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Estate Planning Paralegal

Role overview

Qualifications

  • Minimum 5 years of professional estate planning paralegal experience
  • At least 2 years at a U.S. law firm
  • Familiarity with wills, trusts, and probate procedures
  • Paralegal certificate of relevant legal training preferred

Responsibilities

  • Draft wills, trusts, powers of attorney, and healthcare directives
  • Prepare estate planning packages and signing instructions
  • Support probate filings and estate administration
  • Maintain client files, asset inventories, and beneficiary records

Key facts

Hard skills

Other skills

  • Detail Oriented
  • Client Confidentiality
  • Non-Verbal Communication

About the company

LauLau Virtual Assistants logo

LauLau Virtual Assistants

Staffing & Recruiting

We support professionals, entrepreneurs, and business owners by providing experienced remote staff, from personal assistants, cold callers, and real estate assistants to social media assistants and accounting specialists. Our team members will work for you remotely for 50 hours/week and all assistants are priced at $425/week all-included. There are no additional fees or charges, and you are welcome to trial our services for 2 weeks before your commit. We have 100+ assistants available for hire every day, so reach out today to meet our candidates that meet your requirements, and interview them online to see if one of them is a great fit for you. Our leadership team have 28 years of combined experience in recruiting and managing remote staff and are here to support you in any way we can. Whats do you have to lose? Visit our website today, and book a chat with us! We look forward to speaking with you soon! www.thelaulau.com

Company details

IndustryStaffing & Recruiting
Company size51-200

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Job description

Estate Planning Paralegal

LauLau is seeking a highly skilled, detail-oriented, and exceptionally reliable Planning Paralegal to support our US-based law firm clients. This role prepares the instruments that protect clients' legacies—wills, trusts, powers of attorney, and related documents—and supports probate and trust administration with precision and discretion, ensuring all matters are handled seamlessly. professionalism in a high-performance remote environment.

Key Responsibilities:

  • Draft wills, trusts, powers of attorney, and healthcare directives
  • Prepare estate planning packages and signing instructions
  • Support probate filings and estate administration
  • Prepare trust-funding documents and asset transfers
  • Maintain client files, asset inventories, and beneficiary records
  • Coordinate document execution, notarization, and witnessing
  • Track court and administration deadlines
  • Communicate with clients, courts, and financial institutions

Requirements:

  • Minimum Minimum 5 years of professional estate planning paralegal experience, including at least 2 years at a U.S. law firm (not in-house or corporate legal departments)
  • Familiarity with wills, trusts and probate procedures.
  • High attention to details and confidentiality
  • Paralegal certificate of relevant legal training preferred

For Every LauLau Professional:

  • Proven employment stability, with a minimum of two years of tenure in each prior role.
  • Excellent written and verbal English communication skills.
  • Advanced, hands-on experience using AI tools such as ChatGPT, Claude, and Gemini to enhance work performance and productivity.
  • A reliable home office setup, including high-speed internet, professional equipment, and a quiet working environment.
  • Strong and consistent availability during US business hours.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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