Trust and Estates Paralegal jobs in United States
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Ray Thomas · 1 month ago

Trust and Estates Paralegal

Ray Thomas is a highly respected national law firm seeking a Trusts & Estates Paralegal to join its Houston office. The role involves supporting attorneys in the estate administration process, drafting and organizing documents, and coordinating with various stakeholders to ensure timely completion of estate-related matters.

Staffing & Recruiting

Responsibilities

Support attorneys throughout the estate administration process, including gathering information, preparing materials, and keeping matters on schedule
Draft, format, and organize documents related to trusts, estates, probate filings, and various planning matters
Assist with the preparation of forms, summaries, schedules, organizational documents, and other case-related materials
Coordinate with courts, clients, beneficiaries, and third parties
Maintain and update internal files, checklists, and matter tracking systems
Perform research tasks and assist with due diligence when needed
Help with entity-related tasks such as preparing organizational documents or maintaining records
Support attorneys with occasional real estate or transactional documentation related to estate matters
Handle timekeeping and occasional overtime during peak workload periods

Qualification

Trusts & Estates experienceProbate administrationCourt filing preparationTexas court communicationEstate planning documentsDocument management systemsMS Office proficiencyParalegal certificateEntity documents experienceEstate/gift tax forms familiarityCommunication skillsOrganizational skills

Required

5+ years of Trusts & Estates paralegal experience
Strong probate and estate administration background (post-death matters required)
Comfort preparing and organizing court filings related to probate
Experience communicating with Texas courts
Exposure to estate planning documents (wills, trusts, etc.)
Strong tech skills: MS Office + document management systems
Paralegal certificate required (some flexibility depending on experience)

Preferred

Experience with entity documents (LLCs, partnerships) is a plus
Familiarity with estate/gift tax forms (706, 709) helpful but not required

Benefits

Competitive compensation
Benefits
Wellness-focused programs
Opportunity to handle substantive, meaningful work with growing responsibility
Firm invests heavily in training, technology, and professional development

Company

Ray Thomas

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Ray Thomas is a leading legal recruitment firm dedicated to fostering lasting connections in the legal industry.

Funding

Current Stage
Early Stage
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