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In the interview, please be prepared to discuss what you are looking for in your next role.

See below for a detailed job description, or click here for a printable version.

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Information about McCreary Law Office

About the Law Firm

Frequently Asked Questions about Estate Planning and Probate

Services McCreary Law Office Provides

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Paralegal

McCreary Law Office, PLLC, Houston, TX 77018

Job Details

This small but growing estate planning and probate law firm helps people through planning for their incapacity or death to make things easier on their loved ones. The firm also helps those family members or friends when that time comes to take care of a loved one’s estate. Bringing a personal and dedicated approach to legal services, McCreary Law Office strives to build trusted relationships with clients to provide guidance and advice in all aspects of estate planning, special needs planning, and probate.

The Paralegal will help make sure this process is the best it can be for clients. This means treating clients with the utmost respect, demonstrating honesty and commitment, and creating value at all stages of the process for clients. The Paralegal provides key support to the Attorney and Client Services Director by managing client files; calendaring probate and guardianship matters; and assisting in drafting and filing for probate, guardianship, and estate planning matters. The firm is growing and thriving and needs this part-time role filled to contribute to continued success.

Included Responsibilities

• Calendar and manage deadlines for matters.
• Schedule and coordinate hearings.
• Draft legal documents.
• Interact with clients, fiduciaries, and other attorneys on behalf of the firm in person, in emails, and on the phone.
• Gather and organize documents and information for estate planning and probate matters. Handle some data entry for client files and software.
• Perform various administrative tasks such as scanning, printing, organizing files, and data entry as needed to support other office staff.
• Manage phone calls and serve as back-up receptionist as needed.

• Witness estate plan signings.
• Maintain confidentiality at all times.
• Assist with Elliott, the office dog (an eighteen-month-old goldendoodle puppy), and an eventual therapy dog who will assist with client meetings and volunteer work. When Elliott is in the office, all office staff contribute to the care of Elliott and will sometimes oversee his activities if the attorney is in a meeting or unavailable.
• Appreciate great opportunities to learn and grow and appreciate coaching and development discussions.

Additional Specific Qualifications

• Strong technology skills, i.e., cloud-based software, and experience with Mac O/S. The firm uses the following software, among others: Lawmatics; Calendly; Zapier; Adobe Acrobat Pro; Word; Excel; and Power Point.
• Familiarity with eFiling required.
• Familiarity with TXDocs preferred.
• Familiarity with WealthCounsel provides strong consideration.
• Willingness to undergo a criminal background check and have proof of COVID-19 vaccination.

Schedule

This part-time position involves 12-18 hours of working that fall between 8:30 am and 6:00 p.m., either two or three days a week between Mondays and Thursdays.

As the firm grows, this position could grow to full-time or stay part-time, depending on the right candidate and that person’s needs and talents.

Pay

Dependent on related experience as a paralegal, working in a lawfirm, and with estate planning/probate. Generally $20-$31/hr.

Benefits

Benefits include paid time off and a generous holiday schedule. PTO begins to accrue after completing a 90-day new hire development plan. As the firm grows, additional benefits may be added.