Senior Estate Planning and Probate Paralegal

SMB Team•Sugar Land, TX

5h•Onsite

About The Position

Our client, a boutique law firm specializing 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. This role involves assisting attorneys in providing exceptional service to clients, supporting estate planning and uncontested probate matters from beginning to end. It is a hands-on, client-facing position for a proactive professional who thrives in a supportive, high-performance culture.

Requirements

8+ years of estate planning paralegal experience
8+ years of probate paralegal experience
ABA-approved paralegal certificate or equivalent work experience
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
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

Nice To Haves

Bachelor’s degree preferred

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.