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Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*. The Paralegal (Estate Planning Specialist I) works in a team-centric environment to support the Attorneys (Estate Planning Strategists) and other team members with fast-paced, document-intensive tasks.

Mercer Advisors

Paralegal (Estate Planning Specialist I)

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As we grow, you will also help expand the types of estate planning matters and planning strategies we offer, working directly with firm leadership to build the legal infrastructure, team, and processes needed to support that growth. Coach paralegals and drafters, run short training sessions on common issues, and help onboard and evaluate new team members.

YEAR

Rosenblum Law

Mid-level Estate Planning Attorney (Remote)

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We are a national network of experienced, high-level, freelance attorneys and paralegals who provide remote, on-demand support for both short-term and long-term legal projects for our client law firms. Please submit your resume and we will contact you for a video meeting if your skills and experience are a good match for this opportunity, or for future opportunities.

The Freelance Firm

Remote Contract-based Florida Estate Planning and Probate Administration Paralegal Opportunity - 5+Hours/Week

A fast-growing and highly respected law firm is seeking an Estate Planning Attorney with 5+ years of demonstrated experience in estate planning, trust administration, and probate. Draft, revise, and advise on a variety of estate planning documents including wills, trusts (revocable and irrevocable), and related ancillary documents.

Advanced Dynamics Corp

Estate Planning Attorney

This position plays a vital role in supporting our estate planning and long‑term care planning practice by ensuring clients receive exceptional service and that legal work is completed accurately, efficiently, and with care. Steinbacher, Goodall & Yurchak is seeking a Planning Paralegal who is detail‑oriented, compassionate, and driven by meaningful client work.

HOUR

Steinbacher Goodall & Yurchak

Planning Paralegal

Good fit job titles/keywords for candidates: Estate Planning Manager, Estate & Trust Administration Manager, Trust Administration Manager, Estate Administration Manager, Trusts & Estates Manager, Senior Estate Planning Paralegal. Established mid-sized law firm seeking an Estate Planning Manager to oversee trusts and estates workflow, client coordination, document quality control, intake, file administration, and staff management.

Orion Placement

Estate Planning Manager

Manatal

OTHER

Mid-level Estate Planning Attorney

BreezyHR

If you’re a paralegal with experience in estate planning, probate, or trust administration, this role puts your skills to work in a new setting: instead of supporting attorneys on these matters, you’ll administer the accounts directly, working with clients, beneficiaries, and outside counsel, with senior trust officers available for guidance on complex issues. Handle initial account processing, including preparing records, paying expenses, compiling inventories, and obtaining releases of assets.

ThinkingAhead

Estate & Probate Paralegal

Crelate

Review estate planning documents (revocable living trusts) drafted by our paralegal team. Rosenblum Law is seeking a part-time, remote, estate planning attorney to support our growing trust and estate practice.

Estate Planning Drafter- Remote

In daily practice: You will thrive within a process-driven environment, meticulously tracking billable time, managing receivables, and entering detailed notes into client files immediately following interactions to keep the internal team aligned. Travel: Regular driving within the twin cities metro area multiple times per week is common for networking and client matters, including client appointments at our Woodbury location.

Stone Arch Law Office PLLC

Associate Attorney (Estate Planning & Probate)

Gethired

Working alongside in-house and exterior real estate counsel, this position supports the transaction team in executing the real estate strategy and assists the Real Estate team in managing various real estate-related documents for PDS Health locations across the U.S. Demonstrate proficiency with legal technology platforms and software tools; ability to quickly and effectively learn new systems and evolving technologies, support legal technology implementations, and provide basic troubleshooting and user support.

Pacific Dental Services Inc

Paralegal II, Real Estate

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This position plays a key role in supporting attorneys with estate and trust administration, tax return preparation, and high-level client service for high-net-worth individuals. Key Responsibilities: Draft and prepare federal estate and gift tax returns, probate documents, estate accountings, and estate planning materials.

Lee Hecht Harrison

Trust & Estate Paralegal

Assist attorneys with estate planning documents, including wills, trusts, powers of attorney, and related legal instruments. Strong knowledge of estate planning laws, probate procedures, tribal law & regulations, securities law, workers' compensation law, personal injury law, immigration law, landlord-tenant law, family law, patent law, and litigation processes.

Roessel Joy

Trusts & Estates Paralegal

LHH is recruiting for a unique Estate Planning Professional opportunity in Camas, WA, ideal for an experienced trusts & estates professional who enjoys working directly with clients but is interested in stepping outside of the traditional law firm environment. Background may include experience as an attorney, estate planner, law clerk, paralegal, legal assistant, or comparable estate planning professional.

Estate Planning professional

This opportunity is ideal for an experienced estate planning attorney, paralegal, or trust professional who enjoys helping clients navigate complex information and is interested in moving away from billable hours. Responsibilities: Review wills, trusts, powers of attorney, advance directives, buy/sell agreements, and related documents to evaluate alignment with clients' goals.

Estate Planning Specialist

Mount Holyoke has designated the Office of Human Resources as the office responsible for ensuring that background checks (CORI, SORI, Credit History, & Driver Credential) are completed and utilized in the hiring process and Five College Office of Compliance and Risk Management as the office responsible for facilitating background checks as articulated in this policy. Acting as the primary liaison between donors, legal representatives, and internal teams, this role ensures the precise administration, recording, and stewardship of estates, trusts, and life income gifts.

Mount Holyoke College

Estate and Gift Planning Administrator

Your role in our mission includes the following responsibilities: Case Leadership: Drive high-stakes litigation from intake to final decree/judgment, including contested divorces, complex SAPCR cases, and protective orders. EPG Litigation & Drafting: Lead probate litigation matters such as contested guardianships, will contests, trust disputes, and breaches of fiduciary duty while also drafting comprehensive estate plans.

Law Office of Bryan Fagan

Estate Planning, Probate Litigation & Guardianship Attorney

PinpointHQ

This role will support attorneys with commercial real estate transactions, due diligence, title review, entity formation, closing coordination, and post-closing administration. The ideal candidate is highly organized, detail-oriented, and eager to contribute to a growing practice serving developers, investors, entrepreneurs, and private clients.

Commercial Real Estate Paralegal

Job Responsibilities: Draft and review closing documents, including various forms of mortgage deeds, notes, assignments, releases, affidavits, estoppels, closing checklists, bills of sale, escrow agreements, side letters, agreements, mortgage modifications, purchase and sale agreements, UCC financing statements, easements, conveyance tax statements, powers of attorney and other documents relative to a particular real estate closing. Draft and review documents related to the title to the real property, including title objection letters, title insurance commitments and reports, legal descriptions, owner and loan title insurance policies and endorsements.

Our mission is to work collaboratively and effectively with our clients to resolve complex legal challenges. We add value by combining innovation with knowledge and experience. 

Since 1902, Day Pitney has been helping clients in a wide range of industries thrive and prosper. We build long-lasting partnerships by listening to our clients and understanding their objectives. 

We have a thorough, in-depth understanding of the legal issues that confront our clients because we speak their language and know their business.

Day Pitney is an East Coast law firm with approximately 300 attorneys in eleven offices in Boston, Connecticut, Florida, New Jersey, New York and Washington, D.C. Day Pitney provides unlimited access to partners and has cultivated a deep bench of knowledgeable and experienced attorneys in all practice areas. Our lawyers work seamlessly across disciplines to guide our clients through the evolving legal landscape. 

Day Pitney’s Corporate, Litigation, and Trusts and Estates attorneys represent a variety of clients from individuals to Fortune 100 companies. The breadth and scope of our services to individual clients and families are among the most comprehensive in the country.

Day Pitney LLP

Our attorneys work closely with individuals, families, business owners, and community leaders to deliver practical legal solutions while making a meaningful impact both professionally and personally. Work directly with high-net-worth individuals, families, business owners, and closely held businesses on complex and rewarding matters.

Estate Planning Paralegal Jobs in the United States

Paralegal (Estate Planning Specialist I) Mercer Advisors

Mid-level Estate Planning Attorney (Remote) Rosenblum Law

Remote Contract-based Florida Estate Planning and Probate Administration Paralegal Opportunity - 5+Hours/Week The Freelance Firm

Estate Planning Attorney Advanced Dynamics Corp

Planning Paralegal Steinbacher Goodall & Yurchak

Estate Planning Manager Orion Placement

Mid-level Estate Planning Attorney Rosenblum Law

Estate & Probate Paralegal ThinkingAhead

Estate Planning Drafter- Remote Rosenblum Law

Associate Attorney (Estate Planning & Probate) Stone Arch Law Office PLLC

Paralegal II, Real Estate Pacific Dental Services Inc

Trust & Estate Paralegal Lee Hecht Harrison

Trusts & Estates Paralegal Roessel Joy

Estate Planning professional Lee Hecht Harrison

Estate Planning Specialist Lee Hecht Harrison

Estate and Gift Planning Administrator Mount Holyoke College

Estate Planning, Probate Litigation & Guardianship Attorney Law Office of Bryan Fagan

Commercial Real Estate Paralegal Lee Hecht Harrison

Commercial Real Estate Paralegal Day Pitney LLP

Tax & Estate Planning Attorney Orion Placement

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