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Paralegal Estate Planning & Probate
HoustonHybridFull-time
AI Summary
Supports attorneys in estate planning, probate, guardianship, wills, and trust matters by drafting court documents, managing case files, coordinating signing appointments, and communicating with clients and courts.
About this role
The Law Office of Bryan Fagan specializes in family law, estate planning & probate, and criminal defense. We operate 16 locations across Texas—including two offices in Houston (Corporate and The Heights) and individual locations in Abilene, Atascocita, Austin, Dallas, El Paso, Fort Worth, Galveston, Humble, Kingwood, Richmond, Rockwall, San Antonio, The Woodlands, and Victoria—with additional expansion planned!
Are you an experienced Estate Planning & Probate Paralegal looking for a new opportunity in the world of estate planning, probate, guardianship, wills & trust law? The Estate Planning and Probate Paralegal position is the perfect fit if you’re ready to take on a new challenge that comes with industry-leading benefits. This role offers seasoned paralegals a place where you can focus on your passion of supporting attorneys and clients, in a specialized area of law.
The Paralegals at the Law Office of Bryan Fagan are an integral part of the law office team. They assist clients & attorneys throughout the litigation process. They are focused and passionate.
Company Culture:
The Law Office of Bryan Fagan offers an environment where you feel supported and appreciated at every corner. We value our leaders and strive to give you the best work-life balance in a team-based environment. That means you won’t be spending your time generating new leads or searching for a new business but rather focusing on managing your clients’ cases and providing expert strategies. At the Law Office of Bryan Fagan, we recruit the top talent and invest in our people to make this a destination career and provide a workplace you can call home.
Key Responsibilities
Your role in our mission includes the following responsibilities:
- Support attorneys in all phases of estate planning, probate, guardianship, wills, and trust matters.
- Draft, format, and proofread pleadings, motions, orders, and other court documents.
- Prepare and respond to discovery, including organizing, indexing, and summarizing documents.
- File documents with the appropriate courts (e-filing and in-person as needed) and ensure compliance with court rules and deadlines.
- Maintain and update case calendars, including hearings, deadlines, client meetings, and court appearances.
- Prepare trial and hearing binders, exhibits, witness lists, and related materials.
- Communicate with clients, courts, and opposing counsel in a professional and timely manner.
- Organize and maintain electronic and physical case files to ensure accuracy and accessibility.
- Coordinate signing appointments and assist with execution of estate planning documents.
- Perform legal research and factual investigation as needed to support case strategy.
- Collaborate closely with attorneys and other team members to move cases forward efficiently.
- Other duties as assigned to support the estate planning and probate practice.
Skills, Knowledge & Expertise
- Must have a minimum of 2+ years of estate planning/probate, experience in TX, 5+ years are most preferred.
- An Associate’s degree or Certificate in Paralegal Studies or a Bachelor’s degree in a related field.
- Excellent typing skills and computer literacy, including a solid understanding MS Office and or Google Suite applications.
- Proficiency on Clio and TxDoc OR similar software.
- Demonstrate proficiency to focus on details, handle multiple tasks, and remain highly organized.
- Excellent verbal/written communication and interpersonal skills.
- Professional demeanor and positive communicator.
Benefits
PERFECT PERKS for your PASSION:
- Competitive Pay: Pay ranges from $40K-$80K, plus we have an attractive billable hour bonus plan that is paid out every two weeks. Earn up to $35K more annually!
- Comprehensive Benefits: Medical ($600 monthly company contribution,) Dental, Vision, Disability and Voluntary Life Insurance and 401K with 5% match!
- Hybrid work environment: Enjoy 1-2 days remote work option.
- Less stress with a casual work environment.
- We work smart & play hard! We like to have FUN!
Equal Opportunity Statement:
We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.
We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.
Skills
Case ManagementClioDiscoveryDocument DraftingE-filingEstate PlanningGoogle SuiteGuardianshipLegal ResearchMicrosoft OfficeProbateTrial PreparationTxDocTypingWills And Trusts
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