Our client, a boutique law firm 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. Join a team of esteem professionals in a beautiful office setting!
Role Overview:
You will assist attorneys in delivering exceptional service to valued clients, supporting estate planning and uncontested probate matters from start to finish. This is a hands-on, client-facing position for a proactive professional who thrives in a supportive, high-performance culture.
Key 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.
Requirements
• 8+ years of estate planning paralegal experience
• Paralegal certificate or equivalent work experience
• Bachelor’s degree preferred
• Strong English, spelling, grammar, and proofing skills
• Accurate keyboarding (60wpm+)
• 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
What you will bring
• Advanced-level estate planning paralegal experience
• Uncontested 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
Benefits
Information:
• Location: Sugar Land, Texas (On-site, 8am–5pm, M-F)
• Competitive base salary plus Quarterly Discretionary Bonuses
• Benefits: health, life insurance, plus 401k with match and Roth IRA
• Software: WealthCounsel/LEAP – Wealth Docx; MS Office; Outlook, Excel, Word
To Apply:
If you are passionate about estate planning and probate, committed to excellence, and enjoy being part of a collaborative team, we encourage you to apply for this rewarding opportunity.
Skills Required
- 8 or more years of estate planning paralegal experience
- Paralegal certificate or equivalent work experience
- Bachelor's degree
- Strong English, spelling, grammar, and proofreading skills
- Accurate keyboarding at 60 words per minute or faster
- Ability to read cursive writing
- Business professional attire and appearance
- Superior communication skills with domestic and international clients
- Notary Public certification or ability to obtain it
- Advanced-level estate planning paralegal experience
- Uncontested probate paralegal experience
- Strong attention to detail and organizational skills
- Proactive, accountable, solutions-oriented approach
- Empathic communication and active listening skills
- Stable work history and references
- Technology proficiency
- Ability to work on-site in Sugar Land, Texas, Monday through Friday, 8 a.m. to 5 p.m.
What We Do
SMB Team’s mission is to have the biggest positive impact on the legal industry (and eventually other industries) through our one-of-a-kind full-service marketing, review generation software and business management + marketing coaching for attorneys. By staying true to our core values, we strive to become one of the largest contributors to Small and Mid-sized Business (SMB) growth on the planet! SMB Team’s Core Values 1.) Be The Bar 2.) 3-Way Winners 3.) Extreme Ownership 4.) Adversity is an Opportunity 5.) Give More Than You Get 6.) Growth is a Minimum Requirement EMAIL US ► [email protected] CALL US ► (844) 376-2463 VISIT WEBSITE ► www.smbteam.com
