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Probate paralegal skills for your resume and career

Updated January 8, 2025

2 min read

Below we've compiled a list of the most critical probate paralegal skills. We ranked the top skills for probate paralegals based on the percentage of resumes they appeared on. For example, 36.9% of probate paralegal resumes contained probate as a skill. Continue reading to find out what skills a probate paralegal needs to be successful in the workplace.

15 probate paralegal skills for your resume and career

1. Probate

Here's how probate paralegals use probate:

Researched and obtained all necessary documentation from various out-of-state Probate courts.
Fulfilled probate paralegal position in newly developed department.

2. Guardianship

Here's how probate paralegals use guardianship:

Achieved sole responsibility for administration of all estates and guardianships.
Coordinate preparation of fiduciary and guardianship accountings by CPA.

3. Litigation

Here's how probate paralegals use litigation:

Assisted associate counsel with contract, civil, and personal injury litigation.
Organized large complex litigation cases.

4. Pleadings

Here's how probate paralegals use pleadings:

Provided administrative support to attorneys; duties included drafting pleadings, discovery, petitions and correspondence.
Prepare and process pleadings such as Summons, Subpoenas, Complaints, Appeals, Motions, and Mediation Agreements.

5. Law Firm

Here's how probate paralegals use law firm:

Managed high-profile executive-level paralegal position supporting Senior Partner for Immigration/Criminal Law Firm
Provide paralegal support to law firm concentrating in plaintiff representation for personal injury, premises liability, and wrongful death litigation.

6. Legal Research

Here's how probate paralegals use legal research:

Performed legal research using Westlaw and LexisNexis.
Conducted client interviews, document analysis, estate analysis, legal research, document management and execution of estate planning documents.

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7. Estate Administration

Here's how probate paralegals use estate administration:

Oversee all phases of estate administration, including preparation of all court documents and financial reports; disbursements and incoming/outgoing correspondence.
Communicated with clients regarding financial documents and other information needed for the estate administration process.

8. Estate Tax Returns

Here's how probate paralegals use estate tax returns:

Prepared and filed federal estate and Oregon inheritance/estate tax returns.
Prepare Federal Estate Tax Returns, Iowa 706 Inheritance Tax Returns, Fiduciary Tax Returns and Inventories.

9. Real Property

Real property refers to the land, buildings, and every other physical thing on sight within a marked area of land. It also refers to everything physically and permanently attached to a given parcel of land including the soil. It goes further into the legal documents like the right to ownership, right to sell, lease, and use the land including all the physical assets on it. The term is also related to real estate and can be used interchangeably.

Here's how probate paralegals use real property:

Requested real property valuation appraisals and mineral ownership reports.
Searched real property records to identify and value assets and identify issues with titles to property.

10. Gift Tax Returns

Here's how probate paralegals use gift tax returns:

Prepare estate and gift tax returns.

11. Court Filings

Here's how probate paralegals use court filings:

Gather information from clients in order to prepare court filings.
Document Production and Proofreading; Court Filings

12. Estate Accounts

Here's how probate paralegals use estate accounts:

Maintained files and estate accounts, and prepared all court and related documents and estate and state death tax forms.

13. IRS

IRS stands for internal revenue services. It helps many compliant taxpayers become conversant with the law regarding taxes; it ensures the minority who refuse to comply with paying taxes pay the required amount.

Here's how probate paralegals use irs:

Prepared IRS Form 1041 for select clients.
Apply for EIN s for Trusts and Estates using the IRS website.

14. Medicaid

Here's how probate paralegals use medicaid:

Helped Medicaid patient's families fill out documentation so their loved ones could receive the benefits needed.
Worked with the nursing homes in finding solutions for patients who needed to file for Medicaid.

15. Financial Institutions

Financial Institutions come in all sizes, forms, and are meant for all sorts of purposes. Some only keep money, some only trade it, some focus on extending loans, some work with only other financial corporations or regular business and companies, and some are built to be useful and multi-purpose. A central bank, for example, is a banking institution meant to keep an eye on other banks and ensure that no laws or rules are broken or bent.

Here's how probate paralegals use financial institutions:

Prepared correspondence to clients, financial institutions, Superior Court Clerks and County Recorder/Assessor personnel.
Subpoena financial institutions, hospitals, law enforcement agencies, physicians, and municipalities for records, bills and court appearances.

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What skills help Probate Paralegals find jobs?

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List of probate paralegal skills to add to your resume

The most important skills for a probate paralegal resume and required skills for a probate paralegal to have include:

Probate
Guardianship
Litigation
Pleadings
Law Firm
Legal Research
Estate Administration
Estate Tax Returns
Real Property

Gift Tax Returns
Court Filings
Estate Accounts
IRS
Medicaid
Financial Institutions
Subpoenas
Deposition Summaries
Due Dates

Trial Preparation
Client Billing
Financial Statements
Estate Assets
Financial Reports
Legal Notices
Telephone Calls

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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