Estate Planning and Probate Legal Assistant

Looking for a rewarding career in Dallas, TX. A busy law firm is seeking a skilled Estate Planning and Probate Legal Assistant to join their team. This is a direct hire opportunity to become a vital member of a growing practice and support attorneys in estate planning and probate matters.

Company Profile

A top multi-service law firm in Texas known for professionalism, client service, and collaborative team culture. The firm offers a fast-paced, dynamic work environment with opportunities to grow and expand your estate planning expertise.

Estate Planning and Probate Legal Assistant Role

Prepare and revise legal documents, including wills, trusts, tax forms (706s, 709s), and asset lists.

Draft, edit, and proofread correspondence, legal memoranda, and other communications.

Transcribe dictation from voicemails and other sources accurately.

Manage incoming and outgoing mail and electronic correspondence.

Answer and direct incoming phone calls, respond to general inquiries.

Schedule and coordinate conference calls, client meetings, and appointments.

Maintain attorney calendars, track deadlines, and manage multiple schedules.

Open, organize, and maintain client files, ensuring proper filing procedures.

Review and process monthly billing memos and enter attorney time records.

Arrange travel and business itineraries as needed.

Communicate professionally with clients and internal staff at all levels.

E-file documents in federal and state courts as required.

Strong filing, typing, and discernment is needed.

Estate Planning and Probate Legal Assistant Background Profile

Minimum of five years of legal assistant experience, preferably in estate planning and probate

Strong knowledge and experience drafting wills, trusts, and related estate planning documents

Proven ability to manage multiple calendars, deadlines, and priorities

Solid working knowledge of Microsoft Office (Word, Outlook, Excel, PowerPoint)

Proficiency in electronic court filing systems (Federal and State)

Typing speed of at least 80 words per minute

706/709, NetDocs, & Orion experience is not required, but would be a huge plus

Excellent verbal and written communication skills, with strong grammar, spelling, and proofreading abilities

Strong organizational skills and attention to detail

Strong filing, typing, and discernment is needed

Ability to work both independently and collaboratively within a team

Dependable, professional, and able to maintain confidentiality

Features and Benefits

Multiple healthcare and dental plans

Life insurance

Vision insurance

401k retirement plan

Paid parking