Your Legacy Legal Care
Estate Planning Paralegal Trust Funding
Your Legacy Legal Care, Houston, Texas, United States, 77246
Job Description
Job Description
About Us At
Your Legacy Legal Care™ , we specialize in estate planning services that help clients protect what matters most—their loved ones and their hard‑earned assets. Our firm is built on the values of integrity, compassion, excellence, and client‑centered service, and we take pride in guiding families through important legal decisions with care and professionalism.
Job Summary We are seeking an
Estate Planning Paralegal
to serve as our
Trust Funding Coordinator , ensuring that clients’ estate plans are not only well‑crafted but fully implemented. This role is ideal for a paralegal with estate planning experience who is detail‑oriented, empathetic, and passionate about helping families successfully transfer their assets into their trusts.
Key Responsibilities
Prepare customized funding instructions based on each client’s Asset Detail Report (ADR)
Guide clients through the process of retitling accounts, updating beneficiaries, and transferring assets into their trust
Monitor funding progress and follow up with financial institutions to verify completion
Witness the signing of estate planning documents, including wills and trusts
Coordinate the distribution of signed documents to clients and relevant parties
Collaborate closely with attorneys and paralegals to ensure funding aligns with the client’s estate plan
Maintain accurate records of funding progress and client communications
Requirements
Paralegal experience in estate planning required
(trusts, wills, asset transfers)
Strong attention to detail and organizational skills
Excellent verbal and written communication abilities
Comfort handling sensitive documents and maintaining confidentialityAbility to work independently and as part of a collaborative team
Familiarity with Microsoft Office Suite; experience with legal practice management or CRM software is a plus
Culture Fit We’re looking for a paralegal who is passionate about helping families plan for the future and who values collaboration and personal growth. Our team thrives on accountability, loyalty, reputation, and continuous self‑improvement—and we hope you do too.
#J-18808-Ljbffr
About Us At
Your Legacy Legal Care™ , we specialize in estate planning services that help clients protect what matters most—their loved ones and their hard‑earned assets. Our firm is built on the values of integrity, compassion, excellence, and client‑centered service, and we take pride in guiding families through important legal decisions with care and professionalism.
Job Summary We are seeking an
Estate Planning Paralegal
to serve as our
Trust Funding Coordinator , ensuring that clients’ estate plans are not only well‑crafted but fully implemented. This role is ideal for a paralegal with estate planning experience who is detail‑oriented, empathetic, and passionate about helping families successfully transfer their assets into their trusts.
Key Responsibilities
Prepare customized funding instructions based on each client’s Asset Detail Report (ADR)
Guide clients through the process of retitling accounts, updating beneficiaries, and transferring assets into their trust
Monitor funding progress and follow up with financial institutions to verify completion
Witness the signing of estate planning documents, including wills and trusts
Coordinate the distribution of signed documents to clients and relevant parties
Collaborate closely with attorneys and paralegals to ensure funding aligns with the client’s estate plan
Maintain accurate records of funding progress and client communications
Requirements
Paralegal experience in estate planning required
(trusts, wills, asset transfers)
Strong attention to detail and organizational skills
Excellent verbal and written communication abilities
Comfort handling sensitive documents and maintaining confidentialityAbility to work independently and as part of a collaborative team
Familiarity with Microsoft Office Suite; experience with legal practice management or CRM software is a plus
Culture Fit We’re looking for a paralegal who is passionate about helping families plan for the future and who values collaboration and personal growth. Our team thrives on accountability, loyalty, reputation, and continuous self‑improvement—and we hope you do too.
#J-18808-Ljbffr