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Estates Planning Paralegal

4 months ago

Fountain Valley, United States Provision People Full time
Job DescriptionJob Description

Summary:

Our award-winning client is seeking an Estates Planning Paralegal to join their team. Our firm is seeking a qualified estate planning Paralegal to join our growing team in Fountain Valley, CA. In this role, you will play a vital role in assisting attorneys with all aspects of estate planning.

Responsibilities:

  • Drafting wills, trusts, and other estate-planning documents.
  • Conducting client interviews and gathering information.
  • Preparing legal correspondence and pleadings.
  • Assisting with probate and trust administration.
  • Conducting legal research and summarizing findings.
  • Ensuring all documents are filed timely and accurately.
  • Maintaining client confidentiality.

Required Qualifications:

  • 3-5 years of experience as an estate planning paralegal
  • A strong understanding of estate planning law and procedures
  • Excellent written and verbal communication skills
  • Proficient in Microsoft Word, Excel, and other legal software
  • A meticulous eye for detail and a commitment to accuracy
  • The ability to work independently and manage multiple tasks simultaneously
  • Strong organizational skills and time management skills
  • The ability to work effectively as part of a team

We offer a competitive salary and benefits package, including:

  • Salary commensurate with experience.
  • Health insurance.
  • Dental and vision insurance.
  • Life insurance.
  • 401(k) retirement plan.
  • Paid time off.