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Estates & Trust Paralegal

Job Summary:

The Paralegal will work with attorney(s) in preparing estate planning documents, such as wills, trusts, powers of attorney and health care directives, and documents needed to fund trusts such as deeds and assignments. Works with clients to understand their intentions as to their assets, coordinates beneficiary designations and works with financial institutions to update beneficiaries and reflect title to accounts to meet the client's intentions.

Essential duties and responsibilities:

· Meets with attorneys, clients, and other professionals to discuss assigned cases or projects.

· Drafts legal documents including wills, trusts of various types, powers of attorney and health care directives

· Prepares, organizes, stores, and retrieves information gathered to coordinate assets.

· Familiar with legal document management systems.

· Assists attorneys with client meetings.

· Develops and maintains records regarding billable hours.

· Performs other duties as assigned.

Required skills and abilities:

· Excellent verbal and written communication skills.

· Understanding of legal language and principles, research methods, court pleadings and processes, and other related matters.

· Excellent interpersonal and customer service skills.

· Excellent organizational skills and attention to detail.

· Excellent time management skills with a proven ability to meet deadlines.

· Strong analytical and problem-solving skills.

· Ability to function well in a high paced and at times stressful environment.

· Ability to maintain confidentiality, and to exercise discretion and good judgement.

· Self-starter that works well in a small group or independently.

· Proficient with Microsoft Office Suite or related software.

Education, experience, and physical requirements:

· Associate degree in Paralegal Studies or related field required, bachelor's degree in paralegal studies or related field preferred.

· Some related experience is preferred. Experience working with Medicaid trusts or Medicaid compliance matters is a plus.

· ABA approved Paralegal program preferred.

· Prolonged periods of sitting at a desk and working on a computer.

· Lifting of up to fifteen pounds at times.

Salary Range: $45,500 - $60,000, depending on qualifications

Looking for a firm with that will give you the chance to do get face time with big-time clients and work with the top trust & estate lawyers in the state?

About Us

Our client is a boutique Texas firm celebrating 25 years of sophisticated trust, estate, and probate representation. With offices in Houston, Dallas, and Austin, we've served over 6,300 clients — from young families drafting their first wills to executors managing $100M estates. Our attorneys are Board Certified in Estate Planning and Probate Law, a distinction held by fewer than 3% of Texas attorneys.

The Role

We're looking for a knowledgeable and client-focused attorney to handle a well-rounded docket including estate planning (wills, trusts, powers of attorney), probate administration, guardianship, fiduciary services, and estate and trust litigation.

What We're Looking For

• Texas bar license (required)
• 2+ years of experience in trusts, estates, or probate
• Compassionate, client-first approach
• Board Certification in Estate Planning & Probate a plus

Why this role?

• Established boutique firm with a 25-year track record
• Complex, high-value matters across all three major Texas markets
• Collaborative team of 12 attorneys with deep subject matter expertise

Compensation + Benefits

• Base Salary + commission
• IRA plan with company contribution
• Medical, vision, and dental insurance
• 401k

Trusts & Estates/Corporate Assistant

Location: Westlake Village, CA

Salary Range: $60,000 to $80,000 per year, along with comprehensive benefits such as medical, dental, vision, etc.

Position Type: Full-Time, Onsite, Direct Hire

LHH is partnering with a well‐established boutique law firm in Westlake Village that specializes in trusts & estates, estate planning, probate administration, and corporate/business entity matters. They are seeking an experienced and detail‐oriented Trusts & Estates/Corporate Assistant to support a high-level practice and work directly with attorneys and clients. This role requires strong organizational skills, excellent client service, and the ability to manage a steady workflow involving both T&E and corporate administrative tasks.

Responsibilities:

• Assist with drafting, formatting, and preparing estate planning documents, including trusts, wills, powers of attorney, and related instruments
• Support trust and probate administration, including asset collection, maintenance of asset spreadsheets, preparation of correspondence, and communication with beneficiaries
• Prepare and organize corporate formation and maintenance documents, including entity formations, annual minutes, resolutions, and corporate record books
• Assist with filings related to business entities, including Secretary of State submissions and related compliance tasks
• Coordinate with financial institutions, accountants, appraisers, and fiduciaries to obtain necessary documents and asset information
• Prepare and maintain client files, calendars, and deadlines for both T&E and corporate matters
• Handle document execution, notarizations, scanning, and organization of completed estate planning binders
• Communicate professionally with clients, trustees, beneficiaries, and business owners regarding status updates and required action items
• Provide general administrative support to attorneys as needed, ensuring efficient workflow and accurate documentation

Qualifications:

• Minimum of 3 years of experience supporting a trusts & estates practice; experience with corporate/entity support strongly preferred
• Strong understanding of estate planning and probate concepts, terminology, and procedures
• Familiarity with corporate filings, entity maintenance, and basic business compliance documents
• Excellent attention to detail, accuracy, and follow‐through
• Strong written and verbal communication skills and a client‐service mindset
• Proficiency with legal software, document management systems, and Microsoft Office

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance

A well-established law firm in Tysons, Virginia is seeking an experienced Trust and Estate Attorney to join its growing practice. The firm provides comprehensive legal services to individuals, families, and business owners, with a focus on estate planning, trust administration, and probate matters.

Key Responsibilities

• Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, and tax planning.
• Draft and review estate planning documents tailored to each client’s goals and financial circumstances.
• Handle trust and estate administration, including probate filings, asset distribution, and fiduciary accountings.
• Counsel high-net-worth clients on complex estate and tax strategies.
• Collaborate with the firm’s corporate, tax, and real estate attorneys as needed to provide integrated legal solutions.

Qualifications

• J.D. from an accredited law school and active Virginia Bar membership (or eligibility for admission).
• 3–8 years of experience in estate planning, trust administration, and probate law.
• Strong drafting skills and attention to detail.
• Excellent interpersonal skills and client service orientation.
• Experience advising high-net-worth clients and familiarity with federal estate and gift tax concepts is preferred.

Compensation and Benefits

• Competitive salary commensurate with experience.
• Comprehensive benefits package, including health, dental, vision, and 401(k).
• Opportunities for professional development and career growth.
• Supportive and collegial team environment.
• The annual salary for this position is between $130,000 – $180,000. Factors which may affect pay within this range may include geography/market, skills, education, experience, and other qualifications of the successful candidate.

DarrowEverett LLP is looking for a Trust & Estates Attorney for our Boston or Providence offices with immediate availability. The candidate must have excellent communication and administrative skills, be highly organized and detail-oriented, be able to multitask without sacrificing efficiency, be responsible, and be able to represent the firm, always, in ways that enhance its reputation.

Role & Responsibilities

• Provide legal guidance and advice to clients on estate planning, business formation, special needs planning, high net worth estate planning, and related areas of law.
• Draft legal documents, including trusts, wills, powers of attorney, and other estate planning and business succession documents.
• Drafting sophisticated estate and tax planning documents, such as SLATs, IDGTs, charitable remainder and lead trusts, and decanting instruments.
• Representing personal representatives and trusts before probate and family courts, on a variety of estate, trust and guardianship matters.
• Assist clients in creating and implementing strategies to protect and preserve assets.
• Comply with all client and firm standard operating procedures.
• Legal and tax research.

Qualifications:

• Bachelor’s degree and J.D. Degree
• Ideal candidates will have a minimum of 3 to 5 years’ experience in trust and estate matters, business formation, and related areas of law, including high net worth estate planning.
• The ideal candidate will have experience working directly with high-net-worth clients on estate preservation and planning strategies, including preparing revocable and irrevocable trusts for asset protection and tax strategies, and managing reorganization of asset ownership.
• Handling surrogate court proceedings.
• Strong oral and written communication skills
• Ability to organize factual and legal data into clear and logical arguments.
• Ability to handle sensitive matters on a confidential basis.
• An active license as an attorney in Massachusetts. Active licenses in Florida and Rhode Island are a plus.
• A high degree of initiative, mature judgment, and discretion.
• Organization and time management skills.

Project Recruit has partnered with a top-rated regional, multidisciplinary law firm known for its exceptional culture, collaborative environment, and supportive leadership. The firm provides a permanent hybrid schedule (three days in-office, two days remote), meaningful mentorship, and an emphasis on long-term professional growth. Community involvement is a cornerstone of the firm, with pro bono service and corporate social responsibility integral to its mission.

RESPONSIBILITIES:

• Representing and counseling fiduciaries and beneficiaries in contested probate, accountings, and all other manner of estate, trust, and fiduciary litigation.
• Working closely with attorneys and paralegals on uncontested probate, administration, and accountings.
• If interested, an opportunity to work on estate planning and drafting wills, trusts, and related estate planning documents.

QUALIFICATIONS:

• Minimum of six years’ experience in trusts and estates or commercial litigation, with a decided interest in fiduciary litigation
• Desire to learn from others and develop trusts and estates litigation, negotiation, and administration knowledge and skills
• Admitted to practice law in the state of New York

About the Position:

Our client, a sophisticated Midwest-based law firm, is actively seeking a trusts and estates attorney to join its thriving office in Chicago. This practice handles a range of T&E matters, including charitable planning, family foundation counseling, probate and estate administration, transfer tax planning and audit representation, trust administration, and litigation.

Highlights:

· Firm believes strongly in work-life balance

· Top-notch professional development support

· Fantastic opportunity for hands-on experience

Responsibilities:

· Counsel individuals, families, executives, and business owners on estate planning, trust administration, business succession planning, and probate matters

· Assist clients in developing tax-efficient and cost-effective strategies for wealth transfer among spouses, family members, friends, or in support of charitable organizations

· Prepare estate and gift tax returns

Required Qualifications:

· 8+ years of trust and estates experience

· Strong academic credentials

· Some portable business is preferred but not required

Location:

Chicago, IL (Hybrid)

Compensation:

The anticipated base salary range for this position is $275,000+.

About Us:

McCormack Schreiber Legal Search is Chicago's leading legal search firm. We leverage more than 30 years of experience in the Chicago legal market to assist attorneys and paralegals seeking new opportunities and employers searching for top legal talent.

Thompson Hine LLP, an AmLaw 200 firm consistently recognized for our Innovation, Inclusion, and collaborative culture, is seeking an experienced Estate and Trust Paralegal to join our team in the following locations Cleveland or Columbus office. This position will support members of the Personal & Succession Planning practice group.

Position responsibilities include but are not limited to the following:

Estate Administration

• Prepare initial probate papers.
• Value assets, either manually or by use of computer programs, including required research.
• Prepare probate inventories and accountings, and other court required filings.
• Provide information regarding filing deadlines and/or other deadlines for inclusion on the firm-wide docket.
• Contact court and other agencies in order to process filings, record deeds and other conveyances, and, when required, to personally file estate documents.
• Arrange distributions to or on behalf of beneficiaries.
• Draft deeds and other transfer documents to fund revocable trusts.
• Research state and county records to obtain information on business entities and heirs.
• Meet with Probate Court Magistrates as needed.
• Experience working with banks, county auditors and other governmental agencies.

Estate & Gift Tax Returns

• Gather and organize gift information and related documentation.
• Gather and organize asset and debt information from Executor/Trustee.
• Prepare a first draft of gift tax returns and estate tax returns.
• Coordinate with other professionals, e.g., accountant, financial advisor, family office.

Trust Administration - Inter Vivos Trusts

• Review Brokerage Statements.
• Arrange distributions to or on behalf of beneficiaries.
• Prepare reports to beneficiaries.

Required Qualifications

• Four-year degree or equivalent experience. Degree in Paralegal Studies or paralegal certificate preferred.
• Must have familiarity with the Ohio Probate Law and Microsoft Office programs.
• Experience with the following software is highly desired: LEXIS, Estate Val XP, Financial Partner, Perfect Forms, Brentmark IRS Factors Calculator, GEMS (Gillette Estate Management System).
• Ability to carry out duties with the highest quality, standards and timeliness, while maintaining confidentiality and discretion at all times is necessary.
• Must be proficient in drafting and revising documents with exceptional writing and proofreading skills.

Compensation is determined upon the market in which the position is located, the responsibilities of the position, the experience and skills of the applicant, and other job-related factors. The estimated salary range for this Cleveland position is $80,000 to $110,000.

Thompson Hine LLP is an Equal Opportunity Employer that offers competitive wages, and a robust benefits package. Benefit offerings include, but are not limited to, medical, dental, and vision insurance as well as Paid Time Off (PTO).

Thompson Hine EEO Policy

Please closely read the job requirements.

We're helping our client, a community bank in Sussex County, NJ, fill a Trust Administrator position. The role will manage accounts with trust product customers from account opening to closure; communicating with beneficiaries and other stakeholders; facilitating payments for expenses, liabilities, and disbursement of funds; overseeing preparation and payment of taxes; and in general being a polished representative of the bank.

Candidates must have:

• At least 3 years of experience, ideally 5+, in either a bank's trust department or at a law firm specializing in trust and estate. Paralegals are encouraged to apply.
• The ability to work in Andover, NJ 3 days per week.

If you're interested and meet the above qualifications, email Sean at , attaching your resume. Thanks!

Trusts & Estates Attorney | Hybrid | $140K–$190K | Mid-Size Boston Firm

Distinct Recruitment are working with a highly respected mid-size law firm in Boston that's looking to add a Trusts & Estates Attorney to their growing team. This is an incredible opportunity for someone who wants to work on sophisticated estate planning and administration matters, often involving high-net-worth clients, in an environment that offers both mentorship and autonomy.

Why this firm?

"Person first, attorney second" — it's not just their motto, it’s how they operate.

Hybrid work model — flexibility without sacrificing collaboration.

Compensation between $140,000 – $190,000, commensurate with experience.

Clear path to partnership with supportive leadership.

A genuinely collaborative culture full of smart, kind people.

What you'll do:

• Advise individuals and families on complex estate planning, tax strategies, and trust administration.
• Work directly with clients from day one — you're not just behind the scenes here.
• Join a team known for its technical excellence and practical approach.

What they're looking for:

• 3+ years of experience in estate planning and trust & estate administration.
• Exposure to or interest in working with high-net-worth individuals.
• Someone who values client relationships as much as technical precision.

If you're looking for a firm where you can grow long-term, do meaningful work, and be surrounded by genuinely good people, let’s talk.

Message me directly or apply below to learn more — all inquiries held in strict confidence.