Remote Fractional Probate Paralegal

Overview

This organization is seeking an experienced Probate Paralegal to support a busy and growing law firm. The ideal candidate has substantial hands-on experience with probate administration, is highly organized, communicates professionally with clients, and can confidently manage multiple active matters with minimal supervision.

Must know California law!

Responsibilities

• Prepare and draft probate petitions, pleadings, inventories, accountings, fiduciary documents, and related court filings.
• Manage probate matters from estate opening through final distribution and closing.
• Draft and revise estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related documents.
• Prepare correspondence, engagement letters, and client communications.
• Coordinate with clients, beneficiaries, fiduciaries, financial institutions, title companies, and court personnel.
• Monitor court deadlines and maintain accurate case calendars.
• Organize and maintain electronic client files and legal records.
• Assist attorneys with gathering estate assets, preparing inventories, and organizing supporting documentation.
• Schedule client meetings and assist with attorney calendar management.
• Maintain strict confidentiality with exceptional attention to detail.

Requirements

• Minimum of 5 years of experience as a Probate Paralegal or Legal Assistant.
• Extensive experience handling probate administration from opening an estate through final closing.
• Experience drafting probate pleadings, petitions, inventories, accountings, fiduciary documents, and related court filings.
• Estate planning experience, including drafting wills, trusts, powers of attorney, and related documents.
• Strong understanding of probate court procedures and filing requirements.
• Experience communicating directly with clients, courts, financial institutions, and fiduciaries.
• Excellent written and verbal communication skills.
• Exceptional organizational, proofreading, and time management skills.
• Ability to prioritize multiple matters independently in a deadline-driven environment.
• Proficiency in Microsoft Office, Adobe Acrobat, and legal practice management software such as Clio, MyCase or similar platforms.

Preferred Qualifications

• Experience working with California jurisdictions.
• Familiarity with electronic court filing systems in California.
• Experience with trust administration in California.
• Self-motivated, proactive, and comfortable working independently in a fully remote environment.

Compensation & Benefits

• Part-time remote contractor (1099) position.

Location

• Remote work.

Additional Notes

Submission of an application does not guarantee placement or employment. Candidates selected to move forward will participate in a screening process and may be presented to one or more clients for consideration.

This opportunity is not the right fit for those seeking full-time employment, supplemental income alongside a current full-time position, or a W-2 role.