Job description

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.

Requirements

Must-haves

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.
8+ years of estate planning paralegal experience
Paralegal certificate or equivalent work experience
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

Nice-to-haves

Bachelor’s degree preferred

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: workable
Effort: medium

Benefits

Benefits detected in the listing.

401k