Estate Planning Paralegal

LegalEASE; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Vision insurance

Paid time off

Parental leave

Training & development

Tuition assistance

Free food & snacks

Wellness resources

Job summary

The Harbor Lawyers seeks an experienced Estate Planning Paralegal to support wills, trusts, and related documents in a fast-paced Houston practice.

Join a collaborative team and work directly with clients, guiding estate planning matters from start to finish with a focus on accuracy and confidentiality.

Qualifications

• Minimum 5 years in estate planning, drafting wills, trusts, and POAs.
• Or 10 years paralegal experience with at least 3 years EP drafting.
• Expertise in drafting complex estate planning documents and real estate deed transfers.
• Proficiency with estate planning software (Clio preferred) and general legal tech.

Responsibilities

• Billing and project support for attorneys and matters.
• Independent client interaction and handling sensitive communications.
• Manage complex document workflows and collaboration with software vendors.
• Education: paralegal cert/degree; CLE in trusts & estates is a plus.

Skills

Estate planning

Wills & trusts drafting

Client consultations

Document management

Communication

Education

Paralegal certificate or degree

Tools

estate planning software (Clio)

case management

billing systems

Job description

Benefits:

401(k)

401(k) matching

Free food & snacks

Health insurance

Opportunity for advancement

Paid time off

Parental leave

Training & development

Tuition assistance

Vision insurance

Wellness resources

Estate Planning Paralegal The Harbor Lawyers Greater Houston (On-site)

The Harbor Lawyers is a growing firm handling estate planning matters throughout Texas and California. Join a dynamic practice where experienced professionals make a meaningful impact within a supportive, collaborative environment.

The Harbor Lawyers is seeking an experienced Estate Planning Paralegal with at least 5 years of experience in preparation of wills, trusts, and ancillary estate planning documents. The ideal candidate will have a strong background in client consultations, estate planning document preparation, and trust administration. This role offers the opportunity to work directly with clients, providing strategic legal support while managing estate planning cases from start to finish.

Experience & Technical Skills

Experience: Minimum 5 years in estate planning, focusing on drafting wills, trusts, and POAs

Or 10 years paralegal experience, with a minimum of 3 years EP drafting

Document Proficiency: Expertise in drafting complex estate planning documents, real estate deed transfers, ensuring compliance with state law, and preparing funding instructions.

Software: Proficiency with estate planning software (Clio preferred but not required) and general legal tech. Effectively uses case management, document management, billing, and collaboration tools to support attorneys and clients while maintaining strict confidentiality, data security, and compliance with firm policies.

Management of Estate Plan and Trust Funding Administration Process: Skilled in guiding clients through asset retitling and beneficiary updates.

Qualities & Soft Skills

Attention to Detail: Meticulous in reviewing documents and ensuring accuracy.

Communication: Excellent verbal and written skills to explain complex matters to clients and coordinate with attorneys.

Empathy & Patience: Ability to handle sensitive topics and stressful client situations with compassion.

Organization: Strong time management, ability to juggle multiple tasks, and maintain order in a fast-paced environment.

Initiative & Problem-Solving: Proactive, independent, and resourceful in resolving issues.

Client Focus: Ability to build rapport, communicate value, and manage client expectations effectively.

Technology Savvy: Demonstrates strong proficiency with law firm technology and ability to quickly learn and adapt to new legal software systems.

Adaptable: Ability to adapt to changing priorities and workflows while maintaining accuracy, professionalism, and attention to detail in a dynamic legal environment. Comfortable navigating change and ambiguity, with the ability to pivot as priorities evolve.

Key Responsibilities

Billing and Project Support: Assist with billing and invoicing, including coordination with accounting on client billing and matter-related costs. Provide administrative and project support to attorneys, practice groups, and legal leadership, including assistance with special initiatives and process improvements.

Client Interaction: Independently manage sensitive client communication, potentially discussing complex concepts and overcoming objections.

Workflow Management: Initiative to manage complex document workflows efficiently.

Collaboration: Working closely with attorneys and coordinating with software vendors, acting as a reliable team player.

Education: A paralegal certificate or degree is beneficial; ongoing CLE in trusts & estates is a plus.

Our Offering:

A culture grounded in trust, respect, and integrity

Collaborative environment that supports your drive for excellence

Robust health insurance and legal benefit plans

Training & development opportunities

Paid vacation

On-site fitness center access

401(k) retirement plan with company match

Location: Position will be full-time, in-office. Office location Uptown Park area (near San Felipe Street and Post Oak Blvd., 77056).

Reporting: This role reports to the Estate Planning Partner.

Work Authorization/Security Clearance Candidate must have valid work authorization for the U.S. A criminal background investigation is conducted on every LegalEASE/The Harbor Law Group employee.

Physical requirements All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

AAP/EEO Statement: The Harbor Lawyers is an equal opportunity employer. The Harbor Lawyers does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, or veteran status, in accordance with applicable federal and Texas law.