About the Company:

This role will be supporting 3 Estate Planning Attorneys

Culture/Team Structure:

• This is a very tight knit group and work all together, talk to each other throughout the day.
• Heavy caseload and busy group, the right candidate will be detail orientated.
• Not afraid to raise hand and say what about this.
• Critical thinking is necessary for this role.
• Deadline keeping, letting attorneys when deadline coming up and where the attorneys are on that.

Hybrid:

• 4 days in office and 1 day remote.

Location: Downtown Dallas

Bonus:

Discretionary at the end of the year

Billing Requirement:

no billing requirement

Responsibilities:

• Estate Probate Matters:
• Draft and file probate applications.
• Communicate effectively with clients to gather essential information.
• Prepare and coordinate the execution of prove-up documents.
• Schedule and coordinate hearings with the court and clients.
• Draft legal documents, including Waiver of De Novo and Notice of Hearing.
• Ensure proper execution and electronic filing of final documents post-hearing.
• Obtain Letters and communicate post-hearing details to clients.
• Manage the Notice to Creditors process.
• Draft and communicate on Inventory/Affidavit in Lieu.

• Heirship Proceedings:
• Draft and file applications related to heirship proceedings.
• Effectively communicate with clients to obtain necessary details.
• Prepare legal documents such as Motion to Appoint Attorney Ad Litem.
• Gather witness information and ensure compliance with service/publication requirements.
• Draft and coordinate the execution of prove-up documents.
• Schedule and coordinate hearings with the court, clients, and witnesses.
• Draft Notice of Hearing and communicate details to clients and witnesses.
• Ensure proper execution and electronic filing of final documents post-hearing.
• Obtain Letters and communicate post-hearing details to clients.
• Manage the Notice to Creditors process.
• Draft and communicate on Inventory/Affidavit in Lieu.

• Other Responsibilities:
• Coordinate the obtaining of Bonds when required, including signing and delivery.
• Prepare Executor Deeds and handle electronic recording.
• Draft Affidavits of Heirship and manage electronic recording.

• General:
• Conduct regular Estate Administration update meetings with attorneys.
• Maintain Estate Administration due date/activity chart, reviewing it with attorneys regularly.
• Calendar hearings, Inventory due dates, and matter-specific due dates.
• Stay informed about individual county-specific e-filing requirements.
• Maintain, update, and revise Estate Administration forms as needed.
• Close Estate Administration files and provide closing letters to clients.
• Provide backup support for Estate Planning when needed, including drafting and signings.

Qualifications:

• Previous experience as an Estate and Probate Administration Paralegal.
• Strong understanding of Estate and Probate legal procedures and requirements in Texas.
• Excellent organizational and communication skills.
• Proficiency in legal software and tools.