Probate/Guardianship and Estate Planning Paralegal

Job Description This is a remote position. Job Title: Probate/Guardianship and Estate Planning Paralegal Location: Euless, TX Department: Probate Department Reports To: Managing Attorney Position Overview: The Law Office of Antoinette Bone, PLLC is a boutique practice specializing in estate planning, probate, guardianship, and asset protection. We serve high-income professionals and business owners in the Dallas-Fort Worth Metroplex. As a Probate/Guardianship and Estate Planning Paralegal, you will play a crucial role in managing our probate docket and estate planning processes, utilizing case management software, ensuring meticulous support through legal documentation and client interaction. This role is instrumental in facilitating a seamless, compassionate legal service that upholds our reputation for excellent client care and efficient case management. Core Responsibilities: Draft, review, and file legal documents related to estate planning and probate proceedings, ensuring accuracy and compliance with legal standards. Manage communication with clients, courts, and other relevant parties, providing timely and accurate information and responses. Prioritizing issues linked to deadlines, client communication and the courts. Conduct detailed research and gather information as required to support legal proceedings and client consultations. Create and maintain comprehensive case files and documentation, ensuring information is organized and accessible. Assist in setting hearing dates, preparing for court proceedings, and ensuring all legal obligations are met on schedule. Develop and refine office procedures and document templates to improve efficiency and effectiveness in legal processes. Required Skills: Proficient in time management, with a strong ability to handle multiple tasks efficiently under tight deadlines. Highly skilled in computer operations and project or case management systems with a strong command of research tools and databases. Excellent verbal and written communication skills, professional demeanor, and strong attention to detail. Deep understanding of legal terminology and familiarity with the nuances of estate planning and probate law. Strong interpersonal skills, capable of building and maintaining professional relationships. Demonstrated ability to work both independently and as part of a team, contributing to a collaborative work environment. Experience interacting and communicating with high earning clientele. Outcomes: 100% Estate planning & 75% Probate Completion Rate Within Case Processing Time 100% Document Accuracy Rate 85% Minimum Client Satisfaction Scores 100% Compliance Legal Process Adherence 100% Task Completion Rate 90% Execution of Professional Development Tasks Quarterly Minimum 1200 Billable Hours Annually 100% Task Completion Rate Qualifications: Bachelor’s degree or equivalent in legal studies, paralegal studies, or a related field. At least three years of experience in a paralegal role, preferably within estate planning, probate, or a similar field. Our Culture: If you are passionate about using your skills to make a meaningful difference in people’s lives, value efficiency, and thrive in a collaborative environment focused on continuous improvement, you will find a fulfilling career path with us. Our firm is dedicated to providing a supportive atmosphere where talented individuals can learn, grow, and excel in their professional lives. Position Details: This is a full time role (40 hours per week) At least three days are required to be onsite Work hours are aligned with the firm’s standard operating hours from 8:00 AM to 5:00 PM CST. Opportunities for bonus compensation are discretionary Professional development is available year round. Our Mission: Our mission is to serve as lifelong legal partners to high-income married professionals and business owners, delivering comprehensive estate planning services that protect wealth and embody the client's personal values. By guiding them through the complexities of estate planning with exceptional care and expertise to craft bespoke legal solutions, we protect both tangible and intangible assets, ensuring our clients' legacies and values are preserved for future generations. Vision Statement: We aspire to redefine the estate planning experience, setting the standard for excellence in the legal industry by fostering lasting relationships and crafting innovative, customized solutions. Our vision is to create a legacy of meaningful connections and impactful guidance, ensuring that every client's journey towards securing their family's future is met with unparalleled dedication and insight, interweaving their deepest values with their financial goals. Send resume and cover letter to [email protected] . Put in subject line: EP/PR Paralegal Position. In the cover letter explain why you are interested in the position and what attracted you to apply. Highlight significant achievements in your career that are relevant to the position.