Probate Paralegal – 1099 Contractor

Elite Virtual Assistants

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

Posted 9/18/2026part-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 DocumentsCalifornia Law KnowledgeClient CommunicationMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Probate PetitionsEstate Planning DocumentsCourt FilingsFiduciary DocumentsProbate Court ProceduresTrust AdministrationElectronic Court Filing SystemsTime ManagementProofreadingCase Calendar Management

Soft Skills

Attention to DetailOrganizational SkillsWritten CommunicationVerbal CommunicationSelf-Motivated

Tools & Technologies

Microsoft OfficeAdobe AcrobatClioMyCaseLegal Practice Management Software

Industry Keywords

Probate LawCalifornia JurisdictionsFiduciary ResponsibilitiesClient EngagementEstate Assets 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 California law
Preferred: experience working with California jurisdictions
Preferred: familiarity with electronic court filing systems in California
Preferred: experience with trust administration in California
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 current full-time position
1099 contractor arrangement