Paralegal

Established Houston Firm is Seeking an Estate and Probate Paralegal

Duties Include:

• Drafting and preparing estate planning documents, including wills, trusts, powers of attorney, and advance directives
• Assisting in preparation and filing of probate documents and court filings
• Coordinating signing meetings, notary services, and document execution
• Reviewing and analyzing financial documents, beneficiary designations, and asset information
• Tracking deadlines and managing calendars related to court filings, trust funding, and other case milestones
• Supporting attorneys with research, correspondence, and preparation of IRS and state tax forms related to estates and trusts (e.g., Form 706, Form 709, etc.)
• Keep track of billable times daily and the annual goal is 1500 billable hours for paralegals
• Perform other administrative and legal support tasks as needed

Mandatory Requirements – Firm will only consider if you meet ALL the below:

• Minimum 5 years of experience as a paralegal, with at least 3 years in estate planning and/or probate.
• Must have worked at a private law firm
• Associate or bachelor’s degree; paralegal certificate from an ABA-approved program preferred
• Proficiency in Microsoft Office (Word, Excel, Outlook), document management systems (iManage a plus), and legal billing software
• Exceptional organizational skills and attention to detail
• Strong written and verbal communication skills
• Ability to manage multiple tasks and deadlines efficiently
• High degree of discretion and confidentiality in handling sensitive client information
• Experience with legal software such as Westlaw, GEMS, or Interactive Legal Suite

POSITION IS IN OFFICE Monday through Friday – no hybrid (sorry!)

If this job does not align with your skills please take a look at our other postings! Thank you!