Estate Planning & Probate Paralegal, Aprio Legal

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Legal team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Paralegal to join their fast-paced and collaborative legal team with opportunities for professional growth.

The Estate Planning & Probate Paralegal supports attorneys in preparing and administering estate plans and probate matters under applicable law. This role is responsible for drafting and coordinating estate planning documents, managing probate and trust administration workflows, communicating with clients and third parties, and maintaining accurate case files and deadlines. The ideal candidate is detail-oriented, client-service focused, and experienced with applicable probate court procedures and common estate planning strategies.

Position Responsibilities::
• Draft, revise, proofread, and finalize estate planning documents, including wills, revocable trusts, amendments, pour-over wills, health care powers of attorney, financial powers of attorney, living wills, HIPAA authorizations, and related ancillary documents, consistent with applicable requirements.

• Prepare signature packets; coordinate notarization and witnessing; manage execution ceremonies and post-execution document handling (scanning, delivery, storage, and indexing).

• Assist with trust administration matters, including gathering and organizing asset information, preparing beneficiary communications, and tracking tasks and deadlines.

• Support probate matters from initiation through closing, including assembling intake information, preparing checklists, and drafting routine pleadings, notices, and correspondence under attorney supervision.

• Prepare and manage probate court filings (e-filing where applicable), service of process, publication requirements, and calendaring of statutory and court deadlines.

• Request and track certified documents (e.g., death certificates, letters of appointment, certified court orders) and coordinate with financial institutions, title companies, and other third parties.

• Assist with preparation of inventories, accountings, proposed distributions, and closing documentation as directed by attorneys.

• Maintain accurate case management records, client data, time entries (if applicable), and document versions; ensure files comply with firm standards and confidentiality requirements.

• Communicate professionally with clients, beneficiaries, fiduciaries, court staff, and opposing counsel; provide status updates and request information as needed.

• Perform legal and factual research related to probate procedure and local court rules as assigned (non-attorney, non-legal-advice capacity).

Required Qualifications::
• Paralegal certificate from an ABA-approved program or equivalent combination of education and experience.

• 2+ years of experience as a paralegal supporting estate planning and/or probate matters, with demonstrated working knowledge of probate processes and terminology.

• Familiarity with trust and estate planning documents, execution formalities, and common workflows.

• Experience preparing court filings, managing deadlines, and maintaining organized electronic and paper files.

• Proficiency with Microsoft Office (Word, Outlook, Excel) and document management/case management systems.

• Strong proofreading, formatting, and attention to detail; ability to produce accurate work under deadlines.

• Excellent written and verbal communication skills; professional client service demeanor.

• Ability to handle sensitive and confidential information with discretion.

Preferred Qualifications::
• 4+ years of trust & estates experience, including contested probate exposure.

• Experience with court e-filing

• Notary Public commission or willingness to obtain.

• Experience preparing deeds, beneficiary designations, and basic asset transfer documents for funding revocable trusts (under attorney supervision).

• Familiarity with fiduciary income/expense tracking and coordination with accountants or tax preparers.

• Experience with WealthCounsel or other drafting software, and iManage, or similar systems.

Core Competencies::
• Client-focused communication and follow-through

• Calendar/deadline management and task prioritization

• Document drafting and advanced Word formatting

• Issue spotting and escalation to attorney as appropriate

• Professional judgment and discretion

• Team collaboration and reliability

• Work Environment & Physical Requirements

• Primarily office-based work requiring prolonged periods of sitting, typing, and reviewing documents.

• Occasional local travel may be required for court filings, client meetings, or document signings. This role may require overtime to meet court or client deadlines.

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

- Medical, Dental, and Vision Insurance on the first day of employment

- Flexible Spending Account and Dependent Care Account

- 401k with Profit Sharing

- 9+ holidays and discretionary time off structure

- Parental Leave – coverage for both primary and secondary caregivers

- Tuition Assistance Program and CPA support program with cash incentive upon completion

- Discretionary incentive compensation based on firm, group and individual performance

- Incentive compensation related to origination of new client sales

- Top rated wellness program

- Flexible working environment including remote and hybrid options

What’s in it for you:

- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.

- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.

- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.

- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.

- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.

- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.