has been recognized by top publications in the legal industry, including US News - Best Lawyers in America "Best Law Firms," New Jersey Lawyers and 201 Magazine's Top Lawyers, and Super Lawyers for several years including 2025. In our Commercial Real Estate department you work hand-in-hand with our attorneys to provide daily administrative support, filing motions and drafting legal documents, and opening, maintaining and organizing client files.
Keller Executive Search
$125000 - $145000
Palo Alto, CA
Based out of their Palo Alto headquarters, their in-house legal team provides dedicated support across a broad portfolio of real estate companies spanning development, investment, and services. They are seeking an experienced Legal & Corporate Paralegal to join a close-knit team working alongside several attorneys and a Senior Corporate Paralegal.
The Freelance Firm, LLC
Fort Lauderdale, FL
Draft comprehensive estate and gift tax planning structures, as well as corporate transactions, including preferred partnership freezes, Family Limited Partnerships, ILITs, SLATS, intentionally defective irrevocable trusts, and tax-free reorganizations. We are a national network of experienced, high-level, freelance attorneys and paralegals who provide remote, on-demand support for both short-term and long-term legal projects for our client law firms.
Marcus & Millichap Company
Palo Alto, CA
Proofreading and editing abilities are necessary, along with strong written and verbal communication skills, solid knowledge of software solutions, and experience with real estate transactions and/or prior corporate legal experience is preferred. Responsibilities include drafting and reviewing corporate governance documents, board resolutions, and compliance filings; managing entity formations and registrations across multiple jurisdictions; and assisting with due diligence for acquisitions and financings.
TDS Telecom
Chicago, Illinois
Responsibilities: Draft, review, and revise a variety of real estate legal documents, including leases, lease amendments, easements, license agreements, access and utility agreements, memorandums of leases, option agreements, and asset purchase agreements. Manage end-to-end real estate transactions, including coordinating due diligence, collecting and reviewing documents, preparing closing documents, and facilitating execution and recording of documents.
Insight Global
$100000 - $150000
New York, NY
Experience working supporting attorneys in Commercial Real Estate including working on the borrower side, completing titles and surveys, etc. As a contributing team member, the Paralegal is pro-active in balancing multiple work demands, taking personal responsibility for the quality and timeliness of their work and maintaining client and firm confidentiality.
Satori Digital
Hartford, CT
Known for their high-touch client service and supportive team environment, this firm is seeking an organized and reliable Paralegal to assist attorneys with managing complex estate matters from start to finish. You’ll be supporting attorneys on drafting legal documents, managing client communication, and ensuring compliance with all procedural requirements related to estate and trust administration.
Dorsey & Whitney
$27 - $62.53
Minneapolis, MN
We are a premier legal counselor to companies worldwide in a wide range of industries, including banking & financial institutions; development & infrastructure; energy & natural resources; food, beverage & agribusiness; healthcare & life sciences; and technology. As a valued team member, you are a critical part of Dorsey's client service team, working collaboratively with lawyers and clients on an array of substantive client matters.
Telephone and Data Systems Inc.
Chicago, Illinois
Responsibilities: Draft, review, and revise a variety of real estate legal documents, including leases, lease amendments, easements, license agreements, access and utility agreements, memorandums of leases, option agreements, and asset purchase agreements. Manage end-to-end real estate transactions, including coordinating due diligence, collecting and reviewing documents, preparing closing documents, and facilitating execution and recording of documents.
Orion Placement
$65000 - $75000
Bedford, Massachusetts
Good fit job titles/keywords for candidates: Real Estate Paralegal, Residential Real Estate Paralegal, Closing Paralegal, Conveyancing Paralegal, Real Estate Closing Specialist, Real Estate Legal Assistant, Real Estate Transaction Coordinator, Title and Closing Paralegal, Mortgage Closing Paralegal, Qualia. Note: Must have 1+ year of real estate paralegal or real estate closing experience (law firm preferred) and comfort handling transactions in a fast-paced environment.
Moffitt Cancer Center
Temple Terrace, Florida
The Specialist is also responsible for overseeing the full administration of Moffitt’s Charitable Gift Annuity (CGA) program, including preparing CGA illustrations, coordinating with external vendors, ensuring timely payments, and overseeing proper closure and distribution of CGAs. Reporting to the Director of Planned Giving, this position manages the administration of bequests and trust distributions by working directly with estate executors, trustees, attorneys, accountants, financial advisors, and other third-party representatives.
Haley Stuart Group
Roseland, NJ
Serve as a Liaison between clients and attorneys as well as between Municipal and County Planning and Zoning Boards and attorneys. - Expedite and assist with transactional aspects of land use and real estate cases including inspections and reports.
Adams & Martin Group
$70000 - $100000
San Diego, California
The Senior Trusts & Estates Paralegal will support attorneys in a wide range of matters including trust administration, probate filings, estate planning documentation, real property transfers, and related tax filings. Our Del Mar-based law firm focuses on sophisticated trust and estate, probate, business planning, entity formation, and trust administration matters.
Adams & Martin Group
$35 - $50
Roseville, California
Our client is seeking an experienced Trusts, Estates, and Estate Planning Paralegal with at least 4 years of experience in trust administration, probate, and estate planning. This role requires strong organization, excellent communication skills, and the ability to manage multiple deadlines in a fast‑paced practice.
Compass Business Solutions, Inc.
Washington, DC
Accelerant Law is seeking a Paralegal, Trust and Estates (Mid-Level) to provide comprehensive trust and estate administration support to attorneys and clients as part of the Firm’s legal team. Collaborate with attorneys on drafting estate-planning-related documents, including powers of attorney, LLC operating agreements, Crummey letters, promissory notes, and related materials.
Hatch Global Search
$65000 - $95000
Smithtown, New York
A Trusts and Estates Administration Paralegal assists attorneys with estate planning, probate, and trust administration, preparing documents, researching legal issues, and managing client matters, all under the supervision of a lawyer. The candidate will work closely with clients, attorneys, paralegals, and accountants and should have excellent communication, organizational, and computer skills, including Excel.
Hatch Global Search
$65000 - $95000
New York, New York
A Trust and Estates Administration Paralegal supports probate attorneys by managing various aspects of estate planning, trust administration, and probate. This includes drafting legal documents, managing client communications, preparing financial statements, and assisting with estate tax returns.
Compass Business Solutions, Inc.
Washington, DC
Accelerant Law is seeking a Paralegal, Trust & Estates, Operations, and Tax (Senior Level) to provide comprehensive, highly experienced trust and estate administration support to attorneys and clients as part of the Firm’s legal team. Prepare SS-4 forms, manage authorizations, and apply for tax identification numbers (EINs) for trusts and entities created by the Firm; work with third-party service providers and draft necessary documentation to create and form entities.
Carolina Estate Planning
$110000 - $140000
Winston-Salem, NC
Join Carolina Estate Planning as a Trust and Estate Planning Attorney, where you'll empower clients to achieve peace of mind through strategic estate management. Initiative fuels our proactive approach to problem-solving, empowering us to anticipate and address clients’ needs with creativity and resourcefulness.
Crafted Staff
$120000 - $152000
Tampa, FL
A leading specialty subcontractor is seeking a Senior Business Development Manager to lead growth and client development efforts across the Texas market, including San Antonio, Dallas, and Houston. Experience with Division 6–12 scopes, including architectural woodwork, doors, frames, millwork, drywall, glazing, ceilings, or related interior construction scopes.
Hatch Global Search
$65000 - $90000
New York, New York
A Real Estate Paralegal assists lawyers in handling real estate transactions, preparing legal documents, conducting research, and managing files. From landlord/tenant litigation to broader real estate disputes, you’ll gain exposure to a wide range of legal matters—perfect for deepening your expertise and building a more specialized skill set.
JLC & Associates
New York, NY
We are seeking an experienced Senior Real Estate Paralegal to take ownership of high-volume residential transactions while supporting sophisticated commercial matters, including tenant representation, financing transactions, and offering plan filings. This role is ideal for someone who thrives in a fast-paced closing environment, understands NYC real estate at a technical level, and can independently manage matters from contract through post-closing.
JKZ LLP
$57.69 - $72.11
San Francisco, CA
Additionally, the Senior Paralegal – Trusts & Estates must have strong organizational skills, knowledge of statutory requirements, and the ability to manage sensitive client matters, as well as being extremely detail-oriented, organized, critical about accuracy, spelling and grammar and possess the ability to prioritize and follow up. Summary of Position: The Senior Paralegal – Trusts & Estates provides substantive case support to attorneys through drafting, research, factual analysis, and workflow management.
Career Consulting Partners
$60000 - $85000
Glendale, California
Career Consulting Partners has teamed up with a reputable boutique firm serving all of Southern California in both transactional and litigation matters on a wide variety of issues, including bankruptcy, real estate, HOA and condominium law, evictions, contract negotiations, advising businesses, and estate planning. The ideal candidate will have extensive experience in managing the discovery process, including propounding and responding to discovery requests, filing, and ensuring compliance with legal procedures and deadlines.
United Placement Group
$20000 - $70000
Manhattan, KS
Experienced estate planning attorneys are invited to join our national network and tap into a proven platform that delivers intake-completed clients and turnkey back-office support, so you can stay focused on high-value legal work and increased income. If you’re ready to make the new year the moment you expand your practice—with clients ready to engage and a professional team standing behind you—apply today and start building the next chapter of your estate planning career.
United Placement Group
$20000 - $70000
Wichita, KS
Are you an experienced estate planning attorney looking to expand your practice without spending time or money on marketing, lead generation, or extra staff? Our team supports document preparation, deed retrieval, delivery scheduling, and client coordination so you can focus on legal analysis and advice.