Legal Assistant (Estate Planning)
SWMG•Fort Worth, TX
•$26 - $37•Onsite
About The Position
We are seeking an experienced and detail-oriented Paralegal to support our estate planning practice. This role works closely with advisors, attorneys, and clients to prepare estate planning documents, manage case files, coordinate client communications, and ensure a smooth planning and execution process. The ideal candidate is organized, proactive, client-service-oriented, and comfortable working in a fast-paced professional environment.
Requirements
- 3+ years of paralegal experience, preferably in estate planning, probate, or elder law
- Paralegal certificate or equivalent legal experience preferred
- Strong understanding of estate planning terminology and documentation
- Excellent written and verbal communication skills
- Strong organizational skills with high attention to detail
- Ability to manage multiple projects and deadlines
- Proficiency with Microsoft Office and document management software
- Experience working in a law firm, financial advisory firm, or wealth management environment preferred
- Experience with trust funding and asset titling
- Familiarity with CRM and case management systems
- Must be willing to work full-time or part-time, as required
- Professional and compassionate client communication style
- Ability to work independently and as part of a team
Responsibilities
- Draft and prepare estate planning documents, including wills, trusts, powers of attorney, healthcare directives, transfer and funding documents
- Coordinate estate planning workflows and maintain case management systems
- Gather and organize client financial and personal information
- Communicate with clients regarding document collection, signatures, and follow-up items
- Schedule meetings and coordinate execution/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
Benefits
- Performance-based bonuses
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
