Estate Planning Paralegal

4 days ago


Newport Beach, United States Meier Law Firm Full time
About the Role

We are seeking a highly skilled Estate Planning Paralegal to join our team at the Meier Law Firm. As a key member of our team, you will work closely with our attorneys to provide exceptional service to our clients. Your expertise will help us continue to deliver top-tier estate planning services to families in California.

Key Responsibilities:

  • Draft wills, trusts, and other estate planning documents using Wealth Counsel and Elder Counsel software
  • Manage probate cases from start to finish, including preparing and filing petitions
  • Prepare trust administration documents, such as beneficiary notifications, real property transfer documents, and distribution agreements
  • Communicate with clients and institutions on behalf of successor trustees
  • Assist with non-contested conservatorships for young adults with special needs
  • Ensure a smooth and exceptional client experience throughout the estate planning process

Requirements:

  • At least 5 years of experience as an estate planning paralegal
  • Proficient in Wealth Counsel and Elder Counsel drafting software
  • Excellent organizational skills and the ability to manage multiple cases independently
  • Strong communication skills with a client-first mentality
  • A commitment to integrity, confidentiality, and delivering outstanding service

Why Work with Us:

  • Competitive salary with quarterly discretionary bonuses based on key performance indicators
  • Comprehensive benefits package, including medical, dental, vision, life insurance, and retirement
  • Regular firm lunches, team-building activities, and a supportive work environment

About Us:

The Meier Law Firm is a Newport Beach estate planning law firm dedicated to helping families navigate major life events with compassion and care. We offer a range of services, including general estate planning, advanced tax planning, asset protection, elder law, special needs/limited conservatorships, probate, and trust administration. Our team of 18 is committed to delivering exceptional service to our clients and making a meaningful impact in our community.



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