Paralegal - Probate & Estate Planning

Robert Half • Bluffton, SC • 1w ago

Description

Seeking a Paralegal to join a law firm in Bluffton, South Carolina north of Savannah, GA. This role requires experience in probate and estate planning, with a focus on handling legal documentation, client communication, and estate administration processes. The ideal candidate will have a background in analyzing estate-related documents and coordinating with clients, attorneys, and court authorities.

Communicate with clients and attorneys to provide detailed information about estate administration fees, scope of work, and expenses.

Examine and interpret estate documents such as wills, deeds, trust agreements, death certificates, affidavits, and tax returns.

Collaborate to identify and organize estate assets, personal property, and devisees or heirs.

Conduct searches for documents and coordinate appraisals to establish date-of-death asset valuations.

Draft petitions, legal documents, and correspondence to facilitate the opening and closing of estate administrations in probate court.

Prepare and distribute correspondence and legal updates to beneficiaries regarding the progress of estate administration.

Create property transfer documentation, including deeds and affidavits, and ensure proper filing with the Register of Deeds.

Review estate valuations and coordinate tax-related filings, including estate tax returns and notices to taxing authorities.

Manage expense disbursement requests and reconcile monthly estate valuations.

Organize client appointments, distribute required documents, and maintain accurate storage and logging of records.

Requirements - Minimum of 2 years of experience in probate and estate administration.

Proficiency in probate law and estate planning processes.

Strong analytical skills for reviewing and interpreting estate-related legal documents.

Ability to prepare and file court petitions, tax documents, and property transfer records.

Excellent organizational and communication skills to coordinate with clients, beneficiaries, and attorneys.

Familiarity with conducting asset valuations and working with appraisals.

Knowledge of tax filings and estate-related correspondence with taxing authorities.

Detail-oriented approach to managing legal documentation and estate records.

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.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

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.

© 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .

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