Estate Planning and Probate Paralegal Career Path
Estate Planning and Probate Paralegal Career Path
Estate planning paralegals play a crucial role in assisting attorneys with the preparation of essential documents such as wills, trusts and powers of attorney. These legal professionals help ensure that clients’ assets are managed and distributed according to their wishes, providing peace of mind for individuals planning their estates. Estate paralegals offer vital support in organizing clients’ estates, which facilitates smoother transitions and minimizes potential legal challenges during probate.
Working closely with law firms, estate planning paralegals assist in coordinating the legal aspects of estate administration, including the preparation of documents and maintaining accurate records. Their expertise is invaluable in family law matters, where they help clients navigate sensitive situations and ensure the estate planning process is carried out efficiently and in line with legal requirements. As legal assistants, estate paralegals help reduce the burden on attorneys, allowing for a more seamless experience for clients during what can be an emotionally challenging time.
WHAT EDUCATION AND TRAINING DO ESTATE PLANNING OR PROBATE PARALEGALS NEED?
To work as an estate planning or probate paralegal, it is essential to have a solid foundation in estate planning, probate law and real estate law. Obtaining an Associate or Bachelor’s degree in Paralegal Studies or a related field is a crucial step toward gaining the knowledge needed to navigate these specialized areas of law. Coursework in estate planning, probate law and real estate law prepares paralegals for the specific demands of this role, equipping them with the expertise to handle tasks such as drafting wills, managing trust documents and assisting with the probate process.
In addition to completing a degree in legal studies, obtaining certification through recognized paralegal associations, such as the National Association of Legal Assistants (NALA), can significantly enhance employability and demonstrate professional competence. Many employers value certifications as a way to ensure that a legal administrative assistant has the skills necessary to support the firm’s work effectively.
While completing formal education lays the groundwork, gaining experience through on-the-job training within law firms is crucial. Once hired, the supervising attorney or law firm will typically provide additional training tailored to specific duties and expectations. With the right educational background, certifications and training, an estate planning or probate paralegal can thrive in this rewarding field.
WHAT ARE COMMON DUTIES OF A PARALEGAL IN AN ESTATE PLANNING OR PROBATE FIRM?
The estate planning paralegal job description and the duties of a probate paralegal are quite similar, as both roles involve supporting attorneys in estate-related legal matters and ensuring clients’ estate plans are executed as intended. The following tasks are typically performed by a legal secretary under the supervision of one or more licensed attorneys:
- Assisting with client intake
- Reviewing and documenting clients’ financial information
- Conducting legal research to support the development of estate plans
- Drafting trusts, wills and other estate planning documents
- Preparing and filing probate forms with the court
- Meeting with clients to gather information and provide updates
- Reviewing creditors’ claims against a decedent’s estate
- Communicating with clients verbally and in writing to ensure clarity and understanding
WHY CONSIDER PURSUING A PARALEGAL CAREER WORKING IN ESTATE PLANNING OR PROBATE?
Paralegals have the flexibility to work in a variety of roles within the legal field. While some may choose to work in large corporations or firms where they do not directly interact with individual clients, those who specialize as estate planning or probate paralegals often have direct client contact. Many are drawn to this career path because it provides an opportunity to make a meaningful difference in people’s lives, whether by helping clients plan their estates or guiding them through the probate process. Estate planning paralegals assist clients in organizing their estates, while probate paralegals support them in navigating unfamiliar court procedures, both of which offer highly satisfying and impactful work.
According to the U.S. Bureau of Labor Statistics, employment of paralegals and legal assistants is projected to grow by 1 percent from 2023 to 2033. As the need for legal services continues to expand, this growth reflects the increasing demand for skilled paralegals, particularly in specialized areas like estate planning and probate law. As of February 2025, the average annual salary for an estate planning paralegal in the United States is $61,134. However, the paralegal salary for a probate paralegal or estate planning paralegal may vary depending on factors such as the size and location of the law firm, as well as the paralegal’s skills and experience.
Career growth opportunities in this field are substantial. Estate planning and probate paralegals who gain experience and expertise can advance to senior paralegal roles, or even specialize further in estate law, which can lead to higher compensation. By continuing to develop their knowledge and skill set, these professionals can increase their earning potential while taking on more complex legal responsibilities, making this a rewarding paralegal career with excellent prospects for advancement.
PREPARE TO WORK AS A PARALEGAL IN AN ESTATE PLANNING OR PROBATE FIRM WITH GENERATIONS COLLEGE
Earning an associate degree in Paralegal Studies prepares prospective estate planning paralegals for the rigors of their future careers. Generations College’s Paralegal Studies Degree Program helps students understand legal terms, hone research and writing skills, identify potential ethical issues, master technology frequently used by estate planning and probate attorneys and more. Students can choose between online and on-campus courses, accommodating various lifestyles and schedules. With small class sizes (10-20 students), individuals receive personalized attention from experienced legal professionals. Additionally, internships with prominent law firms and legal departments offer practical experience and networking opportunities. Our graduates benefit from a 95% placement rate, with alumni working in law firms, corporate legal departments and government agencies.
To learn more about this two-year degree opportunity — offered on our Chicago campus and as an accredited online program — contact us today. When you are ready, you can apply online quickly and easily.
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