Legal Assistant (Estate Planning)

Job Description

Job Description

Job Summary:

We are seeking an experienced and detail-oriented Legal Assistant to support our estate planning practice. This role works closely with advisors, attorneys, and clients to prepare estate planning documents, manage case files, coordinate client communications, and ensure a smooth planning and execution process.

The ideal candidate is organized, proactive, client-service-oriented, and comfortable working in a fast-paced professional environment.

About Strittmatter

Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers.

Position Details
Location: Fort Worth, TX
Office Hours: Part-time Monday-Friday between 8am to 5pm
Compensation: $26 to $37 per hour plus performance bonus
Dress Code: Business Professional

Job Responsibilities

Draft and prepare estate planning documents, including wills, trusts, powers of attorney, healthcare directives, transfer and funding documents

Coordinate estate planning workflows and maintain case management systems

Gather and organize client financial and personal information

Communicate with clients regarding document collection, signatures, and follow-up items

Schedule meetings and coordinate execution/signing appointments

Assist with trust funding and asset transfer documentation

Maintain accurate and confidential client records

Work collaboratively with financial advisors, attorneys, and administrative staff

Track deadlines and ensure timely completion of client matters

Provide administrative and operational support for the estate planning department

Position Requirements

3+ years of experience as legal assistant or paralegal, preferably in estate planning, probate, or elder law

Paralegal certificate or equivalent legal experience preferred

Strong understanding of estate planning terminology and documentation

Excellent written and verbal communication skills

Strong organizational skills with high attention to detail

Ability to manage multiple projects and deadlines

Proficiency with Microsoft Office and document management software

Experience working in a law firm, financial advisory firm, or wealth management environment preferred

Experience with trust funding and asset titling

Familiarity with CRM and case management systems

Must be willing to work full-time or part-time, as required

Professional and compassionate client communication style

Ability to work independently and as part of a team

Why Strittmatter

• Long term career-focused company with growth opportunities
• Competitive compensation with performance-based bonuses.
• A professional, collaborative, and growth-oriented work environment.