AMS Staffing Inc. · 3 days ago
Trusts and Estates Paralegal- 3512411
Houston, TX
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $120K/yr
2+ years expAMS Staffing Inc. is seeking a Trusts and Estates Paralegal to provide comprehensive support to attorneys on the Private Wealth Management Team. The role involves assisting with the probate and administration of estates, conducting research, and preparing tax-related documents.
ConsultingHuman ResourcesRecruitingRisk ManagementStaffing AgencyTechnical Support
Hiring Manager
Grant Price
Responsibilities
Assist attorneys in managing Private Wealth Management matters, including estate planning, trust administration, and tax compliance
Prepare and file tax-related documents and forms, including estate probate filings, estate tax returns, and gift tax returns
Manage and update gift tax and probate dockets, including tracking and monitoring filing deadlines
Manage estate work, including drafting and filing probate applications, preparing notices to creditors and beneficiaries, filing inventories, obtaining and tracking waivers, and compiling and filing exhibits
Draft and review legal documents, such as wills, trusts, contracts, agreements, correspondence, and powers of attorney
Prepare and revise stock certificates
Assist in the preparation for probate hearings and trials
Conduct legal research and analysis to ensure compliance with relevant laws and regulations and monitor changes in tax and probate laws, communicating updates to the team
Collaborate and coordinate with clients, attorneys, and external parties to gather necessary information and documentation
Serve as a knowledge resource for group requirements and firm policies and procedures
Support attorneys in developing and implementing tax strategies for clients
Handle multiple projects simultaneously, ensuring deadlines are met and priorities are aligned
Maintain confidentiality and handle sensitive client information with discretion
Communicate with court staff and clients to ensure deadlines are met and documentation completed
Record wills and orders, prepare title transfer documents (such as distribution deeds, mineral deeds and conveyances, assignments, and homestead exemption applications and related property tax documentation), and handle correspondence with operators
Handle hardcopy paper original wills, letters testamentary, deeds and related original documents
Qualification
Required
Bachelor's degree required
Minimum 2-5+ years of experience as a paralegal with a focus on Private Wealth Management
Knowledge of probate courts processes and procedures
Strong attention to detail, problem solving and organizational skills
Knowledge of utilizing legal research tools and databases as well as tax return and valuation software
Exceptional verbal and written communication and interpersonal skills and client interfacing abilities
Ability to work independently and collaboratively within a team in a fast-paced environment
Good teamwork skills within and across practice groups, offices, and the firm to facilitate efficient legal service delivery
Ability to provide quality client service to both internal and external clients in a professional manner
Demonstrate willingness to learn and develop new skills
Adapt to changing assignments and priorities with readiness
Demonstrate initiative in completing routine assignments with minimal supervision
Availability to work overtime when necessary or requested
Advanced knowledge in Microsoft Office Suite and legal research databases (e.g., Westlaw, LexisNexis)
Ability to work in the office to handle original documentation and assist in paper tax filings as applicable
Preferred
Paralegal Certification would be a plus
Bachelor's degree or any combination of training, education and experience that demonstrates the ability to perform the essential duties of the position
Paralegal Certificate from an ABA approved program preferred
Benefits
AWESOME benefits
Company
AMS Staffing Inc.
🤝 History & Mission: Founded in 2002, AMS Staffing is a nationwide staffing agency committed to building lasting relationships and providing tailored talent solutions.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase