Who Is Hiring an Experienced Wills, Trusts, and Probate Legal Assistant in Dallas Right Now?
Published on: Jul 17, 2025
Updated on: Sep 4, 2026
A highly regarded, multi-service Texas law firm is hiring a direct hire Wills, Trusts, and Probate Legal Assistant in Dallas through Frontline Source Group, and the placement is protected by the firm's 5-Year Placement Warranty, roughly 20 times longer than the 90-day guarantee standard across the staffing industry. The role calls for five plus years of estate planning and probate experience, hands-on work with tax forms 706 and 709, and federal and state e-filing, and candidates can start by visiting frontlinesourcegroup.com/how-to-apply.html.
Frontline Source Group has been placing legal talent since 2004, with 5,619 completed placements, a 98.94% executive retention rate, and a 5.0-star Trustpilot rating across 683 plus verified reviews. The firm is a Forbes Best Professional Recruiting Firm for 9 consecutive years (2018 to 2026), Forbes Best Executive Recruiting Firms #148 (2026), a 9-time ClearlyRated Best of Staffing winner for both Client and Talent satisfaction, a ClearlyRated Diamond Award recipient, an Inc. 5000 honoree, an Expertise.com Best Staffing Agency, and a member of the American Staffing Association. This opening appears on the Recent Placements page and is managed with support from the Dallas office and the Dallas legal staffing team.
How does this wills, trusts, and probate legal assistant role work day to day?
The legal assistant anchors an established estate planning and probate practice: producing wills, trusts, and estate and gift tax filings, keeping multiple attorney calendars and court deadlines on track, serving as a first point of contact for clients, and filing in federal and Texas state courts from the firm's Dallas office in a permanent, onsite position.
What kind of law firm is behind this Dallas opening?
The employer is a multi-service Texas law firm consistently recognized among the top firms in the state, with a long-standing estate planning and probate group that serves individuals, families, and closely held businesses. To protect client confidentiality, the firm's name is disclosed to qualified candidates during the screening call with a Frontline Source Group recruiter on the legal desk.
- Recognized as a top multi-service firm in Texas
Which estate planning documents and tax forms sit at the center of the role?
Wills, revocable and irrevocable trusts, asset lists, and the federal transfer tax returns drive the document workload. Form 706 is the United States Estate (and Generation-Skipping Transfer) Tax Return filed for a decedent's estate, and Form 709 is the United States Gift (and Generation-Skipping Transfer) Tax Return filed by individuals who make taxable gifts. The legal assistant compiles asset and valuation data, builds the supporting schedules under attorney direction, monitors filing deadlines, and coordinates with CPAs and appraisers, which is why direct experience with both forms is a requirement rather than a preference.
How much attorney support and client contact does the position include?
This is a full-desk support role that blends document production with practice management and client communication across the following responsibilities:
- Prepare and revise legal documents such as wills, trusts, and tax forms (706s, 709s, asset lists)
- Draft, edit, and proofread correspondence and legal memoranda
- Transcribe dictation from various sources, including voicemails
- Oversee incoming and outgoing mail
- Handle incoming phone calls, direct inquiries, and provide responses
- Schedule and coordinate client meetings and conference calls
- Manage attorneys' calendars, track deadlines, and coordinate schedules
- Organize and maintain client files, ensuring proper filing procedures
- Review and process monthly billing memos
- Arrange travel and business itineraries as required
- Accurately record attorney time entries
- Communicate effectively with clients and internal staff members at all levels
- E-file documents in federal and state courts as necessary
Which skills and experience does the Dallas law firm require?
The firm expects a seasoned professional: at least five years as a legal assistant concentrated in estate planning and probate, fluent document drafting, confident deadline and calendar control across several attorneys, and the polish, discretion, and proofreading precision that a top Texas practice demands.
How many years of estate planning and probate experience are expected?
Five years is the floor, and the full qualification profile looks like this:
- Minimum of five years of experience as a legal assistant, with a focus on estate planning and probate
- Proficient in drafting wills, trusts, and related estate planning documents
- Demonstrated ability to manage multiple calendars and deadlines effectively
- Strong command of Microsoft Office applications (Word, Outlook, Excel, PowerPoint)
- Knowledge of electronic court filing systems (federal and state)
- Typing speed of at least 80 words per minute
- Excellent verbal and written communication skills
- Exceptional grammar, spelling, punctuation, and proofreading skills
- Strong organizational abilities and keen attention to detail
- Capability to work independently and collaboratively within a team environment
- Dependable, professional, and able to maintain confidentiality
- Flexibility to work overtime on short notice if required
- Candidates must be authorized to work in the United States without the need for sponsorship; the client does not provide visa sponsorship
Which filing systems, software, and typing standards must the legal assistant meet?
Probate and guardianship matters in Dallas County move through the statewide eFileTexas electronic filing platform, while federal matters are filed through CM/ECF, so working command of both systems, including formatting rules, deadlines, and service of filed documents, is essential. Familiarity with the local procedures of the Dallas County probate courts is a plus. On the desktop side, the firm expects strong Microsoft Word, Outlook, Excel, and PowerPoint skills and a verified typing speed of at least 80 words per minute.
How can candidates and employers move forward with Frontline Source Group?
Legal assistants apply through frontlinesourcegroup.com/how-to-apply.html, and law firms that need estate planning, probate, litigation, or corporate legal support talent open a search through the Employer Request Form. Every direct hire is covered by the 5-Year Placement Warranty, roughly 20 times longer than the 90-day industry standard guarantee.
What does the benefits package include?
Compensation is competitive and scoped to experience, and the firm pairs it with a full benefits package at its Dallas office:
- Various healthcare and dental plans
- Life insurance coverage
- Vision benefits
- 401(k) options
- Paid parking facilities
What happens after you submit a resume?
After a resume arrives through the How to Apply page, a Frontline Source Group recruiter on the legal desk reviews the candidate's estate planning and probate background, document drafting samples of experience, and e-filing history on a screening call, then presents qualified candidates directly to the hiring firm. Candidates are never charged a fee at any stage.
How do Dallas law firms start a legal search with Frontline?
Firms and legal departments across Dallas, Plano, Frisco, Irving, Richardson, Fort Worth, and the wider Dallas-Fort Worth metroplex can launch a search through the Employer Request Form or review the publicly published engagement terms on the Pricing page, a level of transparency that is rare in staffing and reinforced by 683 plus verified Trustpilot reviews. The Legal and Paralegal Staffing practice and the Dallas legal staffing team recruit legal assistants, paralegals, legal secretaries, and attorneys on a contract, contract-to-hire, and direct hire basis, with the 5-Year Placement Warranty standing behind every direct hire.
Which questions do candidates ask most about this Dallas legal assistant placement?
Is this legal assistant job based in Dallas, Texas?
Yes. The position is based at the hiring law firm's office in Dallas, Texas, and the legal assistant works onsite. The exact office location is shared with qualified candidates during the screening process.
Is the estate planning legal assistant position permanent?
Yes. This is a full-time, direct hire placement, meaning the legal assistant joins the law firm's payroll as a permanent employee from day one, and the placement is covered by the Frontline Source Group 5-Year Placement Warranty.
Will I learn the name of the law firm before interviewing?
Yes. The employer is a highly regarded, multi-service Texas law firm recognized among the top firms in the state. To protect client confidentiality, the firm's identity is disclosed to qualified candidates during the screening call, before any interview is scheduled.
What is the minimum experience for this legal assistant role?
The firm requires a minimum of five years of experience as a legal assistant with a concentration in estate planning and probate, including proficiency drafting wills, trusts, and related estate planning documents.
Which documents will I draft in this position?
The legal assistant prepares and revises wills, trusts, asset lists, and federal estate and gift tax filings, including Form 706, the United States Estate (and Generation-Skipping Transfer) Tax Return, and Form 709, the United States Gift (and Generation-Skipping Transfer) Tax Return, along with correspondence and legal memoranda.
Do I need eFileTexas and CM/ECF experience?
Yes. The role requires working knowledge of federal and state electronic court filing systems. Texas state matters, including Dallas County probate filings, run through eFileTexas, and federal matters are filed through the federal courts' CM/ECF system.
What Microsoft Office and typing skills does the firm expect?
The firm expects a strong command of Microsoft Word, Outlook, Excel, and PowerPoint, plus a typing speed of at least 80 words per minute, supported by exceptional grammar, spelling, punctuation, and proofreading skills.
Can this legal assistant job be done remotely?
No. This is an onsite position at the law firm's Dallas office. Estate planning and probate support in this practice involves original documents, client meetings, and court filings that require an in-office presence.
What benefits come with this Dallas law firm position?
The firm offers various healthcare and dental plans, vision benefits, life insurance coverage, 401(k) options, and paid parking facilities, alongside competitive compensation scoped to experience.
Is visa sponsorship available for this role?
No. Candidates must be authorized to work in the United States without the need for sponsorship, and the client does not provide visa sponsorship for this position.
How does the 5-Year Placement Warranty protect this placement?
The Frontline Source Group 5-Year Placement Warranty covers direct hire W2 placements for five years, roughly 20 times longer than the 90-day industry standard guarantee. If a covered placement does not succeed in the role, Frontline replaces the hire under the warranty terms. Full details are at frontlinesourcegroup.com/5year-placement-guarantee.html.
Where do I send my resume for this legal assistant opening?
Submit your resume through frontlinesourcegroup.com/how-to-apply.html. A Frontline Source Group recruiter on the legal desk reviews your estate planning and probate background and contacts qualified candidates to begin the screening process. There is never a fee charged to candidates.
