Estate Planning Paralegal
Burnett Specialists Staffing | Recruiting, Houston, TX, United States
Overview
Join a highly respected, long-established Houston law firm supporting sophisticated
estate planning and probate matters for high-net-worth clients . We are seeking an experienced
Estate Planning & Probate Paralegal
to support attorneys with estate planning document preparation, probate filings, and trust/estate administration. This is an excellent opportunity for a detail-driven paralegal who enjoys managing deadlines, working directly with clients, and producing high-quality work in a professional legal environment. This role is fully in-office, Monday through Friday, with occasional overtime (not typical).
Location: Houston, TX | In-Office Monday–Friday
Salary: $80,000 – $95,000 (based on experience)
Schedule: 8:30 AM–5:30 PM or 9:00 AM–6:00 PM
Billable Hours Goal: 1,500 annually
Key Responsibilities
Draft and prepare estate planning documents including wills, trusts, powers of attorney, and advance directives
Assist in preparation and filing of probate documents and court filings
Coordinate signing meetings, notary services, and document execution
Review and analyze financial documents, beneficiary designations, and asset information
Support estate and trust administration including marshaling assets, inventories, and distributions
Communicate with clients, financial institutions, and court personnel professionally and courteously
Maintain and organize physical and digital client files in accordance with firm procedures
Track deadlines and manage calendars for filings, trust funding, and key case milestones
Assist attorneys with research, correspondence, and tax-related estate/trust forms (Form 706, Form 709, etc.)
Track billable time daily (annual goal of 1,500 hours)
Provide general administrative and legal support as needed
Qualifications
Minimum 4 years of paralegal experience (law firm required)
2+ years of estate planning and/or probate experience preferred
Must have prior experience as an Estate Planning Paralegal in a private law firm environment
Associate’s or Bachelor’s degree preferred
Paralegal certificate from an ABA-approved program is a plus
Strong knowledge of estate planning documents, probate process, and trust administration
Familiarity with court filing systems and probate procedures
Proficiency with Microsoft Office (Word, Excel, Outlook) and legal billing software
Experience with iManage or other document management systems is a plus
Exceptional organization, attention to detail, and ability to manage multiple deadlines
High degree of discretion and confidentiality
Note:
This description reflects the ongoing responsibilities and requirements and does not include any extraneous or duplicate copy from the original listing.
#J-18808-Ljbffr
Join a highly respected, long-established Houston law firm supporting sophisticated
estate planning and probate matters for high-net-worth clients . We are seeking an experienced
Estate Planning & Probate Paralegal
to support attorneys with estate planning document preparation, probate filings, and trust/estate administration. This is an excellent opportunity for a detail-driven paralegal who enjoys managing deadlines, working directly with clients, and producing high-quality work in a professional legal environment. This role is fully in-office, Monday through Friday, with occasional overtime (not typical).
Location: Houston, TX | In-Office Monday–Friday
Salary: $80,000 – $95,000 (based on experience)
Schedule: 8:30 AM–5:30 PM or 9:00 AM–6:00 PM
Billable Hours Goal: 1,500 annually
Key Responsibilities
Draft and prepare estate planning documents including wills, trusts, powers of attorney, and advance directives
Assist in preparation and filing of probate documents and court filings
Coordinate signing meetings, notary services, and document execution
Review and analyze financial documents, beneficiary designations, and asset information
Support estate and trust administration including marshaling assets, inventories, and distributions
Communicate with clients, financial institutions, and court personnel professionally and courteously
Maintain and organize physical and digital client files in accordance with firm procedures
Track deadlines and manage calendars for filings, trust funding, and key case milestones
Assist attorneys with research, correspondence, and tax-related estate/trust forms (Form 706, Form 709, etc.)
Track billable time daily (annual goal of 1,500 hours)
Provide general administrative and legal support as needed
Qualifications
Minimum 4 years of paralegal experience (law firm required)
2+ years of estate planning and/or probate experience preferred
Must have prior experience as an Estate Planning Paralegal in a private law firm environment
Associate’s or Bachelor’s degree preferred
Paralegal certificate from an ABA-approved program is a plus
Strong knowledge of estate planning documents, probate process, and trust administration
Familiarity with court filing systems and probate procedures
Proficiency with Microsoft Office (Word, Excel, Outlook) and legal billing software
Experience with iManage or other document management systems is a plus
Exceptional organization, attention to detail, and ability to manage multiple deadlines
High degree of discretion and confidentiality
Note:
This description reflects the ongoing responsibilities and requirements and does not include any extraneous or duplicate copy from the original listing.
#J-18808-Ljbffr