Estate Planning Paralegal - Client Services Specialist in Austin, Texas at Texas Trust Law
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Job Description
Texas Trust Law (formerly the Wiewel Law Firm) is a well-established boutique law firm in Central Austin, serving the surrounding community for nearly 30 years. Our practice focuses exclusively on Wills, Trusts, Probate, Estate Administration, Asset Protection, Special Needs Planning, and Elder Law.
Our mission is simple: help clients plan confidently for the future and support them through life’s most difficult transitions. We approach every client interaction with compassion, professionalism, and respect.
We also believe in taking care of our team. We foster a supportive, collaborative environment where each team member is valued, work-life balance is respected, and meaningful, long-term careers are built. We only do Estate Planning and Probate - no litigation.
Top candidates will have a passion for helping others and will feel rewarded at the end of the workday by knowing they've done a good job.
Compensation:$51,000 - $55,000
Responsibilities:
This role provides for a large amount of client interaction. The right candidate will play a key role in guiding clients through one of the most important steps in the estate planning process: reviewing and executing their documents.
You'll meet directly with clients to conduct Will and Trust signing appointments, including notarization of all required documents (the firm will assist with your notary certification if needed).
You'll guide clients through their estate planning documents in a clear, confident, and compassionate manner.
You'll assist with printing, reviewing, and compiling estate planning documents in preparation for client signings.
Quickly respond to clients' questions or requests via email, text, or phone calls
Conduct document reviews to ensure accuracy and proper execution after the documents have been signed
Record deeds with the proper county
Participate in team and staff meetings
Accept other administrative tasks as needed to assist the team and ensure the firm runs smoothly
This is a full-time position (40 hours per week) and is 100% in-office
Qualifications:
- Prior experience in a law firm or similar environment is preferred but not required
- Excellent attention to detail, organization, and problem-solving ability
- Professional, empathetic, and service-oriented mindset
- Great people skills - customer service experience is a big plus
- Ability to quickly learn and follow established systems and procedures
- Proven ability to meet demanding deadlines in a fast-paced environment
- Some knowledge of legal software, case management, and docketing programs is preferred
- Ability to comfortably use all Microsoft Office products and type at least 50 WPM
- Open-mindedness and willingness to learn and utilize new technologies as they become available
- College degree or completion of post-secondary education is preferred but not required
About Company
Texas Trust Law, formerly known as The Wiewel Law Firm, is a people-focused practice with a great team of experienced attorneys and non-attorneys who are easy to work with and committed to helping clients. We have over 600 Google Reviews, which you can read to learn about how others view our firm.
Our purpose is to help clients plan for the future and assist folks in navigating the unpredictability of life. Our team works together with clients to make life purposeful and meaningful as we contribute to their peace of mind.
We value hard work and reward it too! Ask about our staff cruise and our trip to Disneyland!
Check us out at www.TexasTrustLaw.com
Benefits: PTO, Simple IRA contribution, Health Insurance, and HSA contribution after the eligible time period.
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