Estate Planning and Probate Administration Paralegal

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🕒 April 3

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Logo of The Freelance Firm

The Freelance Firm

1 - 10 employees

Founded 2018

🤝 B2B

⚖️ Legal

🏪 Marketplace

B2B • Legal • Marketplace

The Freelance Firm is a service provider that connects law firms with freelance attorneys and paralegals, offering tailored support solutions to enhance legal practices. By providing access to a network of specialized freelance legal professionals, The Freelance Firm helps law firms manage their workload efficiently, allowing them to focus on revenue-generating activities while reducing overhead costs. Their offerings include legal drafting, research support, and administrative assistance, all designed to improve the productivity and effectiveness of legal practices.

📋 Description

• Provide remote, on-demand support for both short-term and long-term legal projects for client law firms • Interview for a qualified, experienced, and dedicated Texas Estate Planning Paralegal • Work approximately 10–20+ hours per week • Prepare and organize finalized estate plans for client signings • Communicate with clients and gather necessary information and documentation • Manage client inquiries and draft communications for attorney review • Familiarity with real estate matters, including transferring property into trusts

🎯 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

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