Demo

Legal Assistant - Probate Paralegal

Get It - Real Estate
Austin, TX Full Time
POSTED ON 2/9/2025
AVAILABLE BEFORE 3/10/2025
Job Title: Probate Paralegal - Legal Assistant

About Our Firm

We are a compassionate and dedicated probate and estate planning law firm, focused on guiding families through the intricacies of legal processes during challenging times. Our commitment is to offer thoughtful support and understanding to those coping with the loss of a loved one, ensuring they feel valued and cared for throughout their journey.

Position Overview

We are seeking a meticulous and organized Probate Paralegal to enhance our team. This role is pivotal in assisting clients with probate and trust administration, emphasizing our core values of empathy and compassion. We welcome candidates who may be new to this area of law, as we offer thorough training to cultivate your confidence and skills as you develop in this position.

Key Responsibilities

  • Schedule and coordinate appointments while preparing initial correspondence packets for potential clients.
  • Assist in the asset transfer process through detailed communication with clients, financial advisors, and relevant institutions.
  • Notarize various estate administration documents for clients as needed.
  • Prepare asset schedules for estate and trust assets, employing Excel and analyzing various financial statements.
  • Aid clients in completing life insurance claims, updating beneficiary designations, and drafting deeds.
  • E-file court documents and liaise with courts, clients, witnesses, and attorneys to facilitate hearings.
  • Track the progress and deadlines associated with each estate.
  • Compile estate administration binders for clients at the conclusion of each case.
  • Scan, organize, and file estate administration documents and correspondence.
  • Provide outstanding customer service by responding to phone calls from prospective and existing clients.
  • Adapt to and utilize new technology, including artificial intelligence tools, as required.
  • Uphold confidentiality and professionalism in all interactions.
  • Participate in firm client and team events to nurture relationships and community engagement.

Work Environment

This role is a full-time, in-office position designed to promote direct engagement with clients and colleagues. We are devoted to fostering a supportive and enjoyable workplace where you can cultivate meaningful relationships. Our firm organizes engaging events, such as festive holiday parties and wine tastings, to strengthen community ties.

Compensation

\(24 - \)27 per hour, commensurate with experience.

Qualifications

  • Proficient in Microsoft Office suite.
  • Some college education is preferred; a high school diploma or equivalent is required.
  • Ability to prioritize tasks effectively and meet strict deadlines in a fast-paced setting.
  • 1-2 years of experience in a law firm as a paralegal or administrative assistant, or a graduate of a certified paralegal program.

Why Join Us?

This position offers the unique opportunity to engage in meaningful work, providing guidance and peace of mind to families during their most challenging times. You will become part of a collaborative team that values commitment and dedication while benefiting from professional networking and growth opportunities. Our firm also provides an array of benefits, including paid time off, a Simple IRA contribution, health insurance, and a health savings account after the eligible period.

If you are passionate about making a difference in the lives of others and are seeking a rewarding career in a nurturing environment, we invite you to apply.

Employment Type: Full-Time

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