Estate Planning Paralegal

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Free food & snacks
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development
• Tuition assistance
• Vision insurance
• Wellness resources

 
Estate Planning Paralegal 
The Harbor Lawyers 
Greater Houston (On-site)



 

The Harbor Lawyers is a growing firm handling estate planning matters throughout Texas and California. Join a dynamic practice where experienced professionals make a meaningful impact within a supportive, collaborative environment. 



 
The Harbor Lawyers is seeking an experienced Estate Planning Paralegal with at least 5 years of experience in preparation of wills, trusts, and ancillary estate planning documents. The ideal candidate will have a strong background in client consultations, estate planning document preparation, and trust administration. This role offers the opportunity to work directly with clients, providing strategic legal support while managing estate planning cases from start to finish.



 
Experience & Technical Skills  



 

• Experience: Minimum 5 years in estate planning, focusing on drafting wills, trusts, and POAs
  • Or 10 years paralegal experience, with a minimum of 3 years EP drafting
• Document Proficiency: Expertise in drafting complex estate planning documents, real estate deed transfers, ensuring compliance with state law, and preparing funding instructions.
• Software: Proficiency with estate planning software (Clio preferred but not required) and general legal tech. Effectively uses case management, document management, billing, and collaboration tools to support attorneys and clients while maintaining strict confidentiality, data security, and compliance with firm policies.
• Management of Estate Plan and Trust Funding Administration Process: Skilled in guiding clients through asset retitling and beneficiary updates.

Qualities & Soft Skills  

• Attention to Detail: Meticulous in reviewing documents and ensuring accuracy.
• Communication: Excellent verbal and written skills to explain complex matters to clients and coordinate with attorneys.
• Empathy & Patience: Ability to handle sensitive topics and stressful client situations with compassion.
• Organization: Strong time management, ability to juggle multiple tasks, and maintain order in a fast-paced environment.
• Initiative & Problem-Solving: Proactive, independent, and resourceful in resolving issues.
• Client Focus: Ability to build rapport, communicate value, and manage client expectations effectively. 
• Technology Savvy: Demonstrates strong proficiency with law firm technology and ability to quickly learn and adapt to new legal software systems.
• Adaptable: Ability to adapt to changing priorities and workflows while maintaining accuracy, professionalism, and attention to detail in a dynamic legal environment. Comfortable navigating change and ambiguity, with the ability to pivot as priorities evolve.

Key Responsibilities

• Billing and Project Support: Assist with billing and invoicing, including coordination with accounting on client billing and matter-related costs. Provide administrative and project support to attorneys, practice groups, and legal leadership, including assistance with special initiatives and process improvements.
• Client Interaction: Independently manage sensitive client communication, potentially discussing complex concepts and overcoming objections.
• Workflow Management: Initiative to manage complex document workflows efficiently.
• Collaboration: Working closely with attorneys and coordinating with software vendors, acting as a reliable team player.

Education: A paralegal certificate or degree is beneficial; ongoing CLE in trusts & estates is a plus. 

Our Offering:

• A culture grounded in trust, respect, and integrity
• Collaborative environment that supports your drive for excellence
• Robust health insurance and legal benefit plans
• Training & development opportunities
• Paid vacation
• On-site fitness center access
• 401(k) retirement plan with company match

Location: Position will be full-time, in-office . Office location Uptown Park area (near San Felipe Street and Post Oak Blvd., 77056).



 
Reporting: This role reports to the Estate Planning Partner.

Work Authorization/Security Clearance
Candidate must have valid work authorization for the U.S.
A criminal background investigation is conducted on every LegalEASE/The Harbor Law Group employee.

  Physical requirements
All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

AAP/EEO Statement:
The Harbor Lawyers is an equal opportunity employer. The Harbor Lawyers does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, or veteran status, in accordance with applicable federal and Texas law.