Paralegal

SMB TeamSugar Land, TX

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Benefits

Health Insurance

Life Insurance

Paid Vacation

Job Description

Our client, a boutique law firm in estate planning and probate for high-net-worth individuals and small business owners, is seeking a well-experienced Estate Planning and Probate Paralegal to join their in-office team in Sugar Land, Texas. Join a team of esteem professionals in a beautiful office setting!

Role Overview:

You will assist attorneys in delivering exceptional service to valued clients, supporting estate planning and uncontested probate matters from start to finish. This is a hands-on, client-facing position for a proactive professional who thrives in a supportive, high-performance culture.

Key Responsibilities:

• Draft estate planning and probate documents and packages.

• Compile, draft, and assemble estate planning packages based on skill, attorney notes and client questionnaires.

• Gather any missing information from clients.

• Prepare, organize, and participate in signings (Notary Public required, or ability to obtain).

• Review legal documents for logical inconsistencies and errors.

• Provide organizational support to attorneys, keeping track of client matters and court dockets.

• Draft professional client communications via email. Respond promptly to client inquiries. Keep clients informed about status, as needed.

• Maintain organized electronic files.

Requirements

• 8+ years of estate planning paralegal experience

• Paralegal certificate or equivalent work experience

• Bachelor’s degree preferred

• Strong English, spelling, grammar, and proofing skills

• Accurate keyboarding (60wpm+)

• Ability to read cursive writing

• Business professional attire and appearance

• Superior communication skills with domestic and international clients

• Proactive, accountable, and detail-oriented

• Team player who thrives in a culture of support and shared success

• Empathic communicator and active listening skills

What you will bring

• Advanced-level estate planning paralegal experience

• Uncontested probate paralegal experience

• Integrity and professional conduct

• In-office, on-site work environment

• High attention to detail

• Proactive, solutions-oriented mindset

• Stable work history and references

• Tech-savvy

Benefits

Information:

• Location: Sugar Land, Texas (On-site, 8am–5pm, M-F)

• Competitive base salary plus Quarterly Discretionary Bonuses

• Benefits: health, life insurance, plus 401k with match and Roth IRA

• Software: WealthCounsel/LEAP – Wealth Docx; MS Office; Outlook, Excel, Word

To Apply:

If you are passionate about estate planning and probate, committed to excellence, and enjoy being part of a collaborative team, we encourage you to apply for this rewarding opportunity.

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FAQs About Paralegal Jobs at SMB Team

What is the work location for this position at SMB Team?

This job at SMB Team is located in Sugar Land, TX, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at SMB Team?

Employer has not shared pay details for this role.

What employment applies to this position at SMB Team?

SMB Team lists this role as a Full-time position.

What experience level is required for this role at SMB Team?

SMB Team is looking for a candidate with "Senior-level" experience level.

What benefits are offered by SMB Team for this role?

SMB Team offers following benefits: Health Insurance, Life Insurance, Paid Vacation, and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at SMB Team?

You can apply for this role at SMB Team either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.