Estate Planning Paralegal

3 weeks ago


Simi Valley, California, United States Hermance Law Full time
Job Summary

We are seeking an experienced and motivated paralegal to join our estate planning law firm in Ventura, CA. The paralegal will work closely with our attorneys to provide essential legal support, assist in case preparation, and ensure the efficient delivery of high-quality legal services to our clients.

Key Responsibilities
  • Draft, review, and edit a wide range of estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives
  • Conduct thorough legal research to support case strategies, ensuring the accuracy and relevancy of information
  • Assist in the preparation of client meetings by gathering necessary information and documents
  • Manage and maintain client files, ensuring organization, accuracy, and adherence to filing deadlines
  • Prepare legal documents for execution, including coordination of notarization and witness signatures
  • Communicate directly with clients, providing updates on case progress and addressing inquiries
  • Assist in the planning and execution of client seminars, workshops, and educational events
  • Handle administrative tasks such as data entry, record-keeping, and document management
  • Coordinate with external parties, including opposing counsel, court personnel, and financial institutions
  • Prepare billing invoices, track expenses, and assist with managing client billing records
  • Maintain the firm's case management system with up-to-date and accurate information
  • Uphold the confidentiality of sensitive client information and adhere to ethical standards
  • Participate in professional development opportunities to enhance legal knowledge and skills
  • Collaborate effectively with attorneys, fellow paralegals, and support staff to ensure smooth workflow
Requirements
  • Bachelor's degree in paralegal studies or related field, or equivalent combination of education and experience
  • A minimum of 2 years of paralegal experience in estate planning law
  • Strong knowledge of estate planning procedures, terminology, and regulations are a plus
  • Proficiency in legal research, document drafting, and case management software
  • Excellent organizational skills and attention to detail
  • Clear and effective written and verbal communication skills
  • Ability to manage multiple tasks and deadlines in a fast-paced environment
  • Proficient in using Microsoft Office Suite (Word, Excel, Outlook) and legal research databases
  • Understanding of client confidentiality and ethical standards in the legal field
  • Team player with a collaborative mindset and a proactive approach to problem-solving


  • Simi Valley, California, United States CBM Estate & Trust Law Full time

     Company OverviewCBM Estate & Trust Law is a reputable law firm committed to supporting the professional growth of our team members.We prioritize providing outstanding service and seek dedicated individuals who are ready to advance their careers in a dynamic setting. Job SummaryWe are seeking an Estate Planning Attorney - Strategic Asset Preservation...


  • Simi Valley, California, United States Keller Williams Exclusive Properties Full time

    Job Title: Real Estate Sales AgentAs a Real Estate Sales Agent, you will be responsible for helping clients find their dream homes. You will work closely with clients to understand their needs and preferences, and then use your knowledge of the local real estate market to find the perfect property.Key Responsibilities:Act as the intermediary between the...


  • Apple Valley, California, United States Providence Service Full time

    Job SummaryWe are seeking a highly skilled and experienced Director of Estate Planning and Gift Development to join our team at Providence Service. This is a unique opportunity to make a meaningful impact in the lives of our patients and communities.Key ResponsibilitiesDevelop and implement a comprehensive estate planning and gift program that aligns with...


  • Simi Valley, California, United States Hermance Law Full time

    We are seeking a highly skilled Trust Funding Coordinator to join our esteemed estate planning law firm, Hermance Law.The ideal candidate will be the first point of contact for clients and visitors, ensuring a positive and welcoming experience.The Trust Funding Coordinator will handle a variety of administrative tasks, including communications with clients,...


  • Fountain Valley, California, United States InterSolutions, LLC Full time

    Job Title: Property ManagerInterSolutions, LLC is a leading recruiting agency specializing in the property management industry. We are dedicated to finding the best permanent fit for our clients and providing an exceptional job searching experience for our candidates.We are currently seeking a highly skilled Property Manager to oversee a portfolio of 250...


  • Simi Valley, California, United States IMA Financial Group Full time

    Job SummaryThe Associate Broker/Towerstone Professional plays a vital role in supporting the growth of our business by actively working within a team environment. This role requires a strong commitment to continually improving knowledge and expertise, while adhering to company standards. The ideal candidate will treat clients, company personnel, and...


  • Fountain Valley, California, United States InterSolutions, LLC Full time

    At InterSolutions, LLC, we are dedicated to finding the best permanent fit for our customers and the best job searching experience for our candidates. We are currently searching for a direct hire Property Manager for a portfolio of 250 single family rental homes in California.Key Responsibilities: Oversee all leasing and sales for the properties Achieve...


  • Mill Valley, California, United States Redwood Trust Full time

    Job SummaryThe Senior Vice President of Distressed Asset Management will oversee the management and resolution of distressed or non-performing commercial mortgage loans and assets at Redwood Trust. This strategic leadership role requires a seasoned professional with extensive experience in asset management, loan workouts, and distressed debt...


  • Fountain Valley, California, United States MSCCN Full time

    Job SummaryAs an Armed Security Officer with Allied Universal, you will serve and safeguard clients in a range of industries, including Commercial Real Estate, Healthcare, Education, and Government. Your primary responsibility will be to provide customer service to our clients by carrying out safety and security procedures, site-specific policies, and...


  • Mill Valley, California, United States EAH Full time

    Explore a Career in Real Estate Development and ManagementAt EAH Housing, we are seeking a talented and skilled Maintenance Supervisor I to join our team. As a mission-based nonprofit organization and industry leader for over 50 years, we are committed to creating opportunities to empower people to live better lives.What We OfferA comprehensive benefits...

  • Paralegal

    1 week ago


    Hunt Valley, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are in search of a Paralegal to join our team located in Hunt Valley, Maryland. This role revolves around trust and estates law, with a heavy emphasis on client correspondence and documentation management. This job offers a short-term contract employment opportunity, where you will be working closely with attorneys and...


  • Happy Valley, United States The Freelance Firm, LLC Full time

    Job OverviewThis is a remote position that offers the opportunity to work on challenging personal injury cases and grow within a dynamic legal environment.We are seeking a skilled Estate Planning Attorney with experience in taxable trust to join our legal team. The ideal candidate will assist the firm in all stages of personal injury cases from inception to...


  • Jurupa Valley, CA, United States State Farm Full time

    Being good neighbors – helping people, investing in our communities, and making the world a better place – is who we are at State Farm. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more! Take advantage of...


  • Paradise Valley, United States Gulfstream Aerospace Corporation Full time

    Real Estate Project Manager II - Mesa, AZ in  GAC MesaUnique Skills:Experience in facility maintenance requiredKnowledge of HVAC, plumbing, and electrical systems preferred   Education and Experience RequirementsBachelor's Degree in related field or equivalent combination of education and experience sufficient to successfully perform the...


  • Paradise Valley, United States Gulfstream Aerospace Corporation Full time

    Real Estate Project Manager II - Mesa, AZ in  GAC Mesa Unique Skills: Experience in facility maintenance required Knowledge of HVAC, plumbing, and electrical systems preferred     Education and Experience Requirements Bachelor's Degree in related field or equivalent combination of education and experience sufficient to successfully...


  • Paradise Valley, AZ, United States Gulfstream Aerospace Corporation Full time

    Real Estate Project Manager II - Mesa, AZ in GAC Mesa Unique Skills: Experience in facility maintenance required Knowledge of HVAC, plumbing, and electrical systems preferred    Education and Experience Requirements Bachelor's Degree in related field or equivalent combination of education and experience sufficient to successfully perform the...

  • Estate Manager

    4 weeks ago


    Paradise Valley, Arizona, United States The Calendar Group Full time

    Job OverviewThe Calendar Group is seeking a highly organized and detail-oriented Estate Manager to oversee the daily operations and maintenance of two primary properties in Phoenix, Arizona. The ideal candidate will have strong communication skills, a deep understanding of household management, and the ability to ensure that each property is meticulously...

  • Bank Security Officer

    3 weeks ago


    Simi Valley, United States Allied Universal® Full time

    Job DescriptionAllied Universal®, North America’s leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we serve. We offer medical, dental and...


  • Simi Valley, United States Allied Universal® Full time

    Job DescriptionAllied Universal®, North America’s leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we serve. We offer medical, dental and...


  • Paradise Valley, AZ, United States Gulfstream Aerospace Corporation Full time

    Real Estate Project Manager II - Mesa, AZ in  GAC Mesa Unique Skills: Experience in facility maintenance required Knowledge of HVAC, plumbing, and electrical systems preferred     Education and Experience Requirements Bachelor's Degree in related field or equivalent combination of education and experience sufficient to successfully...

  • Senior Tax Manager

    4 weeks ago


    Valley Forge, Pennsylvania, United States CyberCoders Full time

    We are seeking a highly skilled Tax Manager / Senior Tax Manager to join our team. As a key member of our Tax division, you will be responsible for reviewing and managing tax returns, extensions, and tax planning calculations for high net worth individuals, pass-through entities, and real estate clients. Your expertise in individual tax compliance, planning,...


  • Spring Valley, New York, United States GateSource HR Full time

    About UsGateSource HR is a national real estate powerhouse based in the heart of New York. Our client is seeking an accomplished and forward-thinking Chief Financial Officer to steer their financial strategy, propel growth, and contribute to sustained success.Job SummaryWe are looking for a tactical financial leader with enthusiasm for real estate and the...

  • Security Officer

    4 weeks ago


    Valley, Alabama, United States Allied Universal® Full time

    Job OverviewAllied Universal, a leading security and facility services company, offers a rewarding career as a Security Guard. In this role, you will serve and safeguard clients in various industries, including Commercial Real Estate, Healthcare, Education, and Government.As a Security Officer, you will be responsible for providing customer service to...


  • Fountain Valley, United States InterSolutions, LLC Full time

    InterSolutions is a full-service recruiting agency specializing in the property management industry. At InterSolutions, we are dedicated to finding the best permanent fit for our customers, and the best job searching experience for our candidates to land their dream job!We are currently searching for a direct hire Assistant Property Manager for a portfolio...

  • Property Manager

    1 month ago


    Fountain Valley, United States InterSolutions, LLC Full time

    InterSolutions is a full-service recruiting agency specializing in the property management industry. At InterSolutions, we are dedicated to finding the best permanent fit for our customers, and the best job searching experience for our candidates to land their dream job!We are currently searching for a direct hire Property Manager for a portfolio of 250...


  • Fountain Valley, United States InterSolutions, LLC Full time

    InterSolutions is a full-service recruiting agency specializing in the property management industry. At InterSolutions, we are dedicated to finding the best permanent fit for our customers, and the best job searching experience for our candidates to land their dream job!We are currently searching for a direct hire Assistant Property Manager for a portfolio...

  • Wealth Manager

    3 days ago


    Center Valley, United States MassMutual Eastern Pennsylvania Full time

    MassMutual, Eastern PA -Financial Planner / Wealth ManagerAs a financial professional with MassMutual, Eastern PA you will guide individuals, families, and businesses into the financial future they desire by utilizing our expansive financial product lines. You will be given the flexibility to build your practice while receiving support and guidance from our...


  • Central Valley, New York, United States Stealth Recruiting Services Full time

    Job DescriptionJob DescriptionA Senior Accountant's main task is to keep financial records up to date and ensure accurate application of a company's monetary policies. On a day-to-day basis, a Senior Accountant also compiles financial reports, provides analysis and offers financial advice to senior members of the company.Client is a highly reputable and...


  • Spring Valley, Nevada, United States Trajan Wealth LLC Full time

    Job Opportunity at Trajan Wealth LLCAt Trajan Wealth LLC, we are seeking a seasoned Financial Advisor to join our team. As one of the fastest-growing Registered Investment Advisor (RIA) firms in the nation, we are expanding our footprint into the Las Vegas area.We pride ourselves on our commitment to excellence and fiduciary responsibility. Our integrated...

  • Security Officer

    4 weeks ago


    Valley Stream, New York, United States Allied Universal® Full time

    Job OverviewAllied Universal is a leading security and facility services company that offers rewarding careers with a sense of purpose. As a Security Officer, you will be part of a dynamic and inclusive team that serves a diverse range of industries, including Commercial Real Estate, Healthcare, Education, and Government.ResponsibilitiesProvide exceptional...