Paralegal

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

Description

Our client, a boutique law firm in estate planning and probate for high-net-worth individuals and small business owners, is seeking a well-experienced Estate Planning and Probate Paralegal to join their in-office team in Sugar Land, Texas. Join a team of esteem professionals in a beautiful office setting!

Role Overview

You will assist attorneys in delivering exceptional service to valued clients, supporting estate planning and uncontested probate matters from start to finish. This is a hands-on, client-facing position for a proactive professional who thrives in a supportive, high-performance culture.

Key Responsibilities

• Draft estate planning and probate documents and packages.
• Compile, draft, and assemble estate planning packages based on skill, attorney notes and client questionnaires.
• Gather any missing information from clients.
• Prepare, organize, and participate in signings (Notary Public required, or ability to obtain).
• Review legal documents for logical inconsistencies and errors.
• Provide organizational support to attorneys, keeping track of client matters and court dockets.
• Draft professional client communications via email. Respond promptly to client inquiries. Keep clients informed about status, as needed.
• Maintain organized electronic files.

Requirements

• 8+ years of estate planning paralegal experience
• Paralegal certificate or equivalent work experience
• Bachelor’s degree preferred
• Strong English, spelling, grammar, and proofing skills
• Accurate keyboarding (60wpm+)
• Ability to read cursive writing
• Business professional attire and appearance
• Superior communication skills with domestic and international clients
• Proactive, accountable, and detail-oriented
• Team player who thrives in a culture of support and shared success
• Empathic communicator and active listening skills

What you will bring

• Advanced-level estate planning paralegal experience
• Uncontested probate paralegal experience
• Integrity and professional conduct
• In-office, on-site work environment
• High attention to detail
• Proactive, solutions-oriented mindset
• Stable work history and references
• Tech-savvy

Benefits

Information

• Location: Sugar Land, Texas (On-site, 8am–5pm, M-F)
• Competitive base salary plus Quarterly Discretionary Bonuses
• Benefits: health, life insurance, plus 401k with match and Roth IRA
• Software: WealthCounsel/LEAP – Wealth Docx; MS Office; Outlook, Excel, Word