Paralegal - Estate and Probate (Hybrid)

Denver, CO

Full Time

Mid Level

About This Opportunity

Elite Virtual Assistants (EVA) is a staffing and recruiting firm that partners with businesses nationwide to fill both virtual support roles and direct-hire professional positions.

This opportunity is not a virtual assistant role. This is a direct-hire Paralegal position with one of our law firm clients. The selected candidate will be employed directly by the law firm, with EVA managing the recruitment process.

Position Overview

We are seeking a highly detail-oriented, proactive, and analytical Paralegal to support a growing estate planning and probate practice in a two-attorney firm.

This is a critical role for someone who can manage complex matters, think independently, and provide exceptional client service. This position goes beyond traditional administrative support. You will play a key role in advancing cases, supporting sophisticated planning strategies, and working directly with high-net-worth clients.

This is a hybrid role, and candidates located near Greenwood Village, Colorado are strongly preferred, as occasional in-office presence may be required.

Key Responsibilities

Manage probate matters from open to close, ensuring deadlines and filings are met
Draft estate planning documents, pleadings, petitions, and related legal documents
Assist in preparation of Federal Estate and Gift Tax Returns, including Forms 706 and 709
Maintain and analyze asset tables, creditor tables, and financial data
Support trust funding, including deeds, assignments, asset transfers, and ownership retitling
Coordinate with clients, financial advisors, and other professionals
Communicate directly with clients in a professional, empathetic, and responsive manner
Identify missing information, anticipate next steps, and proactively move matters forward
Assist with business succession planning, real estate transfers, and entity structuring
Ensure accuracy, consistency, and high-quality work product across all deliverables

Qualifications

Experience in estate planning, probate, and trust administration
Strong analytical and mathematical skills, with the ability to work with financial data and spreadsheets
High attention to detail with a commitment to producing error-free work
Ability to think critically, adapt to changing circumstances, and apply knowledge across matters
Strong written and verbal communication skills
Comfortable working with high-net-worth clients and sensitive information
Ability to work independently while knowing when to seek guidance
Located near Greenwood Village, Colorado, or open to a hybrid work arrangement

Technology & Tools

Experience with, or willingness to learn:

Microsoft Office Suite, including strong Excel proficiency
Practice Panther
Monday.com
IntakeQ
The Form Tool / Doxsera
OneDrive and document management systems
Legal, tax, and workflow automation tools

This is a highly technology-forward firm, so comfort with systems, automation, and process improvement is essential.

Ideal Candidate Profile

The ideal candidate is:

Proactive and solutions-oriented
Highly organized and detail-driven
Client-focused with strong emotional intelligence
Comfortable taking ownership and working with autonomy
Curious, growth-minded, and eager to continuously learn
Able to anticipate needs and act without constant direction

Compensation & Benefits

Competitive compensation aligned with experience
Salary range: $85,000–$95,000 annually
Billable hours target: 1,300 hours
4 weeks PTO, including 6 sick days
Health insurance reimbursement up to $250 per month
401(k) with safe harbor match

What Success Looks Like

First 30 Days

Understand firm systems, workflows, and quality standards
Begin completing drafting and probate tasks with accuracy
Communicate effectively with clients on routine matters

First 60 Days

Manage portions of estate planning and probate matters independently
Support tax return preparation and asset tracking
Proactively identify issues and manage deadlines

First 90 Days

Independently manage complex matters with minimal oversight
Produce polished, client-ready work
Improve efficiency, communication, and overall client service

Why Join This Firm

This is an opportunity to join a collaborative, high-performing law firm where your work directly impacts clients and outcomes. You will be trusted, supported, and given the autonomy to grow while contributing to meaningful, sophisticated legal work.

Again, this is a direct-hire paralegal position with our client law firm, not a virtual assistant role. EVA is assisting with the recruiting and candidate process.

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Please describe your direct experience with estate planning and probate matters. What specific types of documents, filings, or cases have you handled independently?*

This role requires a high level of accuracy. Can you provide an example of a complex project or document you were responsible for where attention to detail was critical? What steps did you take to ensure accuracy?*

Describe your experience working with financial data, spreadsheets, or asset tracking in a legal or professional setting. What tools or formulas have you used?*

This role requires managing multiple complex matters with minimal oversight. How do you prioritize tasks and ensure deadlines are met?*

Are you legally authorized to work in the United States without current or future employer sponsorship?*

How far are you from Greenwood Village, CO.*

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