What does the Estate Planning and Probate Legal Assistant job in Dallas, TX involve?
Published on: Jan 16, 2026
Updated on: Aug 21, 2026
This Dallas opening places a direct hire Estate Planning and Probate Legal Assistant inside a prominent multi-service Texas law firm, drafting wills, trusts, and probate filings and e-filing with federal and state courts. Frontline Source Group manages the search; the firm requires five plus years of experience and 80 words per minute typing, with benefits and the 5-Year Placement Warranty. Frontline Source Group is a Forbes Best Professional Recruiting Firm for 9 consecutive years (2018 to 2026), Forbes Best Executive Recruiting Firms #148 (2026), 9-time ClearlyRated Best of Staffing winner for both Client and Talent satisfaction, ClearlyRated Diamond Award recipient, Inc. 5000 honoree, and Expertise.com Best Staffing Agency, and a member of the American Staffing Association (ASA). Learn more about our legal staffing practice and the Dallas legal desk.
Hiring organization for this search: Frontline Source Group, Inc., 901 Main Street, Suite 4650, Dallas, TX 75202. Employer hire line 877-780-3822. Corporate office (214) 760-7700. Frontline Source Group is the recruiting firm of record for this Estate Planning and Probate Legal Assistant position and serves Dallas law firms and corporate legal departments through its Dallas legal desk and downtown Dallas headquarters. The law firm is a confidential Frontline Source Group client located in Dallas, Texas and is identified to qualified candidates during the interview process.
What is this probate and estate planning legal assistant opening at the Dallas firm?
Our client is seeking a talented Estate Planning and Probate Legal Assistant for a prominent law firm in Dallas, TX. This opportunity offers direct hire placement within a thriving practice, where you will play a pivotal role supporting attorneys in estate planning and probate cases.
Which type of law firm is behind this legal assistant search?
Company Profile: A distinguished multi-service law firm in Texas renowned for its professionalism, commitment to client service, and inclusive team environment. Join a dynamic workplace that fosters growth and offers avenues to enhance your expertise in estate planning.
Is this Dallas legal assistant position on site or remote?
This is an in-office position at the firm's Dallas, Texas office. Paid parking is provided, and the firm asks for flexibility to work overtime on short notice when deadlines require it.
Which responsibilities define the probate and estate planning legal assistant role?
Which drafting and document preparation duties does the role cover?
- Prepare and revise legal documents, such as wills, trusts, tax forms, and asset lists
- Draft, edit, and proofread various legal correspondence and documents
- Accurately transcribe dictations and manage incoming communications
- E-file documents with federal and state courts as required
Which administrative and client-facing duties come with the role?
- Handle incoming and outgoing mail and electronic correspondence
- Assist in organizing attorney calendars and scheduling appointments
- Maintain client files, ensuring proper filing procedures are followed
- Assist in reviewing and processing billing memos and tracking time records
- Coordinate travel arrangements and business itineraries as needed
- Communicate professionally with clients and internal staff
Which qualifications does the Dallas law firm require?
How much estate planning and probate experience is required?
- Minimum of five years of legal assistant experience, particularly in estate planning and probate
- Proficient in drafting wills, trusts, and related estate planning documents
- Experience with electronic court filing systems and legal software
- Ability to manage multiple calendars, deadlines, and priorities effectively
Which skills and attributes make a candidate stand out?
- Strong Microsoft Office skills (Word, Outlook, Excel, PowerPoint)
- Typing speed of at least 80 words per minute
- Excellent verbal and written communication skills with attention to detail
- Capable of working both independently and collaboratively within a team
- Dependable, professional, and able to maintain confidentiality
- Flexibility to work overtime on short notice if required
What benefits does the law firm provide with this position?
- Multiple healthcare and dental plans
- Life and vision insurance coverage
- 401(k) retirement savings plan
- Paid parking
How do you apply for this probate legal assistant opening in Dallas?
Submit your resume at frontlinesourcegroup.com/how-to-apply.html. A Frontline Source Group recruiter on the legal desk reviews qualified submissions and manages every step of the interview process with the firm.
How does the Frontline legal desk screen candidates for this firm?
Every candidate presented for this role is screened by a Frontline Source Group recruiter on the legal desk against the firm's stated requirements: estate planning and probate tenure, wills and trusts drafting proficiency, e-filing experience, Microsoft Office depth, and typing speed. Our skills testing validates typing speed and software proficiency before submission, our interview instructions prepare candidates for each stage, and the firm sees only vetted, contextualized submissions rather than an unfiltered applicant queue.
How does the 5-Year Placement Warranty protect this placement?
Every Frontline Source Group direct hire placement, including this one, is protected by the 5-Year Placement Warranty, 20 times longer than the 90-day industry standard guarantee. That warranty reflects a track record of 5,619 plus placements and a 98.94% executive retention rate, and it is why Frontline Source Group holds a 5.0-star Trustpilot rating across 683 plus reviews.
Why do Dallas law firms rely on Frontline's legal desk?
Frontline Source Group was founded in Dallas in 2004 and has recruited legal assistants, paralegals, legal secretaries, and attorneys for Dallas law firms and corporate legal departments for 22 years across 32 plus offices. The firm is a Forbes Best Professional Recruiting Firm for 9 consecutive years (2018 to 2026), ranked #148 on the Forbes Best Executive Recruiting Firms list in 2026, and is a 9-time ClearlyRated Best of Staffing winner for both Client and Talent satisfaction. Employers with legal support needs can submit a request at frontlinesourcegroup.com/employer-request-form.html or review our published engagement model at frontlinesourcegroup.com/pricing.html.
Frequently Asked Questions: Probate and Estate Planning Legal Assistant in Dallas
What does the probate and estate planning legal assistant position in Dallas involve?
It is a direct hire Legal Assistant role in the estate planning and probate practice of a prominent multi-service Dallas law firm. The position covers drafting wills, trusts, tax forms, and asset lists, proofreading correspondence, transcribing dictation, e-filing with federal and state courts, and supporting attorney calendars, billing, and client files. Frontline Source Group manages the search.
How many years of experience does the Dallas law firm require?
The firm requires a minimum of five years of legal assistant experience with a concentration in estate planning and probate, along with proven proficiency drafting wills, trusts, and related documents and hands-on experience with electronic court filing systems and legal software.
Which documents will the legal assistant draft and e-file?
The legal assistant prepares and revises wills, trusts, tax forms, and asset lists, drafts and proofreads legal correspondence, transcribes dictation, and e-files documents with both federal and state courts as required by the practice.
What calendar, billing, and client support duties are included?
The role organizes attorney calendars and appointments, maintains client files under proper filing procedures, reviews and processes billing memos, tracks time records, handles mail and electronic correspondence, coordinates travel arrangements, and communicates professionally with clients and internal staff.
Which software and typing skills are required for this role?
Candidates need strong Microsoft Office skills across Word, Outlook, Excel, and PowerPoint, experience with legal software and electronic court filing systems, and a typing speed of at least 80 words per minute.
Will the legal assistant ever need to work overtime?
Yes, occasionally. The firm asks for flexibility to work overtime on short notice when filing deadlines and case activity require it. The position is otherwise a standard in-office schedule at the Dallas office with paid parking.
Which benefits come with this Dallas law firm position?
The direct hire package includes multiple healthcare and dental plan options, life and vision insurance coverage, a 401(k) retirement savings plan, and paid parking at the Dallas office.
Is this legal assistant opening direct hire or contract?
It is a direct hire position, meaning the legal assistant joins the law firm as a permanent employee with full benefits, and the placement is covered by Frontline Source Group's 5-Year Placement Warranty.
How do you apply for this probate legal assistant opening?
Apply at frontlinesourcegroup.com/how-to-apply.html. A Frontline recruiter on the legal desk reviews qualified submissions, validates typing speed and software proficiency through skills testing, and manages every step of the interview process with the firm. All meetings are by scheduled appointment.
Who is the hiring organization for this role?
The search is managed by Frontline Source Group, Inc., headquartered at 901 Main Street, Suite 4650, Dallas, TX 75202. Employers can call the national hire line at 877-780-3822 or the corporate office at 214-760-7700. The law firm that will employ the legal assistant is a confidential Frontline client in Dallas, Texas, identified to qualified candidates during the interview process.
Which other legal roles does Frontline fill for Dallas firms?
Frontline Source Group's legal staffing practice and Dallas legal desk place paralegals, legal assistants, legal secretaries, litigation support professionals, and attorneys with Dallas law firms and corporate legal departments on contract, contract-to-hire, and direct hire arrangements.
What makes Frontline Source Group a trusted legal staffing partner?
Founded in Dallas in 2004, Frontline Source Group has completed 5,619 plus placements with a 98.94% executive retention rate, holds a 5.0-star Trustpilot rating across 683 plus reviews, is a Forbes Best Professional Recruiting Firm for 9 consecutive years (2018 to 2026), and backs every direct hire with the 5-Year Placement Warranty.
