Estate Planning Paralegal Resume Example & Writing Guide

Use this Estate Planning Paralegal resume example and guide to improve your career and write a powerful resume that will separate you from the competition.

Estate planning is an area of law that deals with the creation of a will or trust, as well as the oversight of an estate throughout its duration. An estate planning paralegal is an integral part of the team that provides legal guidance to clients as they prepare their estate plans. They help clients identify and value their assets, draft their wills, create trusts, and decide who will be appointed as executors and trustees.

If you’re interested in working in estate planning but aren’t sure how to break into the field, here are some tips and an example resume to help you write a stellar estate planning paralegal resume.

Jennifer Thomas
Los Angeles, CA | (123) 456-7891 | [email protected]

Experienced estate planning paralegal with a passion for helping families protect their loved ones. Skilled in drafting wills, trusts, and other legal documents. Strong technical skills and attention to detail ensure accuracy and completeness of client files.

Santa Clara University Jun '10
Paralegal Certificate
Santa Clara University Jun '06
B.A. in Political Science
Company A, Estate Planning Paralegal Jan '17 – Current
  • Drafted and reviewed wills, trusts, powers of attorney, healthcare directives, and other estate planning documents.
  • Reviewed client files to identify potential issues that may impact the document drafting process or post-execution administration.
  • Provided support for attorneys in preparing for hearings/trials by researching case law and statutes as well as locating witnesses and scheduling depositions.
  • Assisted with preparation of motions, briefs, discovery requests/responses, etc., including drafting correspondence when appropriate.
  • Maintained current knowledge of relevant laws and procedures within assigned practice areas through continuing education opportunities and internal training programs.
Company B, Estate Planning Paralegal Jan '12 – Dec '16
  • Created and maintained a comprehensive database of client contacts, including personal information, insurance policies, assets, liabilities and tax status
  • Prepared documents for estate planning purposes such as wills, powers of attorney and health care directives
  • Conducted research on state laws regarding property distribution upon death to ensure compliance with clients’ wishes
  • Collaborated with attorneys to prepare living trusts for high-net-worth individuals in the greater Atlanta area
  • Communicated regularly with clients via phone calls and emails to answer questions about their legal matters
Company C, Legal Assistant Jan '09 – Dec '11
  • Assisted Senior Attorney with legal research, document drafting, and client relations.
  • Prepared pleadings, motions, and other court documents following established procedures and guidelines in state and federal courts.
  • Maintained attorney contact lists and calendars, organized office correspondence (e-mail/hard copy), conducted reference checks for potential employees as directed by the attorneys, updated job postings on firm’s career website daily, scheduled interviews with candidates as needed for attorneys & paralegals in a professional manner according to applicable policies & procedures of the Firm.
  • Certified Paralegal
  • Certified Elder Law Attorney
  • Certified Probate Law Specialist

Industry Knowledge: Estate Planning, Probate, Trusts, Estate Tax, Trust Tax
Technical Skills: Microsoft Office Suite, Legal, Microsoft Excel, Adobe Acrobat
Soft Skills: Attention to Detail, Time Management, Verbal Communication, Teamwork, Judgment, Critical Thinking

How to Write an Estate Planning Paralegal Resume

Here’s how to write an resume of your own.

Write Compelling Bullet Points

Bullet points are the most effective way to showcase your experience and qualifications. And when it comes to legal bullet points, it’s especially important to use specific examples and numbers.

For example, rather than saying you “provided legal support for estate planning department,” you could say you “provided legal support for estate planning department by drafting wills for 15 clients and reviewing estate planning documents for 20 clients.”

The second bullet point is much more specific and provides a clear sense of the scope of your work. And that will make it much easier for hiring managers to understand how your experience aligns with the job requirements.

Identify and Include Relevant Keywords

When you submit your resume for an estate planning paralegal role, it’s likely that it will go through an applicant tracking system (ATS). This system will scan your resume for specific keywords related to the position, like “estate planning” or “probate law.” If your resume doesn’t include enough of the right terms, the ATS might automatically reject your application.

To increase your chances of getting an interview, use this list of common estate planning keywords as a starting point to help you optimize your resume:

  • Estate Planning
  • Wills
  • Elder Law
  • Probate
  • Real Estate Transactions
  • Legal Research
  • Legal Writing
  • Litigation
  • Family Law
  • Civil Litigation
  • Property Law
  • Title Insurance
  • Paralegals
  • Corporate Law
  • Legal Advice
  • LexisNexis
  • Document Drafting
  • Corporate Governance
  • Real Estate
  • Intellectual Property
  • Microsoft Access
  • Document Review
  • Litigation Support
  • Westlaw
  • Mediation
  • Law
  • Trial Practice
  • Trials
  • Pleadings
  • Depositions

Showcase Your Technical Skills

As an estate planning paralegal, you need to be proficient in a variety of software programs and systems in order to effectively do your job. This might include familiarity with legal research databases, case management software, or estate planning software. Additionally, many estate planning firms now use social media platforms to market their services, and paralegals who are familiar with these platforms will be better equipped to take advantage of this growing trend.


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