Probate & Estate Planning Paralegal

Job Description

Preparing all routine probate documents, i.e. application to probate will as muniment of title, application to probate will and for issuance of letters testamentary, application to determine heirship, application for administration, proof of death of other facts, order probate will, oath of executor; Preparing and filing routine probate inventories; Preparing drafts of standard incapacity documents: statutory durable power of attorney, medical power of attorney, guardian designation, directive to physicians; Filing all documents with the courts through respective e-filing systems; Setting hearings with the court; Filing hearing confirmation letters; Proofing trusts, wills, and other estate planning documents; Preparing and filing routine guardianship documents, i.e. application for guardianship, answers of ad items, orders, etc.; Drafting engagement letters from forms; Drafting trusts and wills from forms with attorney direction; Drafting estate planning summary letters from forms; Drafting transmittal letters enclosing estate planning and probate documents; File maintenance.

Ideal candidate will be:

3-5 years of experience in Estate Planning and Probate, motivated to work independently, highly organized, learn quickly, have a polished appearance, be able to not only assist supervising attorney with drafting documents, but must also be able to keep work advancing until completion, be comfortable working with high-net-worth individuals, be proficient in WordPerfect, Excel, Word, Practice Master and Tabs. Other software proficiencies are a plus.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Experience :

• Wills, trusts, & estate law: 2 years (Preferred)

Ability to Commute:

• Fort Worth, TX 76102 (Required)

Ability to Relocate:

• Fort Worth, TX 76102: Relocate before starting work (Required)