Estate Planning Paralegal

THE COMPANY

Hardie Alcozer is a client-focused law firm based in Austin, Texas, specializing in estate planning, probate, and fiduciary litigation. The firm is dedicated to demystifying legal processes, ensuring clients understand each step, and empowering them to make informed decisions about their futures.

The firm's ethos centers on providing legal services that are approachable, personalized, and transparent, aiming to make clients feel secure and confident in their legal decisions. Hardie Alcozer is committed to serving the Austin community with integrity and warmth.

Clients have praised Hardie Alcozer for their professionalism, approachability, and dedication. One client noted that the firm "breaks all the stereotypes of lawyers not being good and caring people," highlighting their skillful and compassionate approach.

THE JOB

The Estate Planning Paralegal plays a critical role in supporting the firm’s estate planning attorneys by drafting legal documents, coordinating client communications, managing case files, and ensuring that estate planning matters progress smoothly from start to finish. The paralegal will work directly with attorneys and clients to facilitate the estate planning process, ensuring that all documentation is accurate, deadlines are met, and clients feel supported throughout.

This position requires strong organizational skills, attention to detail, and the ability to manage multiple client matters simultaneously. The ideal candidate is proactive, resourceful, and comfortable interacting with clients, often guiding them through document execution and signing procedures.

*This is a HYBRID POSITION in Austin, where the candidate can expect to spend 2-3 days a week in the office and occasionally more as needed for client support.

THE DUTIES & RESPONSIBILITIES

Specific duties of this position include, but are not limited to:

• Drafting estate planning documents, including wills, trusts, powers of attorney, and other related documents, under attorney supervision.
• Preparing and organizing client files, ensuring all documentation is complete and filed properly.
• Managing the estate planning process, tracking deadlines, and ensuring clients move efficiently through each stage.
• Coordinating and scheduling estate planning signings, including preparing documents, facilitating client meetings, and overseeing execution and notarization.
• Communicating professionally with clients, both via email and phone, to gather necessary information, answer general questions, and provide case updates.
• Conducting preliminary review and organization of client-provided financial and asset information.
• Ensuring that executed estate planning documents are properly scanned, filed, and distributed to clients in digital and/or physical form.
• Assisting attorneys in preparing for client meetings, including assembling necessary documentation and summarizing case details.
• Managing and tracking estate planning workflow to keep attorneys and clients informed of case status.
• Assisting with funding trusts, including preparing deeds and beneficiary designation forms.
• Conducting basic research related to estate planning matters as needed.
• Providing occasional support for probate, guardianship, or other transactional matters as workload permits.
• Other administrative and legal support duties as assigned.

YOUR QUALIFICATIONS

• Paralegal certificate or relevant legal experience required; a bachelor’s degree is a plus.
• Strong knowledge of estate planning documents and processes, with the ability to manage multiple cases simultaneously.
• Exceptional organizational and multitasking skills, with strong attention to detail.
• Excellent interpersonal and client service skills, with the ability to communicate effectively with clients, attorneys, and staff.
• Proficiency in Microsoft Outlook, Word, and Excel
• Ability to work independently while collaborating effectively with a team.
• A proactive and problem-solving mindset, with the ability to anticipate needs and manage deadlines efficiently.

PAY

The salary range is $55,000 to $70,000 for full-time, plus benefits, which include:

• Four weeks of paid time off plus holidays
• Four mental health days with reimbursement
• Medical insurance
• 401K matching

APPLICATION SUBMISSION

If you are interested in a phone interview, email Riley Alcozer (riley@hardiealcozer.com) with the following information:

(1) Why you think you’d be a good fit;

(2) Your resume;

(3) Your salary expectations; and

(4) The date you could start.