Nexus Staff Inc. · 1 day ago
Paralegal
Houston, TX
Full-time
Hybrid
Entry, Mid Level
$85K/yr - $115K/yr
2+ years expNexus Staff Inc. is seeking a Paralegal to support attorneys within their Wealth and Estate Services practice. The role involves providing hands-on assistance across estate planning, estate and trust administration, and related tax matters, while managing client matters and coordinating documentation and filings.
Staffing & Recruiting
Responsibilities
Provide day-to-day support to attorneys handling estate planning, estate and trust administration, and wealth transfer matters
Prepare, assemble, and submit probate-related filings and transfer tax documentation, including estate and gift tax returns
Maintain and monitor probate and gift tax calendars, ensuring statutory and court deadlines are tracked and met
Coordinate estate administration tasks such as drafting probate pleadings, preparing creditor and beneficiary notices, compiling inventories, securing waivers, and organizing exhibits for filing
Draft, edit, and review a variety of legal documents, including testamentary instruments, trusts, agreements, correspondence, and powers of attorney
Prepare and update equity-related documentation, including stock certificates
Assist attorneys with hearing and trial preparation in probate-related proceedings
Conduct legal and tax research and stay informed on developments in probate, estate, and transfer tax law, sharing relevant updates with the team
Communicate with clients, courts, and third parties to obtain information, resolve issues, and facilitate timely filings
Act as a reference point for internal procedures, practice group standards, and firm policies
Support attorneys in the execution of tax planning strategies tailored to client objectives
Manage multiple assignments concurrently while maintaining accuracy and meeting deadlines
Safeguard confidential and sensitive client information at all times
Liaise with court personnel and clients regarding filings, scheduling, and procedural requirements
Record testamentary documents and court orders; prepare and file property transfer instruments such as deeds, conveyances, assignments, and homestead or property tax documentation; and communicate with mineral and property operators as needed
Maintain custody and organization of original paper documents, including wills, deeds, letters testamentary, and other executed instruments
Qualification
Required
Working knowledge of probate court systems, procedures, and filing requirements
Strong organizational skills with a high level of attention to detail and accuracy
Proficiency with legal research platforms and tax preparation or valuation software
Excellent written and verbal communication skills, including direct interaction with clients
Demonstrated flexibility and adaptability in managing shifting priorities
Initiative and reliability in completing assignments with minimal supervision
Willingness to work extended hours when business needs require
Advanced proficiency with Microsoft Office and legal research tools such as Westlaw or LexisNexis
Ability to work onsite as needed to manage original documents and paper-based tax filings
Bachelor's degree or an equivalent combination of education, training, and experience sufficient to perform the role
At least two to five years of paralegal experience, preferably supporting estate planning or private wealth practices
Preferred
Completion of an ABA-approved paralegal certification program is preferred
Company
Nexus Staff Inc.
Nexus Staff, a leading client centric staffing firm, provides customized searches resulting in a carefully selected portfolio of professionals for you to choose from.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Finn V.
CEO | ENTREPRENEUR | STRATEGIC PARTNER
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