For paralegals interested in making a meaningful difference in people’s lives during sensitive and transitional times, the probate, trust, and estate sector offers both professional challenge and personal fulfillment. In this area of law, paralegals work closely with attorneys to help clients manage the distribution of assets, navigate the probate court system, and establish legal structures like trusts to avoid probate, protect wealth, tax plan, and provide peace of mind for families. Attention to detail, empathy, and strong organizational skills are critical as paralegals often serve as the main point of contact for clients managing the estate of a deceased loved one or planning their own legacy. Day-to-day responsibilities for paralegals in this field can include:

• Extensive contact with clients;
• Preparing and filing probate petitions and subsequent documents;
• Drafting estate planning documents such as wills, trusts, powers of attorney, and health care documents;
• Gathering asset information and corresponding with financial institutions;
• Preparing estate and trust accountings and preparing and filing estate tax returns.

Breaking into this sector typically begins with a solid foundation in estate planning or probate law, which can be obtained through paralegal certificate programs, on-the-job training, or continuing legal education (CLE) courses. Many paralegals also benefit from mentorship by seasoned attorneys or participation in local probate law workshops. The Massachusetts Paralegal Association offers valuable networking opportunities, CLE events, and connections to legal professionals working in this specialty, making it a great resource for those looking to grow in the field.

Whether you’re just beginning your paralegal career or considering a new focus, the probate, trust, and estate sector is rich with opportunity to build both legal expertise and lasting client relationships. With a combination of legal knowledge, client communication skills, and a compassionate approach, paralegals in this field help ensure that some of life’s most important transitions are handled with care and precision.