Senior Estate Planning and Probate Paralegal

SMB Team; Sugar Land (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401k with matching

Roth IRA

Job summary

SMB Team in Sugar Land, TX seeks an experienced Estate Planning and Probate Paralegal for an in-office role supporting attorneys handling estate planning and probate matters for high-net-worth clients and small business owners.

You will draft documents, assemble packages, manage client communications, coordinate signings, review documents for errors, and maintain organized electronic files. Must have 8+ years in estate planning and probate, ABA-approved certificate, and read cursive.

Qualifications

• 8+ years of estate planning paralegal experience.
• 8+ years of probate paralegal experience.
• ABA-approved paralegal certificate or equivalent work experience.
• Bachelor's degree preferred.

Responsibilities

• Assist attorneys with estate planning and uncontested probate matters from start to finish.
• Draft estate planning and probate documents and packages.
• Gather missing information from clients and prepare signings (Notary Public required or ability to obtain).
• Review documents for inconsistencies and maintain organized electronic files.
• Draft professional client communications and respond to inquiries promptly.

Skills

Estate planning paralegal experience

Probate paralegal experience

Excellent communication

Attention to detail

Education

ABA-approved paralegal certificate

Bachelor's degree preferred

Tools

WealthCounsel/LEAP - Wealth Docx

MS Office

Outlook

Excel

Word

Job 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.
• 8+ years of estate planning paralegal experience
• 8+ years of probate paralegal experience
• ABA-approved paralegal certificate or equivalent work experience
• Bachelor's degree preferred
• Strong English, spelling, grammar, and proofing skills
• Accurate keyboarding (80wpm+)
• 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

Must have

• Advanced-level estate planning paralegal experience
• Advanced-level 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

Information

• Location: Sugar Land, Texas (On-site, 8am-5pm, M-F)
• Competitive base salary plus Quarterly Discretionary Bonuses
• Benefits: $250/month towards health, life insurance, plus 401k with match and Roth IRA
• Software: WealthCounsel/LEAP - Wealth Docx; MS Office; Outlook, Excel, Word