Estate Planning Paralegal - Client Services Specialist

Responsibilities

• Meet directly with clients to conduct Will and Trust signing appointments, including notarization (firm will assist with notary certification if needed)
• Walk clients through their documents in a clear, confident, and compassionate manner
• Assist with printing, reviewing, and compiling estate planning documents in preparation for client signings
• Conduct document reviews to ensure accuracy and proper execution
• Record deeds with the proper county
• Accept other administrative tasks as needed to assist the team and ensure the firm runs smoothly

Qualifications

• Prior experience in a law firm or similar environment is preferred
• Excellent attention to detail, organization, and problem solving ability
• Professional, empathetic, and service-oriented mindset
• Ability to follow established systems and procedures
• Some knowledge of legal software, case management, and docketing programs is preferred
• Able to meet demanding deadlines in a fast-paced environment
• Able to comfortably use all Microsoft Office products, and type at least 50 WPM

About Texas Trust Law

Texas Trust Law, formerly known as The Wiewel Law Firm, is a people-focused practice with a great team of experienced attorneys and non-attorneys who are easy to work with and committed to helping clients. We have over 600 Google Reviews, which you can read to learn about how others view our firm.

Our purpose is to help clients plan for the future and assist folks in navigating the unpredictability of life. Our team works together with clients to make life purposeful and meaningful as we contribute to their peace of mind.

We value hard work and reward it too! Ask about our staff cruise and our trip to Disneyland!

Benefits

• PTO
• Simple IRA contribution
• Health Insurance
• HSA contribution after the eligible time period