Paralegal | Estate Planning

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

We are seeking an experienced and detail-oriented Paralegal to support our estate planning practice. This role works closely with advisors, attorneys, and clients to prepare estate planning documents, manage case files, coordinate client communications, and ensure a smooth planning and execution process.

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

About Strittmatter

Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers.

Location: Fort Worth, TX

Office Hours: Monday through Thursday 8:00 AM to 5:00 PM, Friday 8:00 AM to 4:00 PM

Compensation: $26 to $37 per hour plus performance bonus

Dress Code: Business Professional

Job 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

Position Requirements

• 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

Why Strittmatter

• Long term career-focused company with growth opportunities
• Competitive compensation with performance-based bonuses.
• A professional, collaborative, and growth-oriented work environment.