Senior Estate Planning and Probate Paralegal

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

Benefits offered by this job

Health benefits

401k with match

Roth IRA

Job summary

SMB Team is assisting a boutique law firm in Sugar Land, Texas, seeking an experienced Estate Planning and Probate Paralegal to support attorneys in delivering excellent service. The role is hands-on, client-facing, and requires 8+ years in both estate planning and probate paralegal work.

The successful candidate will draft documents, manage client communications, prepare signings, and maintain organized files in a professional, on-site office setting.

Qualifications

• Advanced estate planning paralegal experience.
• Advanced 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.

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.

Skills

Estate planning paralegal

Probate paralegal

Attention to detail

Client communication

Notary (Notary Public)

Education

ABA-approved paralegal certificate

Bachelor's degree preferred

Tools

WealthCounsel/LEAP

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