Senior Estate Planning and Probate Paralegal
SMB Team
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. 8+ years of estate planning paralegal experience 8+ years of probate paralegal experience ABA-approved paralegal certificate or equivalent work experience Bachelor's degree preferred Strong English, spelling, grammar, and proofing skills Accurate keyboarding (80wpm+) Ability to read cursive writing Business professional attire and appearance Superior communication skills with domestic and international clients Proactive, accountable, and detail-oriented Team player who thrives in a culture of support and shared success Empathic communicator and active listening skills Must have Advanced-level estate planning paralegal experience Advanced-level probate paralegal experience Integrity and professional conduct In-office, on-site work environment High attention to detail Proactive, solutions-oriented mindset Stable work history and references Tech-savvy Information Location: Sugar Land, Texas (On-site, 8am-5pm, M-F) Competitive base salary plus Quarterly Discretionary Bonuses Benefits: $250/month towards health, life insurance, plus 401k with match and Roth IRA Software: WealthCounsel/LEAP - Wealth Docx; MS Office; Outlook, Excel, Word #J-18808-Ljbffr SMB Team
- SMB Team seeks a senior Estate Planning and Probate Paralegal to join our Sugar Land office. You will support attorneys in estate planning and uncontested probate matters, handling documents, client questionnaires, signings, and communications. The role requires 8+ years...SeniorWork at office
- SMB Team in Sugar Land, TX seeks an experienced Estate Planning and Probate Paralegal for an in-office role supporting attorneys handling estate planning and probate matters for high-net-worth clients and small business owners. You will draft documents, assemble packages...SeniorWork at office
- SMB Team is assisting a boutique law firm in Sugar Land, Texas, seeking an experienced Estate Planning and Probate Paralegal to support attorneys in delivering excellent service. The role is hands-on, client-facing, and requires 8+ years in both estate planning and probate...SuggestedWork at office
$50k - $70k
...Paralegal - Family Law Department: Legal Employment Type: Full Time Location: Richmond Compensation: $50... ...Law Office of Bryan Fagan is a firm that excels in family, estate planning & probate, and criminal law matters. We have (11) offices in Texas...SuggestedFull timeWork at officeLocal area- ...in Texas is seeking an Associate Attorney focusing on Elder Law. The ideal candidate will have over 5 years of experience in Estates and Probate and be licensed to practice law in Texas. Responsibilities include providing legal counsel on Elder Law matters, managing multiple...Senior
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- ...landlord relationships. In this role, you will lead a distributed lease admin/Legal support team, collaborate with Accounts Payable, Real Estate/Dealmaking, Legal, and Facilities, and drive accuracy in CAM/NNN reconciliations, escalations, #J-18808-Ljbffr Prime...Senior
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$120k - $175k
Overview Senior Tax Manager (Partnerships & High Net Worth Individuals) Salary: $120,000 - $175,000 per year About Us At Griffing & Company... ...Tax Manager, you will be a key player in tax compliance and planning engagements, helping to drive strategic decisions, and...SeniorFlexible hours- ...profit improvement programs. Establish the savings tracking models. Verify financial information on the cost savings/profit improvement plans to ensure accuracy. Facilitate internal and external audit requests. Identify and lead continuous accounting process...SeniorWork at office
- ...partnering with a growing organization in Sugar Land to identify a Senior Compensation Analyst who is ready to take on significant... ...Radford, and similar platforms Support annual merit and incentive planning, including data review, modeling, approvals, system preparation...SeniorHourly payMinimum wage
$74.44k - $85.61k
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