Probate & Trust Administration Paralegal

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TYPE OF WORK

Part Time

SALARY

Salary - approx $6.75/hour

HOURS PER WEEK

30

DATE UPDATED

Apr 9, 2026

JOB OVERVIEW

The Probate and Trust Administration Paralegal (PTAP) personally and professionally supports the vision and
mission of the law firm. The PTAP is responsible for managing firm Probate and Trust Administration matters
assigned and ensure they are done in a timely and efficient manner, in accordance with firm processes. The
PTAP prepares documents and extends outstanding customer service to clients and obtains support and
oversight from firm attorneys when needed or required by legal ethics rules.

The PTAP works independently and collaborates with the lawyers and client services to foster a team spirit in
cooperation with the law firm management. All law firm employees must always maintain confidentiality with
regard to clients, firm interest, and employees. The PTAP may perform other duties as necessary to keep the
production and administrative functions of the law firm operating smoothly and efficiently.

Duties & Responsibilities:

Oversees petition drafting and correspondence to clients and financial professionals
? Creates all probate petitions, decrees and forms required for filing
? Prepares petitions, affidavits, inventory assets, and waivers, and Trust Administration documents
? and tracks these matters throughout the process
? Documents all time related to the completion of all tasks completed on matters
? Creates, modifies and maintains all internal forms required to perform tasks
? Enters all relevant general information and meeting notes into the firm practice management system
? Prepares probate and trust administration accountings for respective clients for approval by the
Attorney
? Establish expectations for client as to timeline and input and the frequency required
? Calendars all work and is responsible for meeting applicable deadlines and having petitions/forms
required for clients to sign ensuring all client calls/emails and meetings are handled timely to ensure quality customer service
? Communicates with attorney as needed regarding all client needs and/or questions
? Ensure correspondence is mailed in a timely manner
? Actively participates in required firm calls and meetings and provides weekly reporting.
? Complete projects or tasks as requested by attorney within the time frame allotted
? Attend training events and other events as needed
? Adheres to firm established core values
? The firm reserves the right to add or change duties at any time

SKILL REQUIREMENT
Admin Data Processing Communication Computer Literacy
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