Probate Paralegal

Overview

A law firm is seeking a Probate Paralegal to join their Probate & Estate Planning team. This role supports attorneys based in Columbus, Ohio, with the option to work remotely or from any office location. The position requires experience with Ohio probate law and involves managing probate processes, client communications, and legal documentation.

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 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’ experience as a Probate Paralegal.
• Recent experience with Ohio probate law is required.
• 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-focused with a commitment to diversity, equity, and inclusion.
• Strong verbal and written communication skills.
• Resourceful and effective at navigating new scenarios.
• Familiarity with probate case management and document management systems (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.

Compensation & Benefits

• 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

• Support attorneys based in Columbus, Ohio.
• Option to work remotely or from any office location.

This job description is intended to provide a general overview of the position and is not an exhaustive list of duties or requirements. The employer reserves the right to modify responsibilities as needed.