Estate Planning Paralegal — Flower Mound, Texas

MEREDITH PC is seeking an experienced Estate Planning Paralegal to join our team! The position will be at our office located in Flower Mound, Texas. The ideal candidate will be proactive, organized, and possess impeccable attention to detail, with excellent oral and written communication skills. They will maintain confidentiality, have strong team-oriented work habits and ethics, and manage cases with minimal supervision. This is a full-time, on-site position.ResponsibilitiesMaintain and organize case documents according to firm policiesDraft estate planning documents including wills, trusts, and powers of attorneyAssist with trust funding and asset alignmentCoordinate document execution and maintain organized client filesCommunicate professionally with clients, other professional advisors, and financial institutionsTrack deadlines and manage multiple matters with accuracy and discretionClient correspondence, information requests, and compiling signature bindersPrepare and record deedsDraft basic entity (LLC, LP, Corporation, etc.) documents and file with the Secretary of StateAssist attorneys with file maintenance and management of outstanding projects and timelinesInteract with clients to gather necessary information and provide status updatesQualificationsMinimum of 3 years’ experience as a paralegal in estate planning and trust administrationAbility to independently manage multiple priorities and time effectivelyExcellent oral and written communication skillsStrong organizational skillsDeadline drivenProficiency in e-filingAbility to analyze legal documents for accuracy and completeness; strong proofreading skillsExceptional case management experience and attention to detailProficiency in Word, Outlook, Adobe, and Clio