Estate Planning Paralegal

4 weeks ago


Newport Beach, California, United States Jobot Full time
Job Summary

We are seeking a highly skilled and experienced Paralegal to join our team at Orange Country Estate Planning firm. As a Paralegal, you will play a critical role in supporting our attorneys in the preparation and execution of estate planning documents, including wills, trusts, and ancillary documents.

Key Responsibilities
  • Assist attorneys in the preparation and execution of estate planning documents, including wills, trusts, and ancillary documents.
  • Conduct research and gather information to support the preparation of estate planning documents.
  • Review and analyze estate planning documents for accuracy and completeness.
  • Prepare and maintain accurate and detailed records of estate planning documents and client interactions.
  • Provide exceptional customer service to clients and stakeholders, responding to inquiries and resolving issues in a timely and professional manner.
  • Collaborate with attorneys and other team members to ensure seamless execution of estate planning services.
Requirements
  • Minimum of 3 years of experience as a paralegal, preferably in the area of estate planning.
  • Comprehensive understanding of estate planning, wills, trusts, ancillary documents, probates, trust administrations, and conservatorships.
  • Exceptional attention to detail and ability to manage multiple tasks simultaneously.
  • Excellent communication skills, both written and verbal, with ability to liaise effectively with clients and other stakeholders.
  • Strong research skills, with ability to gather and analyze information effectively.
  • Proficiency in using legal software and other standard office software, such as Microsoft Office.
  • Paralegal certificate from an ABA-approved program is preferred.
What We Offer
  • Competitive salary range of $65,000 - $80,000 per year.
  • Medical benefits.
  • 401k.
  • PTO.
  • Opportunity to work with a dynamic and growing firm in the estate planning industry.


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