Senior Estate Planning and Probate Paralegal

About the role

Our client, a boutique law firm specializing 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. This hands‑on, client‑facing position supports attorneys in delivering exceptional service on estate planning and uncontested probate matters from start to finish, within a supportive, high‑performance culture.

Key Responsibilities

• Draft estate planning and probate documents and packages.
• Compile, draft, and assemble estate planning packages based on 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, tracking client matters and court dockets.
• Draft professional client communications via email and respond promptly to client inquiries.
• Keep clients informed about case status as needed.
• Maintain organized electronic files.

Requirements

• 8+ years of estate planning paralegal experience.
• 8+ years of probate paralegal experience.
• ABA‑approved paralegal certificate or equivalent work experience.
• Bachelor’s degree preferred.
• Strong English, spelling, grammar, and proofing skills.
• Accurate keyboarding (80 wpm+).
• 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 with active listening skills.
• Advanced‑level estate planning and probate paralegal experience.
• Integrity and professional conduct.
• In‑office, on‑site work environment.
• High attention to detail and solutions‑oriented mindset.
• Stable work history and references.
• Tech‑savvy; proficient with WealthCounsel/LEAP – Wealth Docx, MS Office, Outlook, Excel, and Word.

Benefits

• $250 per month towards health and life insurance.
• 401(k) with match and Roth IRA options.
• Competitive base salary plus quarterly discretionary bonuses.

Pay

Competitive base salary plus quarterly discretionary bonuses.

Schedule

On‑site, 8 am – 5 pm, Monday through Friday.

Location

Sugar Land, Texas.