Senior estate planning and probate paralegal

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.

• 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 (80wpm+)
• 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

Must have

• Advanced-level estate planning paralegal experience
• Advanced-level 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

Information:

• Location: Sugar Land, Texas (On-site, 8am–5pm, M-F)
• Competitive base salary plus Quarterly Discretionary Bonuses
• Benefits: $250/month towards health, life insurance, plus 401k with match and Roth IRA
• Software: WealthCounsel/LEAP – Wealth Docx; MS Office; Outlook, Excel, Word

To Apply:

Qualified candidates will be contacted for a phone screen with our recruiter, followed by manager and executive interviews.
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.