AMS Staffing Inc.
Trusts and Estates Paralegal- 3512411
AMS Staffing Inc., Houston, Texas, United States, 77246
Job Title
Trusts and Estates Paralegal
Location
Houston TX 77002
Salary
$100K-$120K annually (bonus and benefits)
Work Environment
Hybrid (1 Day WFH after initial 90 day ramp up period)
Education
Bachelor’s degree required (Paralegal Certification preferred)
Referral Fee
AMS will pay $500 for successful referral
Job Description
The Paralegal provides comprehensive support to attorneys on the Private Wealth Management Team, assisting with the probate and administration of estates, conducting research, preparing transfer tax returns, assisting with drafting estate planning and related documents, maintaining probate and gift dockets, and ensuring compliance with relevant laws and regulations. The Paralegal works closely with specific matters, clients, projects, and attorneys, and will leverage subject matter expertise to perform a variety of duties. Annual billing requirement of 1500 hours.
Essential Duties and Responsibilities Assist attorneys in managing Private Wealth Management matters, including estate planning, trust administration, and tax compliance.
Prepare and file tax-related documents and forms, including estate probate filings, estate tax returns, and gift tax returns.
Manage and update gift tax and probate dockets, including tracking and monitoring filing deadlines.
Manage estate work, including drafting and filing probate applications, preparing notices to creditors and beneficiaries, filing inventories, obtaining and tracking waivers, and compiling and filing exhibits.
Draft and review legal documents, such as wills, trusts, contracts, agreements, correspondence, and powers of attorney.
Prepare and revise stock certificates.
Assist in preparation for probate hearings and trials.
Conduct legal research and analysis to ensure compliance with relevant laws and regulations and monitor changes in tax and probate laws, communicating updates to the team.
Collaborate and coordinate with clients, attorneys, and external parties to gather necessary information and documentation.
Serve as a knowledge resource for group requirements and firm policies and procedures.
Support attorneys in developing and implementing tax strategies for clients.
Handle multiple projects simultaneously, ensuring deadlines are met and priorities are aligned.
Maintain confidentiality and handle sensitive client information with discretion.
Communicate with court staff and clients to ensure deadlines are met and documentation completed.
Record wills and orders, prepare title transfer documents, and handle correspondence with operators.
Handle hardcopy original wills, deeds and related documents.
Knowledge, Skills, and Abilities Knowledge of probate court processes and procedures.
Strong attention to detail, problem-solving and organizational skills.
Knowledge of legal research tools, tax return and valuation software.
Exceptional verbal and written communication and interpersonal skills.
Ability to work independently and collaboratively in a fast‑paced environment.
Teamwork skills across practice groups.
Provide quality client service to internal and external clients.
Willingness to learn and develop new skills.
Adapt to changing assignments and priorities.
Initiative in completing routine assignments with minimal supervision.
Availability to work overtime when necessary.
Advanced knowledge in Microsoft Office and legal research databases.
Work in the office to handle original documentation and paper tax filings.
Education and Experience Bachelor’s degree or equivalent combination of training, education and experience.
Minimum 2–5+ years as a paralegal with focus on Private Wealth Management.
Paralegal Certificate from ABA‑approved program preferred.
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Legal
Industries
Law Practice
Benefits Medical insurance
Vision insurance
401(k)
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Trusts and Estates Paralegal
Location
Houston TX 77002
Salary
$100K-$120K annually (bonus and benefits)
Work Environment
Hybrid (1 Day WFH after initial 90 day ramp up period)
Education
Bachelor’s degree required (Paralegal Certification preferred)
Referral Fee
AMS will pay $500 for successful referral
Job Description
The Paralegal provides comprehensive support to attorneys on the Private Wealth Management Team, assisting with the probate and administration of estates, conducting research, preparing transfer tax returns, assisting with drafting estate planning and related documents, maintaining probate and gift dockets, and ensuring compliance with relevant laws and regulations. The Paralegal works closely with specific matters, clients, projects, and attorneys, and will leverage subject matter expertise to perform a variety of duties. Annual billing requirement of 1500 hours.
Essential Duties and Responsibilities Assist attorneys in managing Private Wealth Management matters, including estate planning, trust administration, and tax compliance.
Prepare and file tax-related documents and forms, including estate probate filings, estate tax returns, and gift tax returns.
Manage and update gift tax and probate dockets, including tracking and monitoring filing deadlines.
Manage estate work, including drafting and filing probate applications, preparing notices to creditors and beneficiaries, filing inventories, obtaining and tracking waivers, and compiling and filing exhibits.
Draft and review legal documents, such as wills, trusts, contracts, agreements, correspondence, and powers of attorney.
Prepare and revise stock certificates.
Assist in preparation for probate hearings and trials.
Conduct legal research and analysis to ensure compliance with relevant laws and regulations and monitor changes in tax and probate laws, communicating updates to the team.
Collaborate and coordinate with clients, attorneys, and external parties to gather necessary information and documentation.
Serve as a knowledge resource for group requirements and firm policies and procedures.
Support attorneys in developing and implementing tax strategies for clients.
Handle multiple projects simultaneously, ensuring deadlines are met and priorities are aligned.
Maintain confidentiality and handle sensitive client information with discretion.
Communicate with court staff and clients to ensure deadlines are met and documentation completed.
Record wills and orders, prepare title transfer documents, and handle correspondence with operators.
Handle hardcopy original wills, deeds and related documents.
Knowledge, Skills, and Abilities Knowledge of probate court processes and procedures.
Strong attention to detail, problem-solving and organizational skills.
Knowledge of legal research tools, tax return and valuation software.
Exceptional verbal and written communication and interpersonal skills.
Ability to work independently and collaboratively in a fast‑paced environment.
Teamwork skills across practice groups.
Provide quality client service to internal and external clients.
Willingness to learn and develop new skills.
Adapt to changing assignments and priorities.
Initiative in completing routine assignments with minimal supervision.
Availability to work overtime when necessary.
Advanced knowledge in Microsoft Office and legal research databases.
Work in the office to handle original documentation and paper tax filings.
Education and Experience Bachelor’s degree or equivalent combination of training, education and experience.
Minimum 2–5+ years as a paralegal with focus on Private Wealth Management.
Paralegal Certificate from ABA‑approved program preferred.
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Legal
Industries
Law Practice
Benefits Medical insurance
Vision insurance
401(k)
#J-18808-Ljbffr