Estate Planning Paralegal Specialist

3 days ago


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

Brown & Streza LLP, a mid-sized law firm in Orange County, is seeking a detail-oriented paralegal to join our Estate Planning team. As a key member of our team, you will assist our attorneys with fast-paced document-intensive projects and a heavy workload.

Responsibilities
  • Assist in the initial drafting of estate planning documents, ensuring accuracy and attention to detail.
  • Fund trusts with client assets, maintaining a high level of accuracy and attention to detail.
  • Meet and communicate with clients and their advisors, providing exceptional customer service.
  • Prepare deeds and accompanying transfer documents, ensuring compliance with relevant laws and regulations.
  • Maintain client files, ensuring confidentiality and security.
Requirements
  • Minimum 2+ years of estate planning experience, with a strong background in drafting revocable living trusts and other foundational estate planning documents.
  • Excellent follow-up and follow-through skills, with a strong ability to work independently and as part of a team.
  • Strong organization, time management, proofreading, and word processing skills, with a high level of accuracy and attention to detail.
  • Current ABA-approved Paralegal certificate, with knowledge of WealthDocs a plus.
Benefits
  • 8 medical plan options with employer-funded HSA, dental and vision plans, and a 401(k) plan with significant employer matching.
  • A great working environment, with opportunities for career growth and professional development.
  • Orange County Register 2023 Top Workplace, with a collaborative and supportive team culture.
Schedule
  • This role is hybrid, with a mix of in-office and remote work.

Salary is dependent on experience, with opportunities for growth and advancement.



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