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PART TIME PARALEGAL - TRUSTS & ESTATE PLANNING

DELTA FINANCIAL & TRUST

Job Description

Job Description

We are seeking a Part-Time Paralegal to assist with our Trusts & Estate Planning practice. This is a client-facing role requiring excellent organizational, communication, and presentation skills.

Responsibilities include:

• Preparing and organizing trusts, wills, powers of attorney, deeds, and other estate planning documents

• Assisting with client presentations and estate planning meetings

• Preparing presentation materials and helping explain the estate planning and trust-document process to clients

• Coordinating and overseeing the signing and execution of trust and estate planning documents

• Ensuring documents are properly completed, signed, notarized, witnessed, and organized

• Preparing and filing deeds and other real estate documents with county offices

• Following up on recorded deeds and maintaining copies in client files

• Managing client files, deadlines, and document records

• Communicating with clients and coordinating appointments

• Providing general administrative and paralegal support to the attorney

Ideal Candidate:

• Comfortable interacting directly with clients and participating in client presentations

• Strong attention to detail and excellent organizational skills

• Professional written and verbal communication skills

• Ability to independently coordinate document signings and follow matters through completion

• Dependable, professional, and committed to maintaining client confidentiality

Position: Part-Time

Location: Las Colinas, Texas

Vacancy posted 9 days ago
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