LegalEASE, A Legal Access Company · 21 hours ago
Estate Planning Paralegal
Houston, TX
Full-time
Onsite
Senior Level
$80K/yr - $90K/yr
5+ years expLegalEASE, A Legal Access Company, is seeking an experienced Estate Planning Paralegal to join their team at The Harbor Lawyers. The role involves providing strategic legal support in estate planning and managing cases from start to finish, including client consultations and document preparation.
Responsibilities
Assist with billing and invoicing, including coordination with accounting on client billing and matter-related costs
Provide administrative and project support to attorneys, practice groups, and legal leadership, including assistance with special initiatives and process improvements
Independently manage sensitive client communication, potentially discussing complex concepts and overcoming objections
Initiative to manage complex document workflows efficiently
Working closely with attorneys and coordinating with software vendors, acting as a reliable team player
Qualification
Required
Minimum 5 years in estate planning, focusing on drafting wills, trusts, and POAs
Or 10 years paralegal experience, with a minimum of 3 years EP drafting
Expertise in drafting complex estate planning documents, real estate deed transfers, ensuring compliance with state law, and preparing funding instructions
Proficiency with estate planning software (Clio preferred but not required) and general legal tech
Skilled in guiding clients through asset retitling and beneficiary updates
Meticulous in reviewing documents and ensuring accuracy
Excellent verbal and written skills to explain complex matters to clients and coordinate with attorneys
Ability to handle sensitive topics and stressful client situations with compassion
Strong time management, ability to juggle multiple tasks, and maintain order in a fast-paced environment
Proactive, independent, and resourceful in resolving issues
Ability to build rapport, communicate value, and manage client expectations effectively
Demonstrates strong proficiency with law firm technology and ability to quickly learn and adapt to new legal software systems
Ability to adapt to changing priorities and workflows while maintaining accuracy, professionalism, and attention to detail in a dynamic legal environment
Assist with billing and invoicing, including coordination with accounting on client billing and matter-related costs
Independently manage sensitive client communication, potentially discussing complex concepts and overcoming objections
Initiative to manage complex document workflows efficiently
Working closely with attorneys and coordinating with software vendors, acting as a reliable team player
A paralegal certificate or degree is beneficial
Candidate must have valid work authorization for the U.S
Preferred
Ongoing CLE in trusts & estates is a plus
Benefits
401(k)
401(k) matching
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Parental leave
Training & development
Tuition assistance
Vision insurance
Wellness resources
Company
LegalEASE, A Legal Access Company
LegalEASE believes people deserve to have a sense of safety and security, when it comes to being protected in legal matters.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Robert L. Heston, Jr.
President and Chief Executive Officer
Kai Dawes
Senior Vice President Sales, Engagement Firms and Strategic Partnerships
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