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Estate Planning Paralegal

$60k - $70k

Karisch Jonas Law, PLLC

Small, established estate planning law firm in Austin is looking for a skilled paralegal to join our team. You’ll work on drafting estate planning documents, managing client relationships, and improving our internal systems and forms. Our work includes basic estate planning as well as sophisticated tax planning, and there is an opportunity to learn and grow in this role. Much of the work will be independent and self-driven, with supervision and collaboration with our attorneys. We have a part-time paralegal who works with our probate/estate administration practice, and our new paralegal might have some overflow or independent probate tasks in addition to estate planning. We are looking for someone with strong writing, proofreading, and organizational skills. Experience creating and documenting systems and workflows is preferred. To Apply Please send a resume and a brief cover letter to View email address on click.appcast.io, sharing a little about your experience and what draws you to this role. Applying by email allows us to review your writing and communication style as part of our evaluation process. Job duties will include Create drafts of wills, trusts, powers of attorney, and related documents using firm software Maintain and organize client files using Clio and other tools Coordinate document signings and track deadlines Print and prepare documents for signing, and process signed documents to create final packages Assist with estate tax returns and gift tax returns Communicate with clients in a professional, compassionate manner Help maintain and refine form templates and processes Assist attorneys with email correspondence and calendar management Assisting with probate or trust administration matters Qualifications At least 3 years of paralegal experience, ideally in estate planning and/or probate law Excellent writing, grammar, and document formatting skills Proficient with legal practice software (Clio preferred) Comfortable learning new technology Highly organized and detail-oriented Able to manage multiple clients and deadlines Strong empathy and discretion Full-time, 40 hours/week Hybrid: at least 4 days per week in our Austin office Small, collaborative team environment We Offer Salary: Starting range $60,000-$70,000, with flexibility for an exceptional candidate with significant estate planning experience PTO, holidays, 401k match, and potential for bonuses Paid family leave We will require a background check and completion of a skills evaluation as part of the hiring process. #J-18808-Ljbffr Karisch Jonas Law, PLLC

Vacancy posted 3 days ago
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