Estate Planning Paralegal

Sharpe Law Group; Dallas (TX); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Comprehensive benefits package including health, dental and vision insurance

Retirement plan with 5% company match

Paid time off plus federal holidays

Professional development opportunities

Complimentary membership to fitness center

Secure underground parking

Paid time off + federal holidays +Parn

Professional development mentoring

Parking provided

Job summary

A leading law firm in Dallas is seeking a detail-oriented Estate Planning Paralegal to support estate planning attorneys and ensure clients receive exceptional service. Candidates should have a minimum of two years of experience and a paralegal certificate or equivalent. Responsibilities include drafting documents, attending client meetings and client communication. This full-time role offers a competitive salary, comprehensive benefits, and opportunities for professional development.

Qualifications

• Minimum of two years of experience in the legal field preferred.
• Excellent written and verbal communication skills required.
• Ability to prioritize in a fast-paced environment required.
• Business dress daily for client-facing meetings required.

Responsibilities

• Attend client meetings with lead attorney.
• Draft estate planning documents, including Wills and Trusts.
• Prepare client correspondence for attorney review.
• Communicate closely with clients and their advisors.
• Assist with corporate documents and entity formation filings.
• Gather client information for attorneys.
• Maintain professional communication with clients and advisors.
• Assist with annual reporting for entities (PIRs, minutes).
• Conduct legal research as needed.

Skills

Attention to detail

Communication skills

Organizational skills

Proficiency in Microsoft Office

Education

Paralegal certificate or equivalent experience

Tools

Microsoft Office

Job description

Overview

Sharpe Law Group, PLLC is seeking a detail-oriented and highly professional full-time Estate Planning Paralegal to join our team. This individual will provide critical support to our estate planning attorneys while ensuring our clients receive exceptional service at every step. The ideal candidate for Sharpe Law Group is organized, personable, resourceful, and committed to accuracy and confidentiality.

Responsibilities

• Attend client meetings with lead attorney
• Draft estate planning documents, including Wills, Trusts, and Ancillary Documents
• Prepare client correspondence for attorney review
• Review estate planning documents and prepare summaries and recommendations for attorneys
• Prepare corporate documents and assist with entity formation with various government entities
• Assist attorneys in gathering client information
• Communicate closely with clients and their advisors with professionalism and discretion
• Assist clients in corporate annual reporting for entities including Public Information Reports and Annual Meeting Minutes
• Conduct legal research as needed

Qualifications

• Minimum of two years of experience in legal field preferred
• Paralegal certificate or equivalent work experience preferred
• Excellent written and verbal communication skills required
• High attention to detail and strong organizational skills required
• Ability to prioritize in a fast-paced environment required
• Proficiency in Microsoft Office required
• Business dress daily for client-facing meetings required

Core Competencies

• Collaboration – works effectively with attorneys, clients, and team members
• Growth Oriented – embraces learning opportunities and seeks to improve processes
• Genuine, Honest, and Humble – maintains integrity and openness in all interactions
• Engaging Professionalism – represents the firm with polished communication and professional presentation
• “Whatever it Takes” Attitude – demonstrates initiative and resourcefulness to achieve results
• Competitive base salary and bonuses commensurate with experience
• Comprehensive benefits package including health, dental and vision insurance, life insurance policy and disability policy
• Retirement plan with a 5% company match
• Paid time off, in addition to all federal holidays, and paid parental leave
• Professional development including one-on-one mentoring with Board-Ccertified attorneys and paralegals and frequent estate planning and probate community networking opportunities
• Complimentary membership to VIVE Fitness Center at Energy One
• Secure underground parking at Energy Three

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Legal

Industries

• Law Practice and Legal Services