Paralegal/ Legal Assistant

About the role

An experienced paralegal/legal assistant is needed for a solo practitioner whose practice focuses almost exclusively on estate planning and probate. The office also handles occasional real‑estate transactions, foreclosure proceedings, and business formation or corporate document updates. The position is low‑key but fast‑paced, and the assistant will often be the sole staff member, responsible for keeping the office running smoothly during the attorney’s extended absences.

Responsibilities

• Prepare estate planning and probate documents using TxDocs.
• File documents electronically via eFile and record them with SimpliFile.
• Assist with minor real‑estate transactions, foreclosure proceedings, and business formation or corporate document updates.
• Maintain simple office bookkeeping, post payments, and prepare financial statements in Intuit QuickBooks.
• Interact professionally with area clerks, probate judges and their assistants, and other relevant personnel.
• Provide courteous, client‑focused service to make clients feel comfortable.
• Ensure the office operates smoothly in the attorney’s absence, including handling day‑to‑day tasks and unexpected issues.

Qualifications

• Several years of proven experience as a paralegal or legal assistant in estate planning and probate.
• Preferably a college degree with additional paralegal training, education, or certification; extensive experience may substitute for formal education.
• Excellent attendance record and dependability.
• Strong attention to detail and an easygoing personality.
• Ability to work independently and manage the office when the attorney is away.
• References required.

Skills & Tools

• Proficiency with TxDocs for estate planning and probate document preparation.
• Experience using eFile for electronic filing and SimpliFile for document recording.
• Competence in Intuit QuickBooks for bookkeeping, payment posting, and statement preparation.
• Effective communication and interpersonal skills for interacting with clients, clerks, judges, and staff.