Estate Planning Paralegal

A growing and client-focused estate planning practice in the northwest metro is seeking an experienced Estate Planning Paralegal to support attorneys in delivering comprehensive estate planning and estate administration services. This role involves direct client interaction, document preparation, and support across the full lifecycle of estate planning, probate, and trust administration matters.

The practice serves individuals and families across a wide range of asset levels, including high-net-worth clients and closely-held business owners, with an emphasis on thoughtful planning, tax efficiency, and seamless wealth transfer strategies.

Key Responsibilities

Draft estate planning documents, including:

• Wills, revocable and irrevocable trusts
• Powers of attorney and health care directives
• Ancillary transfer and funding documents

Assist with probate and trust administration, including:

• Preparing court filings and pleadings
• Coordinating asset valuation and distribution
• Communicating with personal representatives, trustees, and beneficiaries

Support attorneys in complex estate planning matters, including:

• Business succession planning
• Tax-oriented estate planning strategies
• Administration of high-net-worth estates

Manage client files from intake through closing, ensuring accuracy and organization of all documentation

Coordinate with clients and professional advisors (accountants, financial planners, etc.) to gather information and facilitate planning implementation

Track deadlines and ensure timely filing of probate and court-related documents

Maintain strong client relationships through professional, responsive communication

Qualifications:

3+ years of experience as a paralegal supporting estate planning and/or probate practice

Strong working knowledge of:

• Minnesota probate procedures
• Estate and trust administration processes
• Estate planning document structures

Experience drafting estate planning instruments independently or with minimal supervision preferred

High level of organization and attention to detail, with the ability to manage multiple matters simultaneously

Strong interpersonal and communication skills, with a client-service mindset

Proficiency in Microsoft Office; experience with estate planning or practice management software is a plus

Benefits Overview:

• Health and Dental Insurance
• 401(k)
• PTO
• Disability Insurance

Compensation

$55,000.00-$75,000.00 Yearly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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