Trust and Estate Paralegal

22 hours ago


Irvine, California, United States Jobot Full time
Estate Planning Opportunity:
Are you a detail-oriented and highly organized individual looking for a challenging career opportunity? Do you have a passion for law and a desire to work in a dynamic environment? As an Estate Planning Paralegal at Jobot, you will play a critical role in assisting attorneys with estate planning matters, ensuring accuracy and compliance in all documents. With a focus on delivering exceptional client service, we value individuals who possess strong analytical skills, excellent communication abilities, and a keen eye for detail. Join our team and take your career to the next level

Responsibilities:
  • Assist attorneys in all aspects of estate planning, including drafting and execution of wills, trusts, and other estate planning documents.
  • Utilize wealthdocs software to manage and maintain accurate records of estate planning documents.
  • Conduct comprehensive legal research and analysis on various estate planning matters.
  • Collaborate with attorneys and other paralegals to ensure accuracy and compliance in estate planning documents.
  • Provide exceptional client service by answering queries, providing updates, and explaining complex legal matters in a clear, understandable manner.


Requirements:
- Minimum 3+ years of experience as a paralegal, preferably in estate planning
- Proficiency in drafting legal documents and utilizing wealthdocs software
- Strong knowledge of estate planning laws and regulations
- Excellent written and verbal communication skills
- Highly organized, with exceptional attention to detail
- Ability to work well under pressure, meeting tight deadlines
- Deep understanding of the medical industry and its unique estate planning needs

We Offer:
- Medical Benefits
- 401k w 4% match
- PTO
- Competitive pay ($60,000 - $82,000 per year)

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