Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Estate Planning Paralegal - Client Services Specialist

$50k - $55k

Texas Trust Law

Job Description

Job Description

We are a well-established boutique law firm in Central Austin, serving the community for nearly 30 years. Our practice focuses exclusively on Wills, Trusts, Probate, Estate Administration, Asset Protection, Special Needs Planning, and Elder Law.

Our mission is simple: help clients plan confidently for the future and support them through life’s most difficult transitions. We approach every client interaction with compassion, professionalism, and respect.

We also believe in taking care of our team. We foster a supportive, collaborative environment where each team member is valued, work-life balance is respected, and meaningful, long-term careers are built. We do planning and probate - not litigation.

Compensation:

$50,000 - $55,000

Responsibilities:
  • This is a highly client-facing position . The right candidate will play a key role in guiding clients through one of the most important steps in the estate planning process: reviewing and executing their documents .
  • Meet directly with clients to conduct Will and Trust signing appointments, including notarization (firm will assist with notary certification if needed)
  • Walk clients through their documents in a clear, confident, and compassionate manner
  • Assist with printing, reviewing, and compiling estate planning documents in preparation for client signings
  • Conduct document reviews to ensure accuracy and proper execution
  • Record deeds with the proper county
  • Accept other administrative tasks as needed to assist the team and ensure the firm runs smoothly
  • This is a full-time position (40 hours per week) in an office
Qualifications:
  • Prior experience in a law firm or similar environment is preferred
  • Excellent attention to detail, organization, and problem solving ability
  • Professional, empathetic, and service-oriented mindset
  • Ability to follow established systems and procedures
  • Some knowledge of legal software, case management, and docketing programs is preferred
  • Able to meet demanding deadlines in a fast-paced environment
  • Ability to comfortably use all Microsoft Office products, and type at least 50 WPM
About Company

Texas Trust Law, formerly known as The Wiewel Law Firm, is a people-focused practice with a great team of experienced attorneys and non-attorneys who are easy to work with and committed to helping clients. We have over 600 Google Reviews, which you can read to learn about how others view our firm.

Our purpose is to help clients plan for the future and assist folks in navigating the unpredictability of life. Our team works together with clients to make life purposeful and meaningful as we contribute to their peace of mind.

We value hard work and reward it too! Ask about our staff cruise and our trip to Disneyland!

Check us out at

Benefits: PTO, Simple IRA contribution, Health Insurance, and HSA contribution after the eligible time period.

Vacancy posted 17 days ago
Similar jobs that could be interesting for youBased on the Estate Planning Paralegal - Client Services Specialist in Austin, TX vacancy
  •  ...Description Job Description Paralegal Employment Type: Full-Time...  ...efforts to foster teamwork, planning and decision making;  -...  ...professionalism and customer service in all interactions with DU customers...  ...solutions that fit our client’s specific needs. We are committed... 
    Suggested
    Full time
    For contractors
    Work at office
    Flexible hours

    Contact Government Services, LLC

    Austin, TX
    18 days ago
  • $24 - $31 per hour

     ...Family Law, is seeking a hybrid Family Law Paralegal to join our Austin, TX office. Modern...  ...role in helping us maintain excellence in client service by balancing legal expertise, client...  ...benefit programs are available. Health Care Plan (Medical, Dental & Vision) Retirement... 
    Suggested
    Base plus commission
    Hourly pay
    Full time
    Temporary work
    Work at office
    Remote work
    Flexible hours

    Modern Family Law

    Austin, TX
    3 days ago
  •  ...Job Type Full-time Description The Paralegal provides critical support to attorneys in all phases of litigation and case...  ...the guidelines and best practices of their profession. Planning & Priority Setting - Legal Professionals identify priorities and... 
    Suggested
    Full time
    Work at office

    Chartwell Law

    Austin, TX
    12 hours ago
  •  ...Fagan is a firm that excels in family, estate planning & probate, and criminal law matters. We...  ...primary point of contact for existing clients and is responsible for ensuring high levels...  ...client accounts to ensure legal service delivery is on track. Maintain and update... 
    Suggested
    Contract work
    Temporary work
    Work at office

    Law Office of Bryan Fagan

    Austin, TX
    4 days ago
  • $63k - $122k

     ...Senior Client Delivery Specialist (Commercial Litigation Executive Legal Assistant) Husch Blackwell LLP is a full-service litigation and business law firm with multiple locations across...  ...progress; and assists with project plans, timelines, and resource allocation.... 
    Suggested
    Work at office
    3 days per week

    Husch Blackwell

    Austin, TX
    3 days ago
  •  ...of our employees is just as important as the future of our business. All pet lovers welcome CityVet is looking for Client Service Specialists to join our team! At CityVet, we know our team of happy people is as unique and diverse as the pets we care for. We recruit... 
    Full time
    Flexible hours

    CityVet

    Austin, TX
    11 days ago
  • $61.3 per hour

     ...Demand, a Consilio Company , is seeking a Paralegal Specialist for an assignment with one of our AmLaw 100 firm clients. Start: late June 2026 or early July 20...  ...eDiscovery, risk management, and legal consulting services. The company supports multinational law firms... 
    Contract work
    Work at office

    Lawyers On Demand, a Consilio Company

    Austin, TX
    5 days ago
  • $125k - $155k

     ...and documenting business processes and accounting policies to maintain and strengthen internal controls. 7. Managing cash flow planning process and ensure funds availability. 8. Overseeing cash, investments, and asset management area. 9. Exploring investment opportunities... 
    Work at office
    Local area

    Jobot

    Austin, TX
    12 hours ago
  • $150k - $200k

     ...products meet strict specifications and functional requirements. Why join us? premiere medical, dental, vision, and life insurance plans 401k Inclusive, flexible work environment. We offer healthy snacks and daily catered meals, in addition to family-friendly... 
    Local area
    Flexible hours

    Jobot

    Rollingwood, TX
    12 hours ago
  • $20 - $23 per hour

     ...Firm, PLLC, where we transform estate planning into a legacy, not a burden....  ...our attorneys and paralegals, ensuring smooth and efficient...  ...of a team that prioritizes clients' understanding and involvement...  ...together to provide exceptional service and build a brighter future... 
    Hourly pay
    Work at office

    Hailey-Petty Law Firm, PLLC

    Austin, TX
    4 days ago
  •  ...offices in all 50 States, has an immediate opening for a Client Account Specialist in its Austin, TX office. Candidates will work in conjunction...  ...with clients regarding delinquent accounts, and planning and performing account reconciliations. Key Responsibilities... 
    Casual work
    Work at office
    Immediate start

    Gordon Rees Scully Mansukhani, LLP

    West Lake Hills, TX
    3 days ago
  •  ...Charles Schwab is seeking a Client Service Specialist to assist with recordkeeping client servicing. This role involves daily administration assignments and participation in developing strategic solutions. The ideal candidate should have a Bachelor’s degree, exceptional... 

    Charles Schwab

    Austin, TX
    4 days ago
  •  ...Client Experience Specialist (Remote) We are seeking a detail-oriented Client Experience Specialist to support customers throughout their service journey. In this role, you will assist with coordinating...  ...who are organizing personal plans and scheduled experiences, helping... 
    Remote work
    Flexible hours

    Nexora Talent

    Austin, TX
    8 days ago
  • $20.3 per hour

     ...Key Account Support Specialist Job Locations US-TX-Austin | US-AZ-Phoenix...  ...Full Time Category Client Services/Account Management Minimum...  ...Managers ("KAMs") to manage client business planning, forecasting, annual reviews, and joint... 
    Full time
    Work at office
    Flexible hours
    Shift work

    Advantage Solutions

    Austin, TX
    3 days ago
  • Client Support Specialist - Greater Austin, TX Area (REMOTE) page is loaded## Client Support Specialist...  ...$1 million and therefore a complex service and investment need. In this role,...  ...and understanding of general financial planning concepts* Proven customer service, client... 
    Remote job
    Work at office

    Soteria Reinsurance Ltd.

    Austin, TX
    2 days ago
  • $75k - $95k

     ...advanced administrative support services aimed at facilitating the...  ...Firm and aiding attorneys and clients. This position is pivotal in...  ...requests made by attorneys, paralegals, and clients. Docket case and...  ...office supplies; assist with planning, arranging, setting up and cleaning... 
    Full time
    Work at office
    Local area
    Flexible hours
    Night shift
    3 days per week

    Beveridge and Diamond PC

    Austin, TX
    12 hours ago
  • $50k - $60k

     ...to prosecute the cases from client intake through filing and discovery...  ..., managing registration and planning for conferences Software and...  ...diploma or GED is required. Paralegal Certificate or associate or...  ...Critical Illness Pet Insurance Care service resources for children and... 
    Hourly pay
    Temporary work
    Work experience placement
    Work at office
    Remote work

    Scott + Scott

    Austin, TX
    3 days ago
  • $50k - $200k

     ...FOIA Paralegal Employment Type: Full Time, Mid-Level Department: Legal CGS is seeking...  ...Our Commitment: Contact Government Services (CGS) strives to simplify and enhance...  ...deliver customized solutions that fit our client's specific needs. We are committed to... 
    Full time
    Flexible hours

    Contact Government Services LLC

    Austin, TX
    1 day ago
  • $55k - $70k

     ...Sales Development Representative Built on service. Powered by people. Impact exists because...  ...while the people doing the work and the clients relying on it became an afterthought....  ...offer applicable incentive compensation plans depending on role and/or department. For... 
    Work at office

    Impact Networking, LLC

    Austin, TX
    4 days ago
  • $70k

     ...business solutions backed by exceptional service. From office technology and managed IT to...  ...Start each day with team collaboration, planning, and sales training Generate new business...  ...Develop proposals tailored to each client's needs Maintain strong follow-up and... 
    Full time
    Contract work
    Work at office
    Local area

    Pacific Office Automation

    Austin, TX
    4 days ago
  •  ...Representative. Key Responsibilities: Actively identify potential clients through LinkedIn, industry databases, and referrals. Develop...  ...and interests. Own the full sales cycle: territory/account planning, outbound and inbound prospecting, discovery, technical scoping... 
    Contract work
    Temporary work
    For contractors

    VVater

    Austin, TX
    4 days ago
  •  ...meeting their equipment needs, while also offering our additional services. The Rental Sales Representative needs to be an ambitious self-...  ...increase profitability aligning with ASCO's continuous growth plan. Responsibilities: Establish new business opportunities through... 

    ASCO Equipment

    Austin, TX
    a month ago
  • $80k

     ...and messaging that cultivate opportunities for new business Execute daily tasks, including: Thorough pre-call research and planning Conduct a high volume of daily calls Follow up with past contacts Maintain accurate records in Salesforce What you'll... 

    Restaurant365

    Austin, TX
    4 days ago
  • $60k

     ...companies and specialize in staffing and services solutions in manufacturing, logistics,...  ...fundamentals of sales, including prospecting, client engagement, req qualification and...  ...Managers and Directors to support territory planning and workforce strategy. Generate,... 
    Hourly pay
    For contractors
    Internship

    Aerotek

    Austin, TX
    3 days ago
  • $28 per hour

     ...call strategies, and messaging to create opportunities for new business Conduct daily activities including pre-call research and planning, making a high volume of calls per day, follow-up with previous contacts (nurturing leads), and maintaining Salesforce records... 
    For contractors
    For subcontractor
    Work at office
    Local area
    Immediate start

    Procore Technologies

    Austin, TX
    2 days ago
  •  ...vendors. The role entails coordinating projects from the early planning stage through the order placement, by collaborating with other...  ...each project Request pricing information for various items and services, from installers and third-party suppliers Working with site plans... 
    Work experience placement

    KOMPAN Inc Americas

    Austin, TX
    3 days ago
  •  ...driven innovation and world class customer service. Veryon has more than 7,500 customers in...  ...strong relationships with potential clients, and driving our sales growth. Your primary...  .... Proactive: You have no problem planning the work, working the plan, and proactively... 
    Afternoon shift

    Veryon Work Center

    Austin, TX
    4 days ago
  • $90k

    About the Role CaptivateIQ is transforming the way companies plan, manage, and optimize sales performance. We started by revolutionizing incentive compensation management, and now we’re expanding our platform to solve broader sales planning challenges. Recognized by industry... 
    Work at office
    Flexible hours
    3 days per week

    CaptivateIQ

    Austin, TX
    1 day ago
  • $45k - $52.5k

     ...Salesforce, Outreach, Nooks, ZoomInfo, and LinkedIn Sales Navigator. AI: Fluency across core tasks (research, drafting, analysis, planning) is used as a default, not an exception. Collaboration: Strong ability to work cross-functionally with Marketing, SDR leadership,... 
    Work at office
    Local area
    Remote work
    Flexible hours

    Cockroach Labs

    Austin, TX
    5 days ago
  •  ...Customer Service Representative We’re seeking a customer service representative to handle client requests and provide full support in a manufacturing call center environment...  ...onboarding and periodically thereafter. Most planning, analysis, and mentoring can be conducted... 
    Contract work
    Work at office
    Remote work
    Work visa
    Monday to Friday

    New Iron, Inc.

    Austin, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Estate Planning Paralegal - Client Services Specialist. Be the first to apply!