Trust & Estates Paralegal Boulder

Our client, a well-established law firm, is seeking an experienced Trust & Estates Paralegal to join its growing private wealth practice. This role offers the opportunity to work closely with attorneys and clients on sophisticated trust administration, estate planning, probate, and related business matters in a collaborative and supportive environment.

The ideal candidate is highly organized, detail-oriented, and capable of independently managing matters while providing exceptional client service and administrative support.

• Assist attorneys with trust and estate administration matters
• Prepare and organize legal documents related to probate and trust administration
• Coordinate filings with courts, government agencies, and other parties
• Assist with gathering and organizing financial and estate-related records
• Support attorneys throughout estate administration from opening through final distribution

• Draft, revise, and proofread legal documents and correspondence
• Prepare letters, memoranda, and client communications
• Ensure all required supporting documentation and attachments are included with filings and correspondence
• Maintain organized electronic and physical client files

• Manage deadlines, calendars, and matter timelines
• Monitor case progression and proactively assist attorneys in meeting deadlines
• Coordinate meetings with clients, witnesses, accountants, financial advisors, and other professionals
• Track outstanding documents and follow up on pending items

• Conduct legal and factual research
• Compile and summarize information for attorneys
• File documents with courts, government agencies, and business filing offices
• Support entity-related filings and maintenance matters when needed

• Communicate with clients regarding document collection and scheduling
• Assist clients with administrative aspects of estate and trust matters
• Provide responsive and professional client service throughout the representation

• 5+ years of Trusts & Estates, Business, or related paralegal experience
• Experience supporting estate planning, probate, trust administration, or related legal matters
• Strong legal drafting, proofreading, and organizational skills
• Excellent written and verbal communication abilities
• Strong attention to detail and ability to manage multiple priorities
• Exceptional file management and deadline-tracking skills
• Ability to work independently while collaborating effectively with attorneys and staff
• Proactive approach and ability to anticipate attorney and client needs

• Experience with probate and trust administration matters
• Experience filing documents with courts and governmental agencies
• Familiarity with electronic filing systems and digital document management
• Experience using litigation or matter-management technology platforms

Our client offers professionals the opportunity to:

• Work closely with experienced attorneys in a collaborative environment
• Handle sophisticated trust and estate matters
• Enjoy meaningful responsibility and client interaction
• Benefit from a strong culture of professional development and mentorship
• Build a long-term career within a respected legal practice

• Base Salary: $70,000 – $89,000 annually
• Compensation based on experience, education, and qualifications
• Eligibility for discretionary bonus opportunities

Benefits may include:

• Medical, dental, and vision insurance
• 401(k) plan with employer matching contributions
• Paid time off and paid holidays
• Flexible work scheduling
• Life and long-term disability insurance
• Flexible spending accounts
• Professional development opportunities