Estate and Trust Administration Paralegal

Classification: Full-Time

Location: Based in Hilton Head (in-person) with the possibility of relocating to other JLG office locations.

Travel Required: Limited

Reports To: Supervising Attorney

About Jolley Law Group:

For over 12 years, Jolley Law Group has proudly served the Hilton Head community and beyond, earning a reputation as a trusted legal partner. Our mission is simple: to provide exceptional legal services that protect the assets, futures, and peace of mind of our clients, whether individuals, families, or businesses.

What sets us apart is our personalized approach. We take the time to understand each client’s unique goals and challenges, delivering tailored solutions that are both effective and forward thinking. Our experienced team of attorneys brings deep expertise across key practice areas including estate planning, elder law, estate administration, litigation, healthcare law, business law, and non-profit law.

At Jolley Law Group, we believe strong communities are built on strong relationships. We are committed to serving our clients with integrity, dedication, and excellence, ensuring that every legal strategy is grounded in both knowledge and care.

Position Summary:

Jolley Law Group is seeking an experienced Estate and Trust Administration Paralegal to support a sophisticated and high-performing trusts and estates practice. This role offers significant client interaction, ownership of matters from intake through closing, and the opportunity to deepen expertise in complex estate and trust administration. The ideal candidate is highly organized, detail-oriented, and capable of managing multiple matters independently while collaborating closely with attorneys and clients.

Key Responsibilities:

Client Intake & Engagement:

• Conduct initial client intake and gather relevant documentation
• Manage intake workflow in Clio Grow, ensuring timely follow-up and file progression
• Respond to client inquiries and maintain consistent communication
• Draft and coordinate execution of engagement letters

Legal Document Preparation & Case Management

• Prepare, draft, and file court documents across multiple jurisdictions (e-filing)
• Track deadlines and ensure timely filings and compliance
• Maintain organized electronic case files with strong version control
• Assist with preparation of probate and trust administration documents
• Manage financial data and prepare accountings using GEMS software

Scheduling & Case Coordination:

• Coordinate hearings, depositions, client meetings, and court appearances
• Maintain and monitor calendars, deadlines, and key milestones
• Communicate with clients, courts, opposing counsel, and third parties
• Prepare case summaries, status updates, and internal reports

Billing & Administrative Support:

• Track and enter billable time in Clio Manage
• Assist with invoicing, expense tracking, and matter budgets
• Ensure compliance with firm billing practices and procedures

Additional Duties:

• Provide general support to attorneys as needed in estate and trust administration matters

Qualifications:

• 3–5 years of experience in estate and trust administration (high-net-worth experience preferred)
• Experience with estate litigation is a plus
• Associate’s or Bachelor’s degree in Paralegal Studies or related field preferred
• Proficiency in Clio Grow, Clio Manage, and Microsoft Office (Word, Excel, Outlook)
• Experience with legal document and case management systems
• Strong organizational and time management skills
• Excellent written and verbal communication abilities
• High attention to detail and problem-solving skills

Work Environment & Physical Requirements:

This is an in-office position requiring regular use of standard office equipment.

The role involves periods of sitting, standing, and occasional lifting of up to 20 pounds.

Benefits:

• 401(k) with matching
• Health, dental, and vision insurance
• Health savings account (HSA)
• Life insurance
• Paid time off and sick leave
• Retirement plan

Why Join Jolley Law Group?

• Direct client interaction and meaningful case involvement
• Supportive, team-oriented environment
• Clear opportunity for professional growth and skill development

Do you think you fit here with us? Apply here or send your resume and cover letter directly to klaurejoie@jolleylawgroup.com. We look forward to hearing from you!