Paralegal

1st Estate Planning•McKinney, TX

7d•Onsite

About The Position

We are seeking a highly organized, detail-oriented Paralegal who enjoys creating order, improving processes, and providing exceptional client service. This is a full-time, in-office position in McKinney, Texas. If you thrive on organization, enjoy helping people, and take pride in making systems run smoothly, we would love to meet you. Who Will Succeed in This Role The ideal candidate loves organization, enjoys creating efficient systems, and takes ownership of their work. You do not need prior estate planning experience. We are willing to train the right person who demonstrates strong administrative abilities, professionalism, and a commitment to excellence. This is an excellent opportunity for someone who wants to build a long-term career in the legal field while making a meaningful difference in clients' lives. Compensation- Compensation begins at $45,000 per year and is designed to grow as you develop expertise and take on greater responsibilities. Complex estate planning is a specialized area of law that requires significant training and attention to detail. During your first year, you will receive hands-on training and mentorship while learning our advanced estate planning strategies and systems. We view this as an investment in your professional development and offer compensation growth that reflects increasing knowledge, productivity, and value to the firm.

Requirements

Strong organizational and administrative skills
Excellent written and verbal communication skills
Exceptional attention to detail
Ability to manage multiple projects and priorities simultaneously
Professional demeanor and strong customer service skills
Proficiency with Microsoft Office and general office technology
Ability to learn new software and processes quickly
Self-starter who takes initiative and follows through on tasks
Reliable, dependable, and team-oriented

Nice To Haves

Previous experience in a law firm, professional office, financial services, real estate, banking, or similar environment
Experience working with client files, documentation, or process-driven workflows
Associate's or Bachelor's degree
A paralegal certificate is a plus, but not required

Responsibilities

Serve as the primary point of contact for clients throughout the estate planning process
Conduct client intake and gather information needed for estate planning documents
Prepare and organize client files
Draft estate planning documents using firm templates and software, including both foundational and advanced planning structures as directed by the attorney
Schedule consultations, signing appointments, and follow-up meetings
Maintain accurate records within the firm's case management system
Assist with document execution and signing ceremonies
Track deadlines and ensure matters move efficiently through the workflow
Manage incoming calls, emails, and client communications
Identify opportunities to improve office systems, workflows, and procedures
Maintain a high level of accuracy and attention to detail in all work
Support the attorney with administrative and operational tasks as needed