Estate Planning Paralegal — Lakeway, TX (In-Office)

About the role

PEEPL Law has a steady and growing estate planning practice serving Lake Travis-area families, professionals, and small business owners. We're looking for an experienced estate planning paralegal to take ownership of the drafting and client-management workflow.

Compensation note: Health insurance contribution may be available as part of the compensation package and will be discussed at offer stage; PEEPL Law is candid that as a growing practice, benefits packages are still developing.

Billable Hours: Minimum billable hour expectations consistent with industry standards. Specifics discussed during interview.

What you'll do

Draft wills, revocable trusts, irrevocable trusts, powers of attorney, medical directives, HIPAA releases, and related ancillary documents
Manage client intake, asset inventories, beneficiary designations, and funding worksheets
Coordinate signing ceremonies and notarization
Handle trust funding follow-through (deeds, account retitling, beneficiary updates)
Maintain client files and document retention per firm protocol
Work directly with attorneys on plan design notes and client revisions

What we're looking for

Minimum 5 years Texas estate planning paralegal experience (non-negotiable)
Strong familiarity with the Texas Estates Code and Texas Trust Code
Drafting fluency with modern estate planning drafting platforms — or willingness and demonstrated ability to learn quickly
Real estate experience helpful (deed prep, recording, transfer-on-death deeds)
Tech-comfortable and adaptable — we are a tech-forward firm and expect proficiency with our tools
Detail-oriented; estate planning is a precision discipline and we treat it that way

Preferred qualifications

TBLS Board Certified Paralegal in Estate Planning & Probate Law

Hard requirement — location

In-office, full-time at our Lakeway office. You must currently live in the Lake Travis area or be in the process of relocating here. We're building a community-based firm and we want team members who are part of the community.

Screening questions

Please address the following questions in your cover letter:

Do you have experience with Microsoft 365 (Word, Outlook, Excel, SharePoint)?
Do you have any computer programming or scripting experience?
Do you have experience maintaining client records in a legal practice management system?

Ready to apply?

Send your resume and a brief cover letter addressing the screening questions above to the email below. Reference the job title in your subject line.

careers@peepllaw.com

We respond to every qualified applicant.

PEEPL Law is hiring: Estate Planning Paralegal — Lakeway, TX

Wills, trusts, powers of attorney, trust funding — the whole picture. If you've got 5+ years in Texas estate planning and you treat precision as the point rather than the chore, we'd like you to own the drafting and client workflow here. 📜

https://www.peepllaw.com/job-postings/estate-planning-paralegal-lakeway

About PEEPL Law, PLLC

PEEPL Law is a community-based law firm in Lakeway, Texas, serving the Lake Travis area and Central Texas. PEEPL stands for Probate, Estate Planning, Elder Law, Property Law, and Litigation — and we also handle IRS tax planning, preparation, and representation. We're tech-forward, small enough that every team member matters, and intentionally rooted in our community. Learn more at www.peepllaw.com.

PEEPL Law is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic.

The information provided on this website is for general informational purposes only and should not be construed as legal advice. Visiting this site or contacting our firm through this site does not establish an attorney-client relationship. Every legal situation is unique, and you should consult with a qualified attorney to obtain advice tailored to your specific circumstances. PEEPL LAW disclaims any liability for actions taken based on the information contained herein.