Estate Planning Paralegal - On-Site, Bonuses & 401(k)

SMB Team; Sugar Land (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Life insurance

401k with match

Roth IRA

Quarterly bonuses

Job summary

SMB Team in Sugar Land, TX seeks an experienced Estate Planning and Probate Paralegal to join its in-office team. You will support attorneys on estate planning and uncontested probate matters, delivering high-quality service to clients in a proactive, collaborative culture.

The role requires 8+ years of estate planning paralegal experience, a paralegal certificate or equivalent, strong English skills, and meticulous attention to detail. This is an on-site position.

Qualifications

• 8+ years of estate planning paralegal experience
• Paralegal certificate or equivalent work experience
• Bachelor’s degree preferred
• Superior communication and proofreading skills

Responsibilities

• Draft estate planning and probate documents and packages.
• Coordinate and assemble estate planning packages based on attorney notes and client questionnaires.
• Gather missing information from clients and prepare signings (Notary required or able to obtain).
• Review documents for inconsistencies and errors; maintain organized electronic files.

Skills

Advanced-level estate planning paraleg

Uncontested probate paralegal

Strong English skills

Empathic communication

Active listening

Education

Paralegal certificate or equivalent work experience

Bachelor’s degree preferred

Tools

WealthCounsel/LEAP

MS Office

Outlook

Excel

Word

Job description

SMB Team in Sugar Land, TX seeks an experienced Estate Planning and Probate Paralegal to join its in-office team. You will support attorneys on estate planning and uncontested probate matters, delivering high-quality service to clients in a proactive, collaborative culture.

The role requires 8+ years of estate planning paralegal experience, a paralegal certificate or equivalent, strong English skills, and meticulous attention to detail. This is an on-site position.