Paralegal (Probate)

Bricker Graydon LLP

Paralegal (Probate)

Columbus, OH | Hybrid

*Probate experience required to be considered*

At Bricker Graydon LLP, we are committed to fostering a firm culture rooted in inclusivity, collaboration, and mutual respect.

We deeply value the unique strengths, experiences, and perspectives that each team member brings. While there are many great reasons to build a career at Bricker Graydon, the true driving force behind our success is our people. Our attorneys and professional staff define who we are—and they are the reason we thrive each day. At Bricker Graydon, you belong.

We offer a comprehensive benefits package, including medical, vision, and dental insurance, 401(k) with employer match, life insurance, firm paid short and long-term disability, parental leave, an HSA with employer contribution, flexible spending accounts, flexible work schedules, competitive paid time off, and more.

We are seeking a Probate Paralegal to join our Probate & Estate Planning team.

GENERAL DESCRIPTION:

We are seeking a highly skilled and detail-oriented Probate Paralegal. This role is responsible for supporting attorneys in the administration of estates through the probate process, maintaining organized client files, and ensuring compliance with legal procedures related to probate court filings and estate settlement. The Probate Paralegal will be supported by a Legal Assistant and is eligible for overtime.

ESSENTIAL DUTIES AND RESPONSIBILITIES: “Essential functions” are primary job duties that incumbents must be able to perform unassisted or with some reasonable accommodation made by the employer.

• Drafts and organizes probate-related documents including petitions for probate, letters testamentary, inventories, accountings, and notices to beneficiaries and creditors.
• Coordinates execution and filing of probate documents, including arranging for notarization and court submission.
• Prepares and records deeds and other real property transfer documents related to estate administration.
• Conducts client intake interviews and summarizes decedent information, asset details, and family relationships for attorney review.
• Assists clients via email and phone to gather necessary documentation for probate filings, including death certificates, asset lists, and creditor information.
• Manages probate timelines and checklists, including deadlines for filings, notices, and court appearances.
• Tracks statutory deadlines for creditor claims, inventory submissions, and final accountings.
• Coordinates with financial institutions to obtain date-of-death valuations and prepare asset transfer documents for estate distribution.
• Reviews and organizes asset information, including title documents, beneficiary designations, and ownership records.
• Maintains organized client files and document management systems throughout the probate process.
• Produces error-free and court-ready probate documents with a high level of accuracy.
• Prioritizes workload to meet court deadlines and manages multiple tasks with shifting priorities.
• Maintains composure and professionalism while juggling assignments and communicating with attorneys, clients, and court personnel.
• Assists with preparation of guardianship and conservatorship petitions when applicable.
• Ensures compliance with probate court procedures, local rules, and filing requirements.

POSITIONS SUPERVISED:

None

EDUCATION / EXPERIENCE:

• Bachelor’s degree preferred, or equivalent work experience.
• 3 years of experience as a Probate Paralegal.
• Experience preparing federal estate tax returns.
• Highly efficient in Microsoft Office Products (Word, Excel, Outlook, etc.).
• Paralegal certification is a PLUS.

KNOWLEDGE / SKILLS / ABILITIES:

• Highly detail-oriented with strong organizational and problem-solving skills.
• Ability to manage shifting priorities and multiple tasks in a fast-paced environment.
• Excellent interpersonal communication skills and ability to work both independently and collaboratively.
• Client-centric spirit that embraces diversity, equity, and inclusion.
• Strong verbal and written communication skills.
• Effective at navigating new scenarios through inquiry and resourcefulness.
• Familiarity with probate case management systems and document management platforms (e.g., Imanage, Clio).
• Understands probate court procedures, deadlines, and statutory requirements.
• Maintains professional relationships and communicates with empathy and discretion.

OTHER REQUIREMENTS:

• Ability to work flexible hours to meet business demands, including overtime as needed to complete projects.

Disclaimer:

The information provided in this description has been designed to indicate the general nature and level of work performed by incumbents within this job. It is not intended to be a comprehensive inventory of all duties, responsibilities, qualifications, or working conditions required of employees assigned to this role. Management reserves the right to modify or add duties at any time. This job description is not an employment agreement or contract.

We offer a full benefits package, including paid family leave and a generous firm 401(k) contribution. If you are interested in becoming a member of our team, please visit our careers page at www.brickergraydon.com to complete our online application.

We are an Equal Opportunity Employer. All qualified applicants are welcome without regard to gender, gender identity or gender expression, sexual orientation, race, ethnicity or cultural identity, national origin, religion, age, veteran status, genetics or disability. Women, minorities, LGBTQ , veterans, and individuals with disabilities are encouraged to apply.