Probate and Estate Planning Paralegal

Palmer Law Group, P.C.; Allen (TX); On-site; USD 39,000 - 48,000; Full time

Benefits offered by this job

Health insurance

PTO

Flexible scheduling

Growth opportunities

HSA/FSA options

Life insurance

Short- and long-term disability

Company parties

Ability to work from home

Job summary

Palmer Law Group, P.C. in Allen, TX is hiring a full-time Probate and Estate Planning Paralegal. You will draft and organize probate documents, handle court filings, hearings, and client scheduling, while maintaining precise digital case files and calendars in Clio and Google Drive.

The role emphasizes compassion, confidentiality, and timely client updates. Ideal candidates have 2+ years in probate/estate planning, knowledge of Texas procedures, strong organizational and communication skills,

Qualifications

• 2+ years paralegal experience in probate and estate planning
• Working knowledge of Texas probate procedures, estate-planning documents, court filings, and deadlines
• Strong organizational and time management abilities for managing multiple priorities
• Attention to detail, proofreading skills, and confidentiality
• Professional communication skills and compassionate mentality
• Strong critical thinking skills

Responsibilities

• Draft, review, and organize probate and estate-planning documentation under attorney supervision
• Manage court filings, hearings, client appointments, and follow-up activities
• Maintain accurate digital case files, Mind Maps, and calendars in Clio and Google Drive
• Provide comprehensive support to clients and deliver timely progress updates
• Coordinate with courts, creditors, beneficiaries, financial institutions and other professionals to keep cases moving

Skills

Paralegal experience

Texas probate knowledge

Organizational skills

Communication skills

Attention to detail

Critical thinking

Education

Associate/Bachelor's degree or paralegal certification

Tools

Clio

Google Workspace

E-filing systems

Job description

Join Palmer Law Group in Allen, TX as a full-time Probate and Estate Planning Paralegal to help make a meaningful difference in people's lives during some of their most important and emotional moments. Your work will help bring clarity and peace of mind to clients.

Pay: $28.00 - $35.00/hour, depending on experience

Benefits and Perks:

• Health, dental, and vision insurance
• PTO
• Flexible scheduling
• Growth opportunities
• HSA/FSA options
• Life insurance
• Short- and long-term disability
• Company parties
• Ability to work from home

If you find fulfillment in helping others and want to advance within your legal career, come join us in this meaningful opportunity.

THE PART YOU'LL PLAY:

Our Probate and Estate Planning Paralegal handles the vital clerical and client communication matters that help ensure we can provide effective legal support. Working under the attorney's supervision, you'll accurately draft, review, and organize probate and estate-planning documentation before the established deadlines. You'll manage court filings, hearings, client appointments, and follow-up activities while maintaining accurate digital case files, Mind Maps, and calendars in Clio and Google Drive.

Throughout each case, you'll provide comprehensive support to client and deliver timely progress updates. The Probate and Estate Planning Paralegal works with courts, creditors, beneficiaries, financial institutions, and other professionals to help keep cases moving and support timely resolution. We need a meticulous, organized, and results-focused person who can guide clients through sensitive legal matters with professionalism and compassion.

What We Need From You:

• 2+ years of paralegal experience in probate and estate planning
• Working knowledge of Texas state probate procedures, estate-planning documents, court filings, and applicable deadlines
• Strong organizational and time management abilities for effectively managing multiple priorities
• Attention to detail, proofreading skills, and a commitment to maintaining accuracy and confidentiality
• Professional communication skills and compassionate mentality
• Strong critical thinking skills

Our ideal Probate and Estate Planning Paralegal has an associate/bachelor's degree, paralegal certification, or equivalent legal work experience. Texas notary certification (or willingness to obtain) would be a plus. Preference will be given to applicants experienced with or knowledgeable about Texas probate, estate-planning, and guardianship matters. Familiarity with Clio, Google Workspace, e-filing systems, and digital case-management tools is also beneficial.

MEET US:

Palmer Law Group has been delivering real results and making a difference for individuals and families throughout Texas since 2006. Our family law and probate firm prioritizes finding amicable, constructive solutions for complex emotional and legal situations. This approach to our cases is reflected in our workplace culture, where results-driven and growth-oriented people work together to achieve the best results we can for clients. We're currently expanding our offices and re-optimizing our processes, making this an excellent opportunity for ambitious people hungry to develop professionally while making a meaningful impact. If you're interested in growing alongside a mission-driven team, consider joining us.

Help us help others.

Must have the ability to pass a background check.