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Transactional Paralegal and Executive Assistant

Transactional Paralegal and Executive Assistant

Legal Logistics ConsultingAustin, TX, US
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Job Description

ABOUT THE JOB :

Legal Logistics is hiring on behalf of a firm that is needing a detail-oriented paralegal with experience in estate planning and probate, who can also provide executive assistant support to one of the partners. This hybrid role blends client-facing legal work with operational support, giving you exposure to a wide range of responsibilities in a collaborative, growing law firm.

Key Responsibilities :

  • Manage status, caseload, and client communication for estate planning and probate

matters.

  • Attend meetings with estate planning clients to support the attorney in managing case
  • plans and client relationships.

  • Draft estate planning documents, including wills, revocable trusts, irrevocable trusts,
  • powers of attorney, and corporate documents.

  • Meet with clients after the loss of a loved one to develop a plan for asset transfer,
  • primarily through the Texas probate process.

  • Guide clients through the probate process and assist attorneys in meeting requirements
  • for executors and administrators appointed by the Court.

  • Assist with asset distribution, draft settlement agreements, and prepare estate tax returns
  • as needed.

  • Provide executive assistant support to a partner, including managing calendars, preparing
  • for meetings, coordinating travel, handling correspondence, and assisting with special

    projects or tasks as needed.

  • Coordinate with internal teams to ensure seamless communication and workflow across
  • client matters.

    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 :

  • The job is hybrid, meaning you should expect to spend two or three days in our office.
  • (Must be in Austin or willing to relocate.

  • Experience with estate planning and / or probate work in Texas (ideally 1-3 years).
  • Energetic and driven personality who is prepared to jump in and be heavily client facing.
  • Attention to detail and organized.
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    Executive Assistant • Austin, TX, US

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