Estate Planning & Probate Paralegal

L.K. Jordan & Associates; Corpus Christi (TX); On-site; USD 55,000 - 60,000; Full time

Benefits offered by this job

401(k) retirement plan

Health insurance

Dental insurance

Vision insurance

Life insurance

AD&D insurance

Disability insurance

FSA

HSA

PTO

Flexible scheduling

Job summary

LK Jordan seeks a detail-oriented Estate Planning & Probate Paralegal for a full-time role in Corpus Christi, TX. The ideal candidate will handle estate planning documents, probate administration, and related court filings, working closely with attorneys to ensure accuracy and compliance.

Required are hands-on experience in estate planning and probate, an associate degree or paralegal certificate, and excellent communication. The role offers comprehensive benefits and a competitive salary.

Qualifications

• Hands-on experience in estate planning and probate administration.
• Experience preparing estate planning and probate-related documents.
• Knowledge of probate procedures, court filings, and estate administration processes.
• Strong organizational skills and ability to manage multiple cases and deadlines.
• Excellent written and verbal communication skills.
• Ability to work independently while supporting attorneys.
• Proficiency with Microsoft Office and Adobe Acrobat.
• Strong client service skills and discretion.

Responsibilities

• Draft, prepare, and review estate planning documents (wills, trusts, powers of attorney, advance directives).
• Prepare probate applications, pleadings, notices, inventories, and accountings.
• Coordinate document execution, filing with courts, and deadlines.
• Assist with probate proceedings, estate administration, and related matters.
• Manage case files, calendars, and confidential information.
• Communicate professionally with clients, executors, and professionals.

Education

Associate degree or Paralegal Certificate

Job description

Position Overview We are seeking an experienced, detail-oriented Estate Planning & Probate Paralegal for a full-time opportunity in Corpus Christi, Texas. The ideal candidate will have substantial hands-on experience in estate planning, probate administration, and related legal proceedings. This position requires a highly organized professional who can independently manage multiple cases, prepare complex legal documents, coordinate with clients and court personnel, and provide comprehensive support to attorneys throughout the legal process. Candidates must possess direct, substantive experience in estate planning and probate. Experience with contested probate matters is highly desirable.

Key Responsibilities

Estate Planning & Legal Document Preparation

• Draft, prepare, and review estate planning documents, including wills, trusts, powers of attorney, advance directives, and related legal instruments.
• Assist with the preparation and organization of comprehensive estate planning packages.
• Gather and organize client information, financial records, asset documentation, and supporting materials.
• Review legal documents for accuracy, completeness, and compliance with applicable requirements.
• Coordinate document execution, notarization, and distribution as needed.

Probate Administration & Court Proceedings

• Assist attorneys with probate proceedings, estate administration, and related legal matters.
• Prepare probate applications, pleadings, notices, inventories, accountings, and other court-required documentation.
• Coordinate the filing of legal documents with appropriate courts.
• Monitor court deadlines, hearings, and procedural requirements.
• Assist with gathering estate assets, identifying beneficiaries, and organizing estate-related records.
• Provide support with contested probate matters and estate-related disputes as needed.

Case Management & Administrative Support

• Manage multiple estate planning and probate matters simultaneously while maintaining accuracy and organization.
• Maintain case files, calendars, deadlines, and legal documentation.
• Monitor case progression and proactively identify upcoming deadlines and required actions.
• Coordinate meetings, hearings, document signings, and other case-related activities.
• Maintain accurate electronic records and confidential client information.
• Provide ongoing administrative and procedural support to attorneys.

Client Communication & Coordination

• Communicate professionally with clients, attorneys, court personnel, and third parties.
• Coordinate with executors, trustees, beneficiaries, financial institutions, and other professionals involved in estate administration.
• Assist clients with documentation requirements and provide updates regarding case progression.
• Handle sensitive legal matters with professionalism, discretion, and compassion.
• Ensure timely communication and follow-through on outstanding matters.

Required Qualifications

• Documented, hands-on experience in estate planning and probate administration.
• Associate degree or Paralegal Certificate.
• Experience preparing estate planning and probate-related legal documents.
• Knowledge of probate procedures, court filings, and estate administration processes.
• Strong organizational skills and the ability to manage multiple cases and competing deadlines.
• Exceptional attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Ability to work independently while effectively supporting attorneys.
• Proficiency with Microsoft Office and Adobe Acrobat.
• Strong client service skills and the ability to handle confidential information with discretion.
• Ability to thrive in a fast-paced, deadline-driven legal environment.

Compensation & Benefits

Annual Salary: $55,000 – $60,000, depending on experience and qualifications.

Benefits include:

• 401(k) retirement plan
• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Accidental Death & Dismemberment (AD&D) insurance
• Disability insurance
• Flexible Spending Account (FSA)
• Health Savings Account (HSA)
• Paid time off (PTO)
• Flexible scheduling options, subject to business needs

Why Consider This Opportunity?

This opportunity is ideal for an experienced paralegal who enjoys managing complex legal matters, supporting attorneys, and helping clients navigate important estate planning and probate processes. The position offers competitive compensation, a comprehensive benefits package, and the opportunity to apply specialized legal expertise in a professional, collaborative environment.

LK Jordan is an equal opportunity employer.