Are you ready to transition from a mid-sized or large law firm to a reputable 18 attorney firm, offering a collaborative environment and a GREAT team to work with? This firm was established in 1997 and has proudly served as counsel for clients ranging from individuals and new entities to Fortune 500 companies. Our client, located in the Memorial area, is seeking an Estate Planning/Probate Legal Assistant.
Position:
Probate/Estate
Planning Legal Assistant Location:
Memorial
| 100% In-Office Pay: up to $95K + generous bonuses Benefits: Medical & Dental Paid
100%, matched 401K, free parking 100%
In-Office
Key Responsibilities
Draft and prepare estate planning documents including wills, trusts, powers of attorney, and advance directives
Assist with the preparation and filing of probate documents and court filings
Maintain frequent communication with clients, financial institutions, and court personnel in a professional and courteous manner
Answer and route phone calls for attorneys
Manage attorney calendars, deadlines, and key milestones related to court filings, trust funding, and estate matters
Coordinate signing meetings, notary services, and document execution
Review and analyze financial documents, beneficiary designations, and asset information
Maintain and organize physical and electronic client files in accordance with firm procedures
Assist attorneys with research, correspondence, and preparation of IRS and state tax forms related to estates and trusts (e.g., Forms 706 and 709)
Provide general administrative and legal support as needed
Qualifications
Minimum 5 years of experience as a legal secretary, with at least 3 years in estate planning strongly preferred
Strong working knowledge of estate planning documents, probate processes, and trust administration
Familiarity with court, state, and county filing systems and probate procedures
Proficiency in Microsoft Office (Word, Excel, Outlook)
Experience with document management systems such as iManage and legal billing software
Exceptional organizational skills and attention to detail
Strong written and verbal communication skills
Ability to manage multiple priorities and deadlines efficiently
High level of discretion and confidentiality when handling sensitive client information
HOUDT42
#ZR
Numbers & Facts
Location
Houston, TX
Skills
Administrative Skillsunmatched
Attorneyunmatched
Calendar Managementunmatched
Communication Skillsunmatched
Detail Orientedunmatched
Document Managementunmatched
Estate Planningunmatched
Financial Analysisunmatched
Fortune 500 Customersunmatched
Fundingunmatched
Legalunmatched
Legal Billing Softwareunmatched
Legal Support Skillsunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Microsoft Outlookunmatched
Microsoft Wordunmatched
Multitaskingunmatched
Organizational Skillsunmatched
Plan Meetingsunmatched
Prepare Correspondenceunmatched
Presentation/Verbal Skillsunmatched
Probateunmatched
State Taxunmatched
Team Playerunmatched
Telephone Skillsunmatched
Time Managementunmatched
Writing Skillsunmatched
iManageunmatched
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