Probate Paralegal Specialist

3 days ago


San Antonio, Texas, United States Recruiter At Law Full time

We are seeking a skilled Probate Paralegal to join our client's legal team and assist attorneys in managing probate and estate administration matters.


The ideal candidate will play a crucial role in supporting the preparation of legal documents, client communications, and administrative tasks related to probate cases.


Key Responsibilities:


Client Interaction and Communication:

  • Communicate with clients to gather information and provide updates on case progress.
  • Assist clients in completing necessary forms and documentation for probate proceedings.


Document Preparation and Management:

  • Draft and prepare probate forms, petitions, notices, and other legal documents.
  • Compile and organize documentation related to estates, including wills, trusts, and asset inventories.
  • File documents with probate court and ensure compliance with court rules and deadlines.


Estate Administration Support:

  • Assist in the administration of estates under the supervision of attorneys.
  • Coordinate asset transfers, including real estate, bank accounts, and personal property.
  • Maintain accurate records of estate transactions and distributions.


Legal Research and Analysis:

  • Conduct research on probate laws, regulations, and procedures.
  • Analyze legal issues related to probate matters and prepare summaries for attorney review.


Case Management and Support:

  • Manage calendars, schedules, and appointments for attorneys.
  • Coordinate meetings, depositions, and court appearances as needed.
  • Assist in the preparation for hearings and trials, including organizing exhibits and witness coordination.


Administrative Tasks:

  • Handle billing and timekeeping tasks related to probate cases.
  • Maintain confidentiality of client information and sensitive legal matters.


Requirements:

  • Prior experience as a paralegal, preferably in probate and estate administration.
  • Proficiency in legal research, document drafting, and case management software.
  • Strong organizational skills and attention to detail.
  • Excellent written and verbal communication skills.
  • Ability to work independently and collaboratively within a team environment.
  • Knowledge of probate court procedures and rules.
  • Experience with electronic filing systems and document management software.
  • Familiarity with estate planning concepts and terminology.


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