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Estate Planning Paralegal Specialist

1 month ago

Irvine, California, United States Brown & Streza LLP Full time
About the Role

Brown & Streza LLP is a mid-sized law firm in Orange County that specializes in Business Planning, Estate Planning, Complex Income Tax Planning, Charitable Sector, and Mergers & Acquisitions. We are seeking a detail-oriented paralegal to join our team and work closely with our estate planning attorneys.

Key Responsibilities
  • Assist in the initial drafting of estate planning documents, ensuring accuracy and attention to detail.
  • Manage client assets by funding trusts and preparing accompanying transfer documents.
  • Communicate effectively with clients and their advisors, providing exceptional customer service.
  • Maintain accurate and up-to-date client files, ensuring seamless access to information.
Requirements
  • Minimum 2+ years of experience in estate planning, with a strong focus on drafting revocable living trusts and other foundational documents.
  • Excellent organizational, time management, and proofreading skills, with a keen eye for detail.
  • Current ABA-approved Paralegal certificate, with knowledge of WealthDocs a plus.
  • High level of accuracy and attention to detail, with the ability to work in a fast-paced environment.
Benefits
  • 8 medical plan options with employer-funded HSA.
  • Dental and vision plans.
  • 401(k) plan with significant employer matching.
  • Great working environment, with opportunities for career growth and development.
Work Environment

This role is hybrid, offering a balance between in-office and remote work. Salary is dependent on experience.