Estate & Business Planning Paralegal

Estate & Business Planning Paralegal

30 hours/week depending on candidates' preferences

Hybrid/Remote- Local to San Antonio area preferred

$47,000-56,000 Salary (based on 30 hour schedule)

About the Firm

Boutique law firm in San Antonio with a small and dedicated team. They are a team of “A players” — high achievers who bring integrity, accountability, and excellence to everything they do. Their culture blends top-tier client service with genuine collaboration and work-life balance.

The Role

We’re seeking a skilled Estate & Business Planning Paralegal to join our boutique firm in a dynamic, multi-faceted position that combines paralegal expertise with leadership of our Client Care Program. You’ll draft high-quality estate and business planning documents using WealthCounsel, coordinate client relationships, and ensure our clients’ plans remain current, effective, and properly funded.

This role is ideal for a detail-oriented Paralegal who thrives in a fast-paced environment and enjoys building lasting client relationships.

Key Responsibilities

Estate Planning (40%)

• Draft trusts, wills, POAs, healthcare directives, and related documents using WealthCounsel
• Manage document execution and trust funding, including deeds and asset transfers
• Coordinate with clients and advisors to ensure smooth processes and complete funding

Business Planning (25–35%)

• Draft and maintain business entity documents: articles, operating agreements, bylaws, and minutes
• Prepare buy-sell agreements, succession plans, and asset protection documents
• Coordinate filings with state agencies and maintain compliance calendars

Client Care Program (25–35%)

• Manage and update client estate and business plans through systematic reviews
• Oversee secure document storage and client vaults
• Enhance the client experience through proactive communication and process improvements

Qualifications

Experience & Knowledge

• 3–5 years estate planning paralegal experience; 2+ years business planning preferred
• Strong knowledge of trusts, business entities, and asset protection strategies
• Proficiency (or willingness to learn) WealthCounsel; experience with Clio preferred
• Bachelor’s degree or ABA-approved Paralegal Certificate

Skills & Attributes

• Exceptional organization and attention to detail
• Strong communication and client service skills
• Tech-savvy and adaptable to new systems
• Self-starter with initiative, professionalism, and a team-first mindset

What You'll Love About This Role

• Meaningful, client-centered work that impacts families and businesses
• Opportunity to lead and innovate within a growing firm
• Supportive, high-performing team culture.

Compensation & Benefits

• Competitive salary based on experience
• Health, dental, vision, and life insurance
• 401(k) with employer contribution
• Paid time off and holidays
• Full-time or part-time (20–40 hrs/week)