layiq
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- Employment
- full time
Employer job description
From SMB Team's posting. “We” and “our” refer to the employer.
Our client, a boutique law firm in estate planning and probate for high-net-worth individuals and small business owners, is seeking a well-experienced Estate Planning and Probate Paralegal to join their in-office team in Sugar Land, Texas. Join a team of esteem professionals in a beautiful office setting!
Role Overview:
You will assist attorneys in delivering exceptional service to valued clients, supporting estate planning and uncontested probate matters from start to finish. This is a hands-on, client-facing position for a proactive professional who thrives in a supportive, high-performance culture.
Key Responsibilities:
- Draft estate planning and probate documents and packages.
- Compile, draft, and assemble estate planning packages based on skill, attorney notes and client questionnaires.
- Gather any missing information from clients.
- Prepare, organize, and participate in signings (Notary Public required, or ability to obtain).
- Review legal documents for logical inconsistencies and errors.
- Provide organizational support to attorneys, keeping track of client matters and court dockets.
- Draft professional client communications via email. Respond promptly to client inquiries. Keep clients informed about status, as needed.
- Maintain organized electronic files.
Requirements
- 8+ years of estate planning paralegal experience
- Paralegal certificate or equivalent work experience
- Bachelor’s degree preferred
- Strong English, spelling, grammar, and proofing skills
- Accurate keyboarding (60wpm+)
- Ability to read cursive writing
- Business professional attire and appearance
- Superior communication skills with domestic and international clients
- Proactive, accountable, and detail-oriented
- Team player who thrives in a culture of support and shared success
- Empathic communicator and active listening skills
What you will bring
- Advanced-level estate planning paralegal experience
- Uncontested probate paralegal experience
- Integrity and professional conduct
- In-office, on-site work environment
- High attention to detail
- Proactive, solutions-oriented mindset
- Stable work history and references
- Tech-savvy
Benefits
- Information: Location: Sugar Land, Texas (On-site, 8am–5pm, M-F)
- Competitive base salary plus Quarterly Discretionary Bonuses
- Benefits: health, life insurance, plus 401k with match and Roth IRA
- Software: WealthCounsel/LEAP – Wealth Docx; MS Office; Outlook, Excel, Word
- To Apply: If you are passionate about estate planning and probate, committed to excellence, and enjoy being part of a collaborative team, we encourage you to apply for this rewarding opportunity.
About this listing
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
Employer posted:
Listing check
- Employer posted
- · 33 days ago
- Status
- Listed as a current opening
- Apply goes to
- Workable, the employer's hiring system
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