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Jackson Walker LLP · 22 hours ago

Trusts & Estates Paralegal

Houston, TX

Full-time

Onsite

Senior Level

5+ years exp

Jackson Walker, the largest law firm in Texas, has an exciting full-time employment opportunity for a Trusts & Estates Paralegal in their Houston office. The role involves preparing legal documents, maintaining client tracking systems, assisting with estate planning, and interacting with courts and government agencies.

ConsultingLegalProfessional Services

Responsibilities

Prepare correspondence, estate planning documents, and corporate/partnership/LLC documents

Maintain tracking system for clients and entities, including saving documents to document management system

Assist with execution of estate planning documents

Prepare initial drafts of various state and federal tax reports and returns, including Texas Franchise Tax No Tax Due Reports, Texas Franchise Tax Public Information Reports, U.S. Gift (and Generation-Skipping Transfer) Tax Returns – Form 709s, U.S. Estate (and Generation-Skipping Transfer) Tax Returns – Form 706s

Draft probate pleadings, prepare materials for and correspondence with clients and witnesses relating to court hearings, and handle most aspects of administration of the estate, including probate tracker for internal use for tracking deadlines on probate matters

Interact with courts and various government agencies to set hearings and obtain information for estate and trust administration matters

Perform legal research tasks using all available resources including libraries and computer research systems

Organize and maintain trust, estate, corporate, partnership and LLC record books, forms, and indices

Assist with review of real estate contracts, title commitments, surveys, closing documents, and other related documents as requested

Travel to private and public buildings to assist attorney in attending to client legal matters

Work occasional overtime to perform the essential duties of the position

Track and record time spent performing all Firm-related tasks

Take initiative in acquiring and managing projects from attorneys

Maintain positive contact with clients

Qualification

Paralegal certificationEstate planning knowledgeLegal research skillsMicrosoft WordMicrosoft ExcelMicrosoft PowerPointInterpersonal skillsOrganizational skillsTime management

Required

Interpersonal skills necessary to communicate and follow instructions effectively from a diverse group of clients, attorneys and staff to provide information with courtesy and tact

Interpersonal skills necessary to communicate in person, by e-mail and telephone to provide information with courtesy and tact

Ability to organize and prioritize numerous tasks and complete them under time constraints

Ability to read and write in order to proof and perform editing (e.g., punctuation, grammar, spelling) of routine law office correspondence and legal case matters

Perform non-complex arithmetic calculations when verifying calculations on forms and documents; maintain records and filing systems at a level normally acquired through completion of a four-year undergraduate degree

Substantive knowledge and proficient use of Microsoft Word, Excel, and PowerPoint

High school diploma or GED required

Paralegal certification required

Minimum of 5 years' relevant experience within a law firm with demonstrated knowledge of complex issues within estate planning practice area