Senior Estate Planning & Probate Paralegal — On-Site Impact

SMB Team; Sugar Land (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health stipend $250/month towardHealth

Life insurance

401k with match

Roth IRA

Job summary

SMB Team is seeking a well-experienced Estate Planning and Probate Paralegal to join an in-office team in Sugar Land, Texas. You will support attorneys in delivering exceptional service on estate planning and uncontested probate matters from start to finish.

This hands-on, client-facing role requires 8+ years of estate planning and 8+ years of probate paralegal experience, plus ABA-approved certification or equivalent.

Qualifications

• 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.

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 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

Probate

Paralegal experience

Communication skills

Attention to detail

Tech-savvy

Client communications

Cursive reading

Education

ABA-approved paralegal certificate

Bachelor's degree preferred

Tools

WealthCounsel/LEAP

MS Office

Outlook

Excel

Word

Job description

SMB Team is seeking a well-experienced Estate Planning and Probate Paralegal to join an in-office team in Sugar Land, Texas. You will support attorneys in delivering exceptional service on estate planning and uncontested probate matters from start to finish.

This hands-on, client-facing role requires 8+ years of estate planning and 8+ years of probate paralegal experience, plus ABA-approved certification or equivalent.