Estate Planning Paralegal — Growth & Performance Bonuses

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

Benefits offered by this job

Performance-based bonuses

Job summary

Strittmatter Wealth Management Group, LLC (SWMG) in downtown Fort Worth, TX is seeking an experienced Paralegal to support our estate planning practice. You will draft documents, manage case files, and coordinate communications with clients and advisors to ensure a smooth planning and execution process.

The ideal candidate is organized, proactive, client-service oriented, and thrives in a fast-paced professional environment.

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
• Excellent written and verbal communication skills
• Strong organizational skills with high attention to detail
• Ability to manage multiple projects and deadlines
• Proficiency with Microsoft Office and document management software
• Experience working in a law firm, financial advisory firm, or wealth management environment preferred
• Experience with trust funding and asset titling
• Familiarity with CRM and case management systems
• Professional and compassionate client communication style

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

Paralegal experience

Microsoft Office

Case management software

Attention to detail

Client communication

Organizational skills

Education

Paralegal certificate

Equivalent legal experience

Tools

Document management software

CRM systems

Microsoft Office

Job description

Strittmatter Wealth Management Group, LLC (SWMG) in downtown Fort Worth, TX is seeking an experienced Paralegal to support our estate planning practice. You will draft documents, manage case files, and coordinate communications with clients and advisors to ensure a smooth planning and execution process.

The ideal candidate is organized, proactive, client-service oriented, and thrives in a fast-paced professional environment.