Estate Planning Paralegal
A paralegal specializing in estate planning who drafts wills, trusts, powers of attorney, and probate documents while managing client workflows for your estate practice.
An estate planning paralegal from DocketHire supports your firm in preparing the documents that protect your clients' families and assets. From drafting wills and revocable trusts to preparing powers of attorney, healthcare directives, and beneficiary designations, your paralegal handles the document intensive work that estate planning practices generate at scale.
Estate planning clients expect accuracy, discretion, and a personal touch. A DocketHire estate planning paralegal manages the workflow from initial questionnaire through signing ceremony, ensuring every document reflects the client's wishes and complies with state specific requirements. They gather asset information, prepare draft documents for attorney review, and coordinate execution appointments so your practice runs efficiently.
Our estate planning paralegals also support probate and trust administration matters, including inventory preparation, creditor notifications, asset transfers, and distribution tracking. By adding a dedicated paralegal to your estate planning team, your attorneys can serve more clients while maintaining the quality and attention to detail that this practice area demands.
Key Tasks
- Draft wills, revocable living trusts, and irrevocable trusts
- Prepare powers of attorney, healthcare directives, and living wills
- Gather and organize client asset inventories and beneficiary information
- Prepare trust funding checklists and coordinate asset transfers
- Draft probate petitions and letters of administration
- Send creditor notifications and manage claims during probate
- Prepare estate inventory and accounting documents for court filing
- Coordinate document signing appointments and witness arrangements
- Maintain estate planning questionnaires and intake workflows
- Track deadlines for probate filings and tax elections
Tools & Platforms
How It Works
Tell Us What You Need
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Meet Your Candidate
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Start Working Together
Your new team member integrates into your workflows within days.
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