ABOUT THE JOB:
Legal Logistics Consulting is hiring for the following position on behalf of a growing firm located in Austin, Texas. The position is a paralegal with an interest in estate planning and probate.
The job would include start to finish client work in estate planning with clients spanning a wide range of net worth and desires for their estate plan. Your probate docket would span local counties with clients in a variety of financial and family situations.
The job entails:
1. Managing status, caseload, and client communication for estate planning and probate
clients.
2. Attending meetings for estate planning clients to help manage the case plan and
relationship alongside an attorney.
3. Drafting estate planning documents, including wills, revocable trusts, irrevocable trusts,
powers of attorney, corporation documents, etc.
4. Meeting with clients after they have lost a loved one to develop a plan for asset transfer,
most often through the Texas probate process.
5. Guiding clients through the probate process and work alongside an attorney in meeting
requirements for executors and administrators appointed by the Court.
6. Assisting with the distribution of assets, drafting settlement agreements, and preparing
estate tax returns when needed to assist in asset transfer for probate clients.
ABOUT THE FIRM:
The firm is reimagining the practice of law for estate planning, probate, fiduciary litigation, and guardianships. They are unwilling to settle for suits, seven day a week work, millions of emails, and are cultivating a practice built first on compassion for people. The belief is that a legal practice is client driven, manageable, and fun as much as possible. The team is growing with no intention to stop that growth anytime soon, which means there is enormous opportunity for internal growth and partnership.
They offer regular learning opportunities through weekly study groups and a partner dedicated to mentorship. Additionally, they offer generous time off, retirement plan matching, health insurance, and mental health days with mental health activity reimbursements.
QUALIFICATIONS:
(Must be in Austin or willing to relocate.
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