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.

Requirements

• 8+ years of estate planning paralegal experience

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