Paralegal- Trust & Estate

Trust & Estate Paralegal (Hybrid – Cleveland, OH)

Our Cleveland office is seeking an experienced Trust & Estate Paralegal to join our team. This role offers a hybrid/partial‑remote schedule and the opportunity to work on a wide range of probate and trust administration matters.

Key Responsibilities

• Manage probate estates and related trusts from opening to completion
• Prepare probate filings, including inventories, accountings, and required notices
• Draft and oversee trust administration documents, including trust accounts and notices
• Maintain organized probate files and monitor all deadlines for compliance
• Communicate directly with clients regarding case status, required information, and next steps
• Prepare and file Federal Estate Tax returns
• Utilize Puritas Springs, Microsoft Office Suite, Adobe Acrobat, Quick Books, and online docket/E‑filing systems

Qualifications

• Minimum 5 years of experience in estate and trust administration (10+ years preferred)
• Strong understanding of probate procedures, timelines, and compliance requirements
• Familiarity with county‑specific processes in Northeast Ohio (Cuyahoga, Lake, Lorain, Geauga, Summit, Portage, Wayne, Stark)
• Ability to work independently with exceptional organizational and time‑management skills

Compensation & Benefits

• Salary range: $65,000 – $95,000
• Hybrid remote flexibility

If you’re an experienced trust and estate professional looking to join a supportive and collaborative team, we’d love to connect.