Estate Planning Paralegal – Detail-Oriented, Bonus Eligible

Strittmatter Wealth Management Group; Fort Worth (TX); On-site; USD 36,000 - 51,000; Full time

Job summary

Strittmatter Wealth Management Group, LLC seeks an experienced paralegal to support our estate planning practice in Fort Worth, TX. The role involves preparing estate planning documents, managing case files, coordinating client communications, and ensuring smooth planning and execution.

The ideal candidate is organized, proactive, client-service oriented, and comfortable in a fast-paced professional environment. This position offers a competitive hourly rate with performance bonus potential.

Qualifications

• 3+ years of paralegal experience, preferably in estate planning, probate, or elder law.
• Paralegal Certificate or Equivalent Legal Experience Preferred.
• Strong understanding of estate planning terminology and documentation.

Responsibilities

• Draft and prepare estate planning documents, including wills, trusts, powers of attorney, healthcare directives, transfer and funding documents.
• Coordinate estate planning workflows and maintain case management systems.
• Gather and organize client financial and personal information.
• Communicate with clients regarding document collection, signatures, and follow-up items.
• Schedule meetings and coordinate execution/signing appointments.
• Assist with trust funding and asset transfer documentation.
• Maintain accurate and confidential client records.
• Work collaboratively with financial advisors, attorneys, and administrative staff.
• Track deadlines and ensure timely completion of client matters.
• Provide administrative and operational support for the estate planning department.

Skills

Attention to detail

Organizational skills

Written and verbal communication

Project management

Education

Paralegal Certificate or equivalent legal experience

Tools

Microsoft Office

Document management software

CRM systems

Case management systems

Job description

Strittmatter Wealth Management Group, LLC seeks an experienced paralegal to support our estate planning practice in Fort Worth, TX. The role involves preparing estate planning documents, managing case files, coordinating client communications, and ensuring smooth planning and execution.

The ideal candidate is organized, proactive, client-service oriented, and comfortable in a fast-paced professional environment. This position offers a competitive hourly rate with performance bonus potential.