About The Position

We are a national network of experienced, high-level, freelance attorneys and paralegals who provide remote, on-demand support for both short-term and long-term legal projects for our client law firms. Due to increased demand, we are now interviewing for a qualified, experienced, and dedicated Texas Estate Planning Paralegal. Remote work hours will vary, but are expected to be approximately 10–20+ hours per week.

Requirements

  • Minimum 5 years of experience as an Estate Planning Paralegal with direct experience in Texas estate planning matters
  • Strong drafting skills, particularly with estate planning documents (wills, trusts, and related documents)
  • Experience working with high-net-worth estate planning matters strongly preferred
  • Ability to prepare and organize finalized estate plans for client signings
  • Experience communicating with clients and gathering necessary information and documentation
  • Ability to manage client inquiries and draft communications for attorney review
  • Familiarity with real estate matters, including transferring property into trusts (e.g., homestead-related filings)
  • Highly detail-oriented with strong organizational skills
  • Ability to work proactively and provide solutions with minimal supervision
  • Proficiency with Clio and experience with Westlaw Form Builder (preferred)
  • Ability to manage multiple matters and meet deadlines efficiently
  • Self-starter and able to work independently

Nice To Haves

  • Experience working with high-net-worth estate planning matters strongly preferred
  • Proficiency with Clio and experience with Westlaw Form Builder (preferred)
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