Estate Administration & Probate Paralegal: Growth Path

Carolina Estate Planning; Houston (TX); On-site; USD 65,000 - 70,000; Full time

Job summary

Carolina Estate Planning in Houston, TX seeks an Estate Administration & Probate Paralegal to drive orderly, deadline-driven probate matters under attorney supervision, coordinating with the Clerk of Court, financial institutions, and CPAs. This role emphasizes administration, estates through probate, and accurate filings.

You will own a caseload, collaborate with our Legal Production Case Manager across Estate Planning, Probate, and Fiduciary Litigation, and have hands-on probate experience

Qualifications

• 3–5 years of experience as a paralegal in estate administration and/or probate.

Responsibilities

• Prepare and file core probate documents, including Notices to Creditors, inventories, accountings, and proposed distributions.
• Submit and track court filings and deadlines with the Clerk of Court.
• Coordinate with financial institutions, title companies, and CPAs to gather assets, resolve creditor claims, and finalize distributions.
• Interview clients and personal representatives to gather facts, documents, and information needed to move estates forward.
• Assist clients with completing required forms and understanding next steps in the process.
• Communicate with clients, personal representatives, and beneficiaries professionally and compassionately throughout the administration process.
• Monitor case deadlines, court dates, and milestones to keep every matter on track.
• Maintain accurate, up-to-date client files and records in the firm's case management system.
• Provide clients with regular, clear updates on case status.
• Enter billable and non-billable time accurately and promptly.
• Conduct legal research on North Carolina probate and estate administration law, including new or novel issues as they arise.
• Prepare documents and memos for attorney review.
• Collaborate with attorneys, the Legal Production Case Manager, and fellow paralegals to keep casework moving efficiently.
• Participate in weekly case status meetings.
• Triage and prioritize emails, tasks, and calendar items daily.

Skills

Estate administration

Probate filings

Client communication

Attention to detail

Multitasking

Education

Paralegal certificate

Tools

Case management software

Estate planning software

Job description

Carolina Estate Planning in Houston, TX seeks an Estate Administration & Probate Paralegal to drive orderly, deadline-driven probate matters under attorney supervision, coordinating with the Clerk of Court, financial institutions, and CPAs. This role emphasizes administration, estates through probate, and accurate filings.

You will own a caseload, collaborate with our Legal Production Case Manager across Estate Planning, Probate, and Fiduciary Litigation, and have hands-on probate experience