Trusts & Estates Paralegal

ESSENTIAL DUTIES & RESPONSIBILITIES

• Estate Planning & Document Preparation
• Prepare correspondence, estate planning documents, and corporate, partnership, and LLC documents.
• Aid in the execution of estate planning documents.
• Draft probate pleadings and prepare materials related to court proceedings.
• Tax & Financial Filings
• Prepare initial drafts of state and federal tax reports and returns, including:
• Texas Franchise Tax No Tax Due Reports
• Texas Franchise Tax Public Information Reports
• U.S. Gift Tax Returns (Form 709)
• U.S. Estate Tax Returns (Form 706)
• Probate & Estate Administration
• Support all phases of estate administration, including maintaining probate tracking systems and monitoring deadlines.
• Prepare correspondence and coordinate with clients and witnesses regarding hearings.
• Interact with courts and government agencies to schedule hearings and obtain information.
• Research & Record Management
• Perform legal research using available resources and research tools.
• Organize and maintain trust, estate, and entity record books, forms, and indices.
• Maintain tracking systems for clients and entities, including document management within Firm systems.
• Transactional & General Support
• Assist with review of real estate contracts, title commitments, surveys, and closing documents.
• Track and record time for all Firm-related work.
• Take initiative in managing and advancing assigned projects.
• Client Service & Collaboration
• Maintain positive and professional communication with clients, attorneys, and staff.
• Collaborate effectively while managing multiple priorities and deadlines.

  QUALIFICATIONS

  • High school diploma or GED required, bachelor’s degree preferred.
  • Paralegal certification preferred; equivalent experience may be considered.
  • Minimum of 5 years’ relevant experience in a law firm, preferably in estate planning or trusts and estates.
  • Strong knowledge of estate planning, probate processes, and related legal documentation.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
  • Strong organizational and time management skills with the ability to prioritize and meet deadlines.
  • Excellent written and verbal communication skills.
  • Strong attention to detail, proofreading, and editing skills.
  • Able to perform basic calculations and review financial information on legal forms.
  • Able to maintain confidentiality and exercise discretion.

    Working Conditions

    • This position operates in a professional office environment with standard equipment.
    • Occasional travel and extended hours may be required to meet business needs.

      PAY & SCHEDULE

      Commensurate with experience.

      BENEFITS

      We offer a comprehensive benefits package including health insurance, retirement plans, and paid time off.