Probate Paralegal

Overview

A law firm is seeking a Probate Paralegal to support attorneys in their Ohio offices or remotely. This role involves assisting with the administration of estates through the probate process, maintaining organized client files, and ensuring compliance with probate court procedures. The position offers a salary range of $75,000 to $95,000 per year, with final compensation based on experience, skills, education, and internal equity.

Note: Ohio probate law experience is required.

Responsibilities

• Draft and organize probate-related documents such as petitions for probate, letters testamentary, inventories, accountings, and notices to beneficiaries and creditors.
• Coordinate execution and filing of probate documents, including arranging notarization and court submissions.
• Prepare and record deeds and other real property transfer documents related to estate administration.
• Conduct client intake interviews and summarize decedent information, asset details, and family relationships for attorney review.
• Assist clients via email and phone to gather necessary documentation for probate filings, including death certificates, asset lists, and creditor information.
• Manage probate timelines and checklists, including deadlines for filings, notices, and court appearances.
• Track statutory deadlines for creditor claims, inventory submissions, and final accountings.
• Coordinate with financial institutions to obtain date-of-death valuations and prepare asset transfer documents for estate distribution.
• Review and organize asset information, including title documents, beneficiary designations, and ownership records.
• Maintain organized client files and document management systems throughout the probate process.
• Produce error-free and court-ready probate documents with a high level of accuracy.
• Prioritize workload to meet court deadlines and manage multiple tasks with shifting priorities.
• Maintain composure and professionalism while communicating with attorneys, clients, and court personnel.
• Assist with preparation of guardianship and conservatorship petitions when applicable.
• Ensure compliance with probate court procedures, local rules, and filing requirements.

Requirements

• Bachelor’s degree preferred or equivalent work experience.
• Minimum of 3 years of experience as a Probate Paralegal.
• Recent experience with Ohio probate law is mandatory.
• Experience preparing federal estate tax returns.
• Proficiency in Microsoft Office products (Word, Excel, Outlook).
• Paralegal certification is a plus.
• Highly detail-oriented with strong organizational and problem-solving skills.
• Ability to manage shifting priorities and multiple tasks in a fast-paced environment.
• Excellent interpersonal communication skills; able to work independently and collaboratively.
• Client-centric approach embracing diversity, equity, and inclusion.
• Strong verbal and written communication skills.
• Resourceful and effective at navigating new scenarios.
• Familiarity with probate case management systems and document management platforms (e.g., Imanage, Clio).
• Understanding of probate court procedures, deadlines, and statutory requirements.
• Ability to maintain professional relationships and communicate with empathy and discretion.
• Willingness to work flexible hours, including overtime as needed to meet business demands.

Compensation & Benefits

• Salary range: $75,000–$95,000 per year, based on experience and qualifications.
• Comprehensive benefits package including medical, vision, and dental insurance.
• 401(k) plan with employer match.
• Life insurance.
• Firm-paid short and long-term disability insurance.
• Paid parental leave.
• Health Savings Account (HSA) with employer contribution.
• Flexible spending accounts.
• Flexible work schedules.
• Competitive paid time off.

Location

• Option to work remotely or from any Ohio office location.

Equal Opportunity

The employer is an Equal Opportunity Employer. All qualified applicants are welcome regardless of gender, gender identity or expression, sexual orientation, race, ethnicity, cultural identity, national origin, religion, age, veteran status, genetics, or disability. Women, minorities, LGBTQ+, veterans, and individuals with disabilities are encouraged to apply.