Fractional Estate & Probate Paralegal

Elite Virtual Assistants

. Prepare and draft probate petitions, pleadings, inventories, accountings, fiduciary documents, and related court filings .

Posted 9/22/2026part-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in probate administration, including drafting legal documents such as wills and trusts, while maintaining exceptional organizational skills and attention to detail in a deadline-driven environment.

Highest-signal resume keywords

Probate AdministrationDrafting Legal DocumentsClient CommunicationMicrosoft Office ProficiencyNew York Law Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Probate PetitionsEstate Planning DocumentsCourt FilingsFiduciary DocumentsTrust AdministrationProbate Court ProceduresElectronic Court Filing SystemsTime ManagementProofreadingOrganizational Skills

Soft Skills

Written CommunicationVerbal CommunicationAttention to DetailSelf-MotivatedProactive

Tools & Technologies

Adobe AcrobatClioMyCaseLegal Practice Management Software

Industry Keywords

Probate LawEstate AdministrationClient EngagementCourt DeadlinesLegal Records Management

About the role

Key responsibilities & impact

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 and exceptional attention to detail

Requirements

What you’ll need

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
Must know New York law
Familiarity with electronic court filing systems
Experience with trust administration
Self-motivated, proactive, and comfortable working independently in a fully remote environment
Must be a resident of the United States

Benefits

Comp & perks

Remote work flexibility
Opportunity to build long-term client relationships
Supplemental income opportunity alongside a current full-time position