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
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