Estate and Probate Paralegal - Own Your Caseload

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

Job summary

Carolina Estate Planning is seeking an Estate Administration & Probate Paralegal who thrives on deadline-driven cases. This role focuses on the administration side of our practice—guiding estates through probate, coordinating with the Clerk of Court, financial institutions, and CPAs to ensure filings, inventories, and distributions are accurate and on time.

You will work under attorneys with support from the Legal Production Case Manager, owning a caseload and growing with a fast-growing firm.

Qualifications

• 3–5 years of experience as a paralegal in estate administration and/or probate.
• Hands-on probate filings experience with Clerk of Court.
• Paralegal certificate or degree from an accredited program.
• Working knowledge of North Carolina probate and estate administration law.
• Detail-oriented and organized; timely, accurate filings.
• Clear, compassionate communication with clients.
• Ability to manage multiple matters independently while following attorney direction.
• Experience with estate planning or probate-specific platforms is a plus.

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 and finalize distributions.
• Interview clients and personal representatives to collect facts and information needed to move estates forward.
• Assist clients with completing required forms and explaining next steps.

Skills

Paralegal experience

Probate filings

Attention to detail

Client communication

Multitasking

Legal case management software

Education

Paralegal certificate or degree

Tools

Legal case management software

Job description

Carolina Estate Planning is seeking an Estate Administration & Probate Paralegal who thrives on deadline-driven cases. This role focuses on the administration side of our practice—guiding estates through probate, coordinating with the Clerk of Court, financial institutions, and CPAs to ensure filings, inventories, and distributions are accurate and on time.

You will work under attorneys with support from the Legal Production Case Manager, owning a caseload and growing with a fast-growing firm.