Estate Planning Assistant

2 weeks ago


Redondo Beach, California, United States St. Clair Law Full time

We are seeking a detail-oriented and organized Paralegal to join our team at St. Clair Law in the South Bay. As a key member of our estate planning team, you will be responsible for collecting and organizing documents and information from various cases. Your excellent communication skills will enable you to effectively relay messages between teams and keep all relevant documents organized.

Key Responsibilities:

  • Review and draft routine legal documents in estate planning
  • Create and maintain accurate and up-to-date case files
  • Ensure timely completion of tasks and meet attorney deadlines by maintaining organized schedules and providing reminders
  • Conduct thorough legal research to support estate planning cases

Requirements:

  • Previous experience as a legal secretary, assistant, or paralegal
  • Bachelor's degree or Paralegal certificate


  • Redondo Beach, California, United States St. Clair Law Full time

    We are seeking a detail-oriented and organized Paralegal to join our team at St. Clair Law in the South Bay. As a key member of our estate planning department, you will be responsible for collecting and organizing documents and information from various cases. Your excellent communication skills will enable you to effectively relay messages between teams and...


  • Redondo Beach, California, United States Tripalink Real Estate Full time

    Job OverviewAt Tripalink Real Estate, we are seeking a highly skilled Real Estate Portfolio Analyst to join our team. As a key member of our operations team, you will be responsible for managing our investment portfolio, supervising affordable housing projects, and conducting financial analysis to assess property performance.Key ResponsibilitiesAssist in...


  • Redondo Beach, California, United States St. Clair Law Full time

    We are seeking a detail-oriented and organized individual to join our estate planning team at St. Clair Law in the South Bay. As a key member of our team, you will be responsible for managing case files, drafting legal documents, and facilitating communication between attorneys and clients.Key Responsibilities:Review and draft routine legal documents,...


  • Newport Beach, California, United States Meier Law Firm Full time

    About the RoleWe are seeking a highly organized and detail-oriented Legal Assistant to provide clerical support to our Paralegal and Attorneys. This individual will play a crucial role in helping prepare components of clients' estate plans under the direct supervision of the supervising attorney and paralegal.Key ResponsibilitiesAssist with data entry in our...


  • Redondo Beach, California, United States Tripalink Real Estate Full time

    Job Title: Property Investment Finance AssistantJoin Tripalink Real Estate as a Property Investment Finance Assistant and take on a challenging role that requires a unique blend of financial analysis, real estate expertise, and communication skills.Job DescriptionKey Responsibilities:Assist in managing a portfolio of over 85 investment projects, with a total...


  • Redondo Beach, California, United States Tripalink Real Estate Full time

    Job OverviewTripalink Real Estate is seeking a highly skilled Property Investment Finance Assistant to join our team. As a key member of our property operations team, you will be responsible for managing our investment portfolio, supervising affordable housing projects, and conducting financial analysis to assess property performance.ResponsibilitiesManage a...


  • Newport Beach, California, United States Jobot Full time

    Job SummaryThis role involves working closely with clients to design comprehensive estate plans that protect their assets, minimize tax liabilities, and ensure smooth transitions for future generations.Key ResponsibilitiesAssist clients in trust administration, ensuring compliance with California laws and handling all necessary documentation.Provide expert...


  • Newport Beach, California, United States Jobot Full time

    Job Title: Estate Planning AttorneyJobot is seeking an experienced Estate Planning Attorney to join our team. As an Estate Planning Attorney, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.Responsibilities:Develop and implement estate plans, including...


  • Newport Beach, California, United States Jobot Full time

    Job Title: Estate Planning/Tax AttorneyAbout the Role:We are seeking a highly skilled and experienced Estate Planning/Tax Attorney to join our team at Jobot. As a key member of our team, you will be responsible for providing top-notch legal services to our clients, including estate planning, trust administration, probate, and...


  • Newport Beach, California, United States Jobot Full time

    Job Title: Estate Planning/Tax AttorneyAbout the Role:We are seeking a highly skilled and experienced Estate Planning/Tax Attorney to join our team at Jobot. As a key member of our team, you will be responsible for providing top-notch legal services to our clients, including estate planning, trust administration, probate, and...


  • Newport Beach, California, United States Jobot Full time

    Job Title: Estate Planning/Tax AttorneyAbout the Role:We are seeking a highly skilled and experienced Estate Planning/Tax Attorney to join our team at Jobot. As a key member of our team, you will be responsible for providing top-notch legal services to our clients, including estate planning, trust administration, probate, and...


  • Newport Beach, California, United States Jobot Full time

    Job Title: Estate Planning AttorneyAbout the Role:We are seeking an experienced Estate Planning Attorney to join our team at Jobot. As an Estate Planning Attorney, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.Responsibilities:Develop and implement...


  • Newport Beach, California, United States Jobot Full time

    About the RoleWe are seeking an experienced Estate Planning Attorney to join our team at Jobot. As a key member of our legal team, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.ResponsibilitiesDevelop and implement estate plans, including drafting and...


  • Newport Beach, California, United States Ferruzzo and Ferruzzo, LLP Full time

    Job OpportunityFerruzzo & Ferruzzo, LLP is seeking an experienced Estate Planning / Trust Administration Attorney to join our team. As a dynamic and entrepreneurial individual, you will have the opportunity to grow and potentially become a partner in our firm.We are looking for a candidate with six (6) to twelve (12) years of experience in estate planning...


  • Newport Beach, California, United States Jobot Full time

    About the RoleWe are seeking an experienced Estate Planning Attorney to join our team at Jobot. As a key member of our legal team, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.ResponsibilitiesDevelop and implement estate plans, including drafting and...


  • Newport Beach, California, United States Mission Recruiting Full time

    Job OpportunityWe are seeking a seasoned estate planner to support our high-net-worth clients. Our client is a dynamic, growing firm that prioritizes high-quality legal work and client care. The successful candidate will work closely with the Managing Partner to foster excellent client care and plan complex estates.This is an exciting opportunity for an...


  • Newport Beach, California, United States Mission Recruiting Full time

    Job OpportunityWe are seeking a seasoned Estate Planning professional to support our high-net-worth clients. Our client is a dynamic, growing law firm that prioritizes high-quality legal work and client care. You will work closely with the Managing Partner to foster excellent client care and plan complex estates.This is an exciting opportunity for a seasoned...


  • Newport Beach, California, United States Falcon Rappaport & Berkman Full time

    Job OpportunityFalcon Rappaport & Berkman is a rapidly growing law firm seeking a skilled Trusts and Estates Planning Associate to join our team.Key ResponsibilitiesManage all stages of estate planning and trust administration, ensuring seamless execution and compliance.Develop and maintain strong relationships with clients, providing exceptional service and...


  • Newport Beach, California, United States Mission Recruiting Full time

    Job OpportunityWe are seeking a highly skilled Senior Estate Planner to support our high-net-worth clients. Our client is a dynamic, growing firm that prioritizes high-quality legal work and client care. You will work closely with the Managing Partner to foster excellent client care and plan complex estates. They are located in a prestigious area and boast a...


  • Newport Beach, California, United States Law Office of Susan A. Katzen Full time

    Job Title: Trusts, EstatesWe are seeking a highly skilled and experienced Associate Attorney to join our team at the Law Office of Susan A. Katzen. As a key member of our Estate Planning and Trust Administration department, you will be responsible for providing exceptional legal services to our clients.Responsibilities:Draft, review, and edit various legal...