Frontline Source Group
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Probate & Estate Planning Paralegal
Posted: 03/29/2024
2024-03-29
2024-05-15
Employment Type:
Direct Hire
Job Number: 18799
Job Description
Probate & Estate Planning Paralegal
Our Texas based law firm in Dallas, Texas is seeking a dynamic Probate & Estate Planning Paralegal to join their team.
Law Firm Profile
Texas based multi-practice law firm
Recognized as one of the best places to work consecutively for two years
Several attorneys recognized in Best Lawyers and Texas Rising Stars
Probate & Estate Planning Paralegal Role
The Probate & Estate Planning Paralegal will be instrumental in ensuring the smooth administration of estates and probate matters, while adhering to legal procedures and regulations.
Prepare and file probate applications.
Communicate efficiently with clients to gather necessary information.
Coordinate the execution of prove-up documents.
Schedule and manage hearings with the court and clients.
Draft various legal documents, such as Waiver of De Novo and Notice of Hearing.
Ensure accurate execution and electronic filing of final documents post-hearing.
Obtain Letters and relay post-hearing details to clients.
Oversee the Notice to Creditors process.
Draft and handle communications regarding Inventory/Affidavit in Lieu.
Draft and file applications pertinent to heirship proceedings.
Gather essential details from clients through effective communication.
Prepare legal documents, including Motion to Appoint Attorney Ad Litem.
Coordinate witness information and ensure compliance with service/publication requirements.
Communicate hearing details to clients and witnesses through drafting Notice of Hearing.
Ensure accurate execution and electronic filing of final documents post-hearing.
Obtain Letters and communicate post-hearing details to clients.
Manage the Notice to Creditors process and handle communications regarding Inventory/Affidavit in Lieu.
Coordinate the acquisition of Bonds when necessary, including signing and delivery.
Prepare Executor Deeds and manage electronic recording processes.
Draft Affidavits of Heirship and oversee electronic recording.
Conduct regular Estate Administration update meetings with attorneys.
Maintain an Estate Administration due date/activity chart, regularly reviewing it with attorneys.
Stay informed about county-specific e-filing requirements.
Update and revise Estate Administration forms as required.
Close Estate Administration files and issue closing letters to clients.
Provide backup support for Estate Planning when necessary, including drafting and signings.
Probate & Estate Planning Paralegal Background Profile
Prior experience as an Estate and Probate Administration Paralegal (ideally 4+ years).
Thorough understanding of Estate and Probate legal procedures and requirements in Texas.
Strong organizational and communication skills.
Proficiency in legal software and tools.
Excellent verbal and written communication skills.
Excellent organizational skills and attention to detail.
Excellent time management skills with the ability to meet deadlines.
Proficiency with Microsoft Office Suite or related software.
Law Firm Features and Benefits
Excellent work environment with social events
Health, Dental, Vision
HSA
Life insurance
PTO (Accrual beginning after 90 days)
Tuition reimbursement
Paid parking
Frontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.
Disclaimer: Sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.
Our Texas based law firm in Dallas, Texas is seeking a dynamic Probate & Estate Planning Paralegal to join their team.
Law Firm Profile
Texas based multi-practice law firm
Recognized as one of the best places to work consecutively for two years
Several attorneys recognized in Best Lawyers and Texas Rising Stars
Probate & Estate Planning Paralegal Role
The Probate & Estate Planning Paralegal will be instrumental in ensuring the smooth administration of estates and probate matters, while adhering to legal procedures and regulations.
Prepare and file probate applications.
Communicate efficiently with clients to gather necessary information.
Coordinate the execution of prove-up documents.
Schedule and manage hearings with the court and clients.
Draft various legal documents, such as Waiver of De Novo and Notice of Hearing.
Ensure accurate execution and electronic filing of final documents post-hearing.
Obtain Letters and relay post-hearing details to clients.
Oversee the Notice to Creditors process.
Draft and handle communications regarding Inventory/Affidavit in Lieu.
Draft and file applications pertinent to heirship proceedings.
Gather essential details from clients through effective communication.
Prepare legal documents, including Motion to Appoint Attorney Ad Litem.
Coordinate witness information and ensure compliance with service/publication requirements.
Communicate hearing details to clients and witnesses through drafting Notice of Hearing.
Ensure accurate execution and electronic filing of final documents post-hearing.
Obtain Letters and communicate post-hearing details to clients.
Manage the Notice to Creditors process and handle communications regarding Inventory/Affidavit in Lieu.
Coordinate the acquisition of Bonds when necessary, including signing and delivery.
Prepare Executor Deeds and manage electronic recording processes.
Draft Affidavits of Heirship and oversee electronic recording.
Conduct regular Estate Administration update meetings with attorneys.
Maintain an Estate Administration due date/activity chart, regularly reviewing it with attorneys.
Stay informed about county-specific e-filing requirements.
Update and revise Estate Administration forms as required.
Close Estate Administration files and issue closing letters to clients.
Provide backup support for Estate Planning when necessary, including drafting and signings.
Probate & Estate Planning Paralegal Background Profile
Prior experience as an Estate and Probate Administration Paralegal (ideally 4+ years).
Thorough understanding of Estate and Probate legal procedures and requirements in Texas.
Strong organizational and communication skills.
Proficiency in legal software and tools.
Excellent verbal and written communication skills.
Excellent organizational skills and attention to detail.
Excellent time management skills with the ability to meet deadlines.
Proficiency with Microsoft Office Suite or related software.
Law Firm Features and Benefits
Excellent work environment with social events
Health, Dental, Vision
HSA
Life insurance
PTO (Accrual beginning after 90 days)
Tuition reimbursement
Paid parking
Frontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.
Disclaimer: Sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.
Job Requirements
Probate, Estate Planning, Paralegal
Meet Your Recruiter
Brittany White
Brittany White is an accomplished Executive Recruiter at Frontline Source Group, specializing in the legal field. With a deep-seated passion for connecting exceptional legal professionals with their ideal roles, Brittany's expertise and experience have solidified her reputation as a trusted partner in the recruitment industry.
Significant milestones have marked Brittany’s journey in executive recruitment. Brittany has previously served as a Sr. Talent Director and Assistant Vice President, where she honed her skills in talent acquisition and management. This tenure allowed her to develop a nuanced understanding of the legal industry's unique demands and intricacies.
With Brittany White as part of the Frontline Source Group team, you're gaining an executive recruiter who is not only well-versed in the legal landscape but also dedicated to finding the perfect fit for both candidates and organizations. Her experience, combined with her exceptional interpersonal skills and a keen eye for talent, make her an invaluable asset in your pursuit of top-tier legal professionals.
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