Overview
Estate Planning Paralegal Jobs in Tulsa, OK at Roots Law, PC
Estate Planning & Probate Paralegal
Location
This is a full-time, in-person position located in Tulsa, Oklahoma. Office is near 21st St and Lewis.
Position Summary
The Estate Planning & Probate Paralegal plays a vital role in helping families navigate some of life’s most significant transitions. This position manages probate, guardianship, and other court-related matters while also supporting the drafting and implementation of estate planning documents.
This role combines technical legal expertise with compassionate client service. The Paralegal helps transform complex legal processes into clear, organized, and approachable experiences that reduce client stress and create peace of mind.
Core Responsibilities
- Probate & Guardianship Administration
- Manage probate, guardianship, and related court proceedings from opening to closing.
- Prepare and file pleadings, applications, inventories, accountings, notices, and reports.
- Maintain court calendars and monitor deadlines.
- Coordinate with courts, clerks, fiduciaries, and third parties.
- Track case status and proactively identify issues requiring attorney attention.
Estate Planning Support
- Draft wills, trusts, powers of attorney, healthcare directives, deeds, and related documents.
- Prepare client review drafts and final execution documents.
- Assist with trust funding and asset alignment activities.
- Prepare summaries, flowcharts, and educational materials for clients.
- Organize client records and maintain document accuracy.
Client Communication
- Serve as a primary point of contact for clients.
- Provide procedural updates and status reports.
- Gather information and documentation from clients.
- Assist clients in understanding next steps using clear, plain language.
- Maintain communication that reflects the firm’s warmth, professionalism, and respect.
Case Management
- Maintain accurate case files and documentation.
- Monitor workflows and ensure deadlines are met.
- Coordinate signing meetings and execution logistics.
- Assist with post-signing implementation and funding tasks.
- Prepare materials for annual reviews and membership programs.
Legal Research & Administrative Support
- Conduct legal and factual research as assigned.
- Assist with developing and updating templates.
- Support attorney preparation for consultations, hearings, and client meetings.
- Help maintain procedural checklists and workflow documentation.
Success Measures
The Paralegal is successful when:
- Probate and guardianship matters move efficiently through the court system.
- Estate planning documents are accurate and timely.
- Clients feel informed, supported, and respected.
- Deadlines are consistently met.
- Case files remain organized and current.
- Attorneys can focus their time on legal strategy and client counseling.
Required Qualifications
- Paralegal experience in probate, estate planning, guardianship, or related fields.
- Strong drafting and document management skills.
- Excellent written communication.
- Exceptional attention to detail.
- Ability to manage deadlines independently.
- Professional and compassionate client-service mindset.
Preferred Qualifications
- Fluent in Spanish.
- Certified Paralegal designation.
- Experience with Oklahoma probate and guardianship procedures.
- Experience with estate planning software and legal practice management systems.
Cultural Expectations
The Paralegal must:
- Demonstrate empathy during emotionally difficult client situations.
- Communicate clearly and without unnecessary legal jargon.
- Pursue excellence without perfectionism.
- Embrace accountability and continuous learning.
- Protect client confidentiality and trust.
- Contribute positively to the firm’s culture of Connection, Provision, and Protection.
Purpose
Guide clients through estate planning, probate, guardianship, and trust administration matters with competence, compassion, and clarity while ensuring every legal matter progresses efficiently and accurately. This role helps transform complex legal processes into experiences that create peace of mind and confidence.
What Great Performance Looks Like
A great Paralegal:
- Sees problems before deadlines are missed.
- Notices inconsistencies in documents.
- Shows empathy without becoming emotionally overwhelmed.
- Keeps matters moving forward.
- Translates legal complexity into plain language.
- Gives clients confidence during uncertain times.
Pay: $40,000.00 – $48,000.00 per year
Benefits:
- Health insurance
- Opportunities for advancement
- Paid time off
- Professional development assistance
- Retirement plan
- Wellness program
Experience:
- Paralegal: 2 years (Preferred)
License/Certification:
- Paralegal Certificate (Preferred)
Work Location: In person
Title: Estate Planning Paralegal
Company: Roots Law, PC
Location: Tulsa, OK
Category:
