Overview
Legal Assistant | Estate Planning Jobs in Fort Worth, TX at Strittmatter Wealth Management Group, LLC
Job Summary:
We are seeking an experienced and detail-oriented Legal Assistant to support our estate planning practice. This role works closely with advisors, attorneys, and clients to prepare estate planning documents, manage case files, coordinate client communications, and ensure a smooth planning and execution process.
The ideal candidate is organized, proactive, client-service-oriented, and comfortable working in a fast-paced professional environment.
About Strittmatter
Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers.
Position Details
Location: Fort Worth, TX
Office Hours: Part-time Monday-Friday between 8am to 5pm
Compensation: $26 to $37 per hour plus performance bonus
Dress Code: Business Professional
Job Responsibilities
- Draft and prepare estate planning documents, including wills, trusts, powers of attorney, healthcare directives, transfer and funding documents
- Coordinate estate planning workflows and maintain case management systems
- Gather and organize client financial and personal information
- Communicate with clients regarding document collection, signatures, and follow-up items
- Schedule meetings and coordinate execution/signing appointments
- Assist with trust funding and asset transfer documentation
- Maintain accurate and confidential client records
- Work collaboratively with financial advisors, attorneys, and administrative staff
- Track deadlines and ensure timely completion of client matters
- Provide administrative and operational support for the estate planning department
Position Requirements
- 3+ years of experience as legal assistant or paralegal, preferably in estate planning, probate, or elder law
- Paralegal certificate or equivalent legal experience preferred
- Strong understanding of estate planning terminology and documentation
- Excellent written and verbal communication skills
- Strong organizational skills with high attention to detail
- Proficiency with Microsoft Office and document management software
- Experience working in a law firm, financial advisory firm, or wealth management environment preferred
- Experience with trust funding and asset titling
- Familiarity with CRM and case management systems
- Must be willing to work full-time or part-time, as required
- Professional and compassionate client communication style
Why Strittmatter
- Long term career-focused company with growth opportunities
- Competitive compensation with performance-based bonuses.
- A professional, collaborative, and growth-oriented work environment.
Pay: $26.00 – $37.00 per hour
Application Question(s):
- Do you have previous professional experience in preparing related documents for estate planning? If yes, how many years?
Work Location: In person
Title: Legal Assistant | Estate Planning
Company: Strittmatter Wealth Management Group, LLC
Location: Fort Worth, TX
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