Estate Planning Paralegal

SWMG•Fort Worth, TX

1d•$26 - $37•Onsite

About The Position

Strittmatter Wealth Management Group, LLC is seeking an experienced, detail-oriented paralegal to support its estate planning practice. The role works closely with advisors, attorneys, and clients to prepare estate planning documents, manage case files, coordinate client communications, and support a smooth planning and execution process. The ideal candidate is organized, proactive, client-service-oriented, and comfortable in a fast-paced professional environment. The position is based in Fort Worth, Texas. Office hours are Monday through Thursday, 8:00 AM to 5:00 PM, and Friday, 8:00 AM to 4:00 PM. Compensation is $26 to $37 per hour plus a performance bonus, and the dress code is business professional. Strittmatter Wealth Management Group is a boutique Registered Investment Advisor founded in 2007. It specializes in retirement planning, investment management, and business planning for high-net-worth clients and business owners, and offers investment options including alternative investments, private real estate portfolios, and access to institutional managers. The company describes itself as career-focused, with growth opportunities and a professional, collaborative, growth-oriented work environment.

Requirements

At least 3 years of paralegal experience.
Strong understanding of estate planning terminology and documentation.
Excellent written and verbal communication skills.
Strong organizational skills and high attention to detail.
Ability to manage multiple projects and deadlines.
Proficiency with Microsoft Office and document management software.
Experience with trust funding and asset titling.
Professional and compassionate client communication style.

Nice To Haves

Experience in estate planning, probate, or elder law.
Paralegal certificate or equivalent legal experience.
Experience working in a law firm, financial advisory firm, or wealth management environment.
Familiarity with CRM and case management systems.

Responsibilities

Draft and prepare estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and transfer and funding documents.
Coordinate estate planning workflows and maintain case management systems.
Gather and organize client financial and personal information.
Communicate with clients about document collection, signatures, and follow-up items.
Schedule meetings and coordinate execution and 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.