- Drafting and preparing estate planning documents, including wills, trusts, powers of attorney, and advance directives
- Assisting in preparation and filing of probate documents and court filings
- Coordinating signing meetings, notary services, and document execution
- Reviewing and analyzing financial documents, beneficiary designations, and asset information
- Tracking deadlines and managing calendars related to court filings, trust funding, and other case milestones
- Supporting attorneys with research, correspondence, and preparation of IRS and state tax forms related to estates and trusts (e.g., Form 706, Form 709, etc.)
- Keep track of billable times daily and the annual goal is 1500 billable hours for paralegals
- Perform other administrative and legal support tasks as needed
- Minimum 5 years of experience as a paralegal, with at least 3 years in estate planning and/or probate.
- Must have worked at a private law firm
- Associate or bachelor's degree; paralegal certificate from an ABA-approved program preferred
- Proficiency in Microsoft Office (Word, Excel, Outlook), document management systems (iManage a plus), and legal billing software
- Exceptional organizational skills and attention to detail
- Strong written and verbal communication skills
- Ability to manage multiple tasks and deadlines efficiently
- High degree of discretion and confidentiality in handling sensitive client information
- Experience with legal software such as Westlaw, GEMS, or Interactive Legal Suite
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We specialize in delivering tailored legal support services to meet client needs. · ...
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Drafting and preparing estate planning documents · Assisting in preparation and filing of probate documents and court filings · Drafting and preparing estate planning documents, including wills, trusts, powers of attorney, and advance directivesAssisting in preparation and filing ...
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Paralegal - Houston - Collier Legal Search
Description
Established Houston Firm is Seeking an Estate and Probate Paralegal
Duties Include:
Mandatory Requirements – Firm will only consider if you meet ALL the below:
POSITION IS IN OFFICE Monday through Friday – no hybrid (sorry)
If this job does not align with your skills please take a look at our other postings Thank you
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Litigation Paralegal
Only for registered members Houston
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Paralegal
Only for registered members Houston
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Paralegal
Schwartz, Page & Harding, L.L.P.- Houston
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Paralegal
Only for registered members Houston, TX
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Paralegal
Nance & Simpson, L.L.P.- Houston
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Paralegal
Full time Only for registered members Houston
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Paralegal
Only for registered members Houston
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Paralegal
Only for registered members Houston, TX
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Paralegal
Only for registered members Houston, TX
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Paralegal
Only for registered members Houston
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Paralegal
Only for registered members Houston
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Paralegal
Only for registered members Houston, TX
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Paralegal
Only for registered members Houston
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Paralegal
Only for registered members Houston
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Paralegal
Only for registered members Houston
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Paralegal
Only for registered members Houston
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Paralegal
Only for registered members Houston, TX
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Paralegal
Only for registered members Houston, TX
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Paralegal
Only for registered members Houston, TX
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Paralegal
Only for registered members Houston
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Paralegal
Only for registered members Houston, Texas, United States
