Estate Planning Paralegal

Job Description

Job Description

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.  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.

Schedule & Work Environment

• 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

$60,000 - $70,000 yearly

Job duties will include:

• Create initial drafts of wills, trusts, powers of attorney, and related documents using firm software

• Maintain and organize client files using Clio

• Coordinate document signings and track deadlines

• Print and prepare documents for signing, and process signed documents to create final packages

• Postage and handling for correspondence and packages related to estate planning, tax returns, and as requested

• 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

• External filing/monitoring for recording deeds, pleadings, and Texas Secretary of State filings

• Assisting with probate or trust administration matters

• 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

We are a small, family-owned estate planning and probate firm in Austin, Texas. We provide high-quality legal services in a warm and approachable way.