Estate Planning Paralegal (Dallas)

Job ID#: 41147

Estate Planning Paralegal

Location: Dallas, TX
Schedule: In-Office
Experience: 5+ Years Preferred

Our client, a well-established Dallas law firm, is seeking an experienced Estate Planning Paralegal to join its team. This is an opportunity for a seasoned paralegal with a strong background in estate planning, trusts, and probate administration to work alongside experienced attorneys handling sophisticated estate planning matters.

The ideal candidate is detail-oriented, proactive, and comfortable taking ownership of their work while providing a high level of service to attorneys and clients. Current Texas Notary Public commission is preferred.

What We’re Looking For

• 5+ years of experience in Estate Planning, Trusts & Estates, and/or Probate Administration

• Strong knowledge of estate planning documents, trust administration, and probate procedures

• Experience drafting and preparing wills, trusts, powers of attorney, directives, and other ancillary estate planning documents

• Experience assisting with probate and estate administration

• Texas Notary Public commission preferred

• Ability to assist with and coordinate estate planning document execution and notarization

• Ability to manage multiple matters, competing priorities, and important deadlines

• Strong written and verbal communication skills

• Comfortable communicating directly with clients, beneficiaries, financial institutions, and other professionals

• Strong Microsoft Office skills, including Word, Excel, and PowerPoint

• High level of discretion when handling confidential financial and family information

• Excellent attention to detail and organizational skills

What You’ll Be Doing

• Draft and prepare wills, trusts, powers of attorney, directives, and other estate planning documents

• Assist attorneys throughout the estate planning process, from initial client intake through document execution

• Coordinate and assist with will and estate planning document signings, witness requirements, and notarization

• Support probate, estate, and trust administration from initiation through final distribution

• Prepare asset inventories, accountings, beneficiary information, and related documentation

• Assist with the collection and organization of financial and asset information

• Coordinate document execution and client meetings

• Organize and maintain client records, digital files, and estate planning documentation

• Track important estate planning and administration deadlines

• Communicate regularly with clients, beneficiaries, financial institutions, accountants, and other professionals

• Work collaboratively with attorneys, paralegals, legal assistants, and firm leadership

What Makes Someone Successful in This Role

We’re looking for someone who combines strong Estate Planning knowledge with excellent client service. You should be comfortable working independently, anticipating attorney and client needs, and seeing projects through from beginning to end.

The right person will be organized, dependable, adaptable, and proactive, with the judgment and professionalism necessary to work with sensitive estate, financial, and family matters.

Education

• High School Diploma or equivalent required

• Bachelor’s Degree and/or Paralegal Certificate from an ABA-approved program preferred

• Current Texas Notary Public commission preferred

Compensation & Benefits

• Competitive compensation based on experience

• Annual performance-based bonus potential

• Overtime eligibility as applicable under firm policy

• Health, dental, and vision insurance

• 401(k)

• Paid time off

• Short-term and long-term disability

• Life insurance

• Critical illness and accident insurance

• Identity protection services

• Employer HSA contribution

If you have a strong Estate Planning and Trusts & Estates background and are looking to join an established Dallas firm where you can take ownership of sophisticated matters and work closely with experienced attorneys, we’d love to hear from you.

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