Estate Planning Paralegal
Anderson Estate Planning, PLLC
McKinney, TX US
Posted ago
Anderson Estate Planning, PLLC

We are an expanding law firm looking for Paralegals who will take ownership and pride in being part of our evolution and growth. We provide sophisticated estate and asset protection planning services that make significant differences in the lives of the people we serve.

Paralegals are at the very heart of our expert legal teams and are vital to maintaining our standards of excellence. They have an immediate impact on our day-to-day operations by providing comprehensive attorney support, outstanding client services, timely and accurate document preparation, and detailed database maintenance. Your work will make a significant impact on the lives of other people.

Compensation: Starting at $40,000. Estate Planning is an area of the law in which most paralegals have no experience. Typically, there is significant training on the job, and we are paying someone to learn for approximately one year before they can work independently. Salaries in our firm increase with experience and value added to each position. If you are someone who wants to be a central part of an expanding business, with the potential to elevate yourself within our firm, contact us.


  • Proactively look for, suggest, and participate in ways to improve professional knowledge and job performance as well as the quality and efficiency of the firm’s production, systems, and processes
  • Draft estate and asset protection planning documents, under the supervision of an attorney, including (but not limited to) Last Wills and Testaments, Revocable Living Trusts, Irrevocable Trusts, General Durable Powers of Attorney, Medical Powers of Attorney, Directives to Physicians, and Declarations of Guardian
  • Classify clients’ assets, coordinate the transfers of real property and non-qualified accounts into legal entities, and assist with the modification of designated beneficiaries for qualified accounts, life insurance, and annuities
  • Speak directly with attorneys, clients, and other professionals to provide updates, collect information, and provide the feedback necessary to complete assigned cases and projects according to specified deadlines
  • Schedule signings and hearings, and communicate with attorneys and clients, regarding the progress of their estate planning and court cases
  • Maintain client files to ensure they are properly organized and up to date and manage client documents
  • Draft and file documents relating to uncontested probate and uncontested guardianship matters (we do No litigation), under the supervision of an attorney, and file them with the courts in a timely manner
  • Potential for advancement into the management of other paralegals and/or other team members


  • Preferred: bilingual in English and Spanish
  • Must complete all screening tags included in this job description
  • Must complete DISC assessment included in this job description
  • Must live close to McKinney, Texas, with the ability to work full-time in our office
  • Must be a self-starter who is willing to take on projects from start to completion with guidance from team leaders
  • Wants to work in a culture that invites professional growth and elevation of career status
  • Completion of an ABA-approved paralegal certificate program such as an associate degree or proprietary school program in paralegal studies is preferred (we will consider candidates already enrolled)
  • Preferred: 1-2 years of paralegal experience in a law firm under an attorney working on estate planning, probate, and guardianship issues (we will consider candidates with paralegal experience in other areas of the law)
  • Highly analytical, with excellent organizational abilities, and strong problem-solving skills
  • Able to make autonomous decisions and take the initiative to manage, prioritize, and complete projects independently
  • Superb interpersonal and customer service skills
  • Empathetic toward others and their varying life/family situations
  • Ability to function well in a fast-paced, team-oriented environment
  • Excellent verbal and written communication.

$40,000 annually to start
About Anderson Estate Planning, PLLC

We are committed to the concept of "Great Practice, Great Life!" for all our team members. 

"Great Practice" - We have created a workplace where professional stress is minimized, internal systems produce predictable workflow, the caseload is reasonable, colleagues (both attorneys and paralegals) have true respect for what everyone contributes to the team, and we genuinely "have each other's backs." Our entire practice is focused on estate planning, asset protection, uncontested probate, and uncontested guardianship matters (we do NO litigation). 

"Great Life" - We have created a culture unlike that of most law firms, where home life is honored. We are with our families for dinner every evening. We don't work weekends. We want each team member to have the vacation time necessary to recharge our bodies, minds, and souls.

In short, our "Great Practice" enables each of us to have a "Great Life."

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