Overview
Paralegal Jobs in Denver Metropolitan Area at Robert Half
Title: Paralegal
Company: Robert Half
Location: Denver Metropolitan Area
Trust & Estate Administration Paralegal
We are seeking a detail-oriented Trust & Estate Administration Paralegal with 3+ years of experience to support attorneys in the administration of trusts and estates. This role is primarily focused on post-death administration, asset management, and client coordination rather than litigation. The ideal candidate is highly organized, client-focused, and experienced in managing the administrative lifecycle of estates and trusts.
Key Responsibilities
Assist with all aspects of trust and estate administration, including both probate and non-probate matters
Prepare and file routine probate documents (applications, inventories, accountings, and closing documents)
Coordinate collection, valuation, and transfer of estate and trust assets
Facilitate trust funding and administration, including reviewing trust assets and aligning with governing documents
Communicate regularly with clients, trustees, beneficiaries, financial advisors, and custodians
Track and manage key deadlines, including court filings, tax filings, and required distributions
Assist in the preparation of estate inventories and fiduciary accountings
Support preparation and organization of materials for estate tax returns and fiduciary income tax returns (in coordination with CPAs)
Prepare correspondence and documentation related to distributions and beneficiary communications
Maintain and organize detailed client files and administration records
Assist with obtaining EINs, opening estate/trust accounts, and coordinating with financial institutions
Qualifications
3+ years of experience in trust and estate administration
Working knowledge of probate processes and trust administration procedures
Experience handling asset transfers, funding, and beneficiary distributions
Familiarity with estate and fiduciary accounting concepts
Basic understanding of estate and fiduciary tax reporting processes
Proficiency in Microsoft Office (Word, Excel, Outlook) and legal/accounting software
Strong organizational skills with the ability to manage multiple administrations simultaneously
Excellent communication skills with a client-service mindset
High level of discretion when handling sensitive financial and family matters
Education & Certifications
Paralegal certificate or equivalent work experience required
Bachelor’s degree preferred
Preferred Experience
Familiarity with trust accounting or wealth management platforms
Experience coordinating with CPAs, financial advisors, and custodians
Compensation & Benefits
Competitive salary based on experience
Comprehensive benefits package (medical, dental, vision, 401(k))
Paid time off and holidays
If you are qualified for this position, please send your resume to Director, [email protected] for immediate consideration!
