The Freelance Firm

Estate Planning and Probate Administration Paralegal

The Freelance Firm

contract

Posted on:

Location Type: Remote

Location: TexasUnited States

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Salary

💰 $30 per hour

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
estate planningdrafting skillswillstrustsreal estate mattersproperty transferclient communicationdocument preparationorganizational skillsdeadline management
Soft Skills
detail-orientedproactiveindependent worksolution-orientedstrong communicationorganizational skillsself-starterclient managementtime managementmulti-tasking