Estate Planning Paralegal
18 hours ago
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.
- 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.
- 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.
-
Estate Planning Paralegal Specialist
19 hours ago
Newport Beach, California, United States Jobot Full timeOrange County Estate Planning Firm**About Us**We are a leading Orange County Estate Planning firm, serving multiple areas with onsite services. Our team is dedicated to providing exceptional support to our clients and stakeholders.**Why Choose Us?**We offer a comprehensive benefits package, including medical benefits, 401k, PTO, and competitive pay. Our team...
-
Estate Planning Assistant
3 weeks ago
Newport Beach, California, United States Meier Law Firm Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Legal Assistant to provide clerical support to our Paralegal and Attorneys. This individual will play a crucial role in helping prepare components of clients' estate plans under the direct supervision of the supervising attorney and paralegal.Key ResponsibilitiesAssist with data entry in our...
-
Estate Planning Attorney
15 hours ago
Newport Beach, California, United States Meier Law Firm Full timeJoin Our Team as an Experienced Estate Planning AttorneyWe are seeking a highly skilled and knowledgeable estate planning attorney to join our team at the Meier Law Firm. As a key member of our leadership team, you will be responsible for providing exceptional legal services to our clients, ensuring their estate planning needs are met with compassion and...
-
Trusts and Estates Planning Specialist
1 day ago
Newport Beach, California, United States Falcon Rappaport and Berkman LLP Full timeFalcon Rappaport & Berkman LLP: A Leading Law Firm in Estate Planning and AdministrationWe are seeking a highly skilled Trust and Estates Planning Associate to join our team. As a rapidly growing law firm, we specialize in Real Estate, Estate Planning and Administration, Taxation, and Corporate matters.Key Responsibilities:Manage all stages of estate...
-
Trusts and Estates Planning Specialist
3 weeks ago
Newport Beach, California, United States Falcon Rappaport & Berkman Full timeJob OpportunityFalcon Rappaport & Berkman is a rapidly growing law firm seeking a skilled Trusts and Estates Planning Associate to join our team.Key ResponsibilitiesManage all stages of estate planning and trust administration, ensuring seamless execution and compliance.Develop and maintain strong relationships with clients, providing exceptional service and...
-
Estate Planning Assistant
4 weeks ago
Redondo Beach, California, United States St. Clair Law Full timeWe are seeking a detail-oriented and organized Paralegal to join our team at St. Clair Law in the South Bay. As a key member of our estate planning team, you will be responsible for collecting and organizing documents and information from various cases. Your excellent communication skills will enable you to effectively relay messages between teams and keep...
-
Estate Planning Associate
2 weeks ago
Redondo Beach, California, United States St. Clair Law Full timeWe are seeking a detail-oriented and organized Paralegal to join our team at St. Clair Law in the South Bay. As a key member of our estate planning department, you will be responsible for collecting and organizing documents and information from various cases. Your excellent communication skills will enable you to effectively relay messages between teams and...
-
Estate Planning Attorney
2 weeks ago
Newport Beach, California, United States Law Office of Susan A. Katzen Full timeJob Title: Trusts, EstatesWe are seeking a highly skilled and experienced Associate Attorney to join our team at the Law Office of Susan A. Katzen. As a key member of our Estate Planning and Trust Administration department, you will be responsible for providing exceptional legal services to our clients.Responsibilities:Draft, review, and edit various legal...
-
Estate Planning Associate
12 hours ago
Redondo Beach, California, United States St. Clair Law Full timeWe are seeking a detail-oriented and organized individual to join our team at St. Clair Law as a Paralegal. The ideal candidate will be responsible for managing case files, drafting legal documents, and facilitating communication between attorneys and clients.Key Responsibilities:Review and draft routine legal documents, including wills, trusts, and powers...
-
Estate Planning Attorney
2 days ago
Newport Beach, California, United States Law Office of Susan A. Katzen Full timeJob Title: Associate Attorney - Estate PlanningWe are seeking a highly skilled and experienced Associate Attorney to join our team at the Law Office of Susan A. Katzen. As an Associate Attorney, you will be responsible for managing trust administrations, probate cases, and conservatorship cases from beginning to end.Responsibilities:Draft, review, and edit...
-
Estate Planning Associate
1 month ago
Redondo Beach, California, United States St. Clair Law Full timeWe are seeking a detail-oriented and organized individual to join our estate planning team at St. Clair Law in the South Bay. As a key member of our team, you will be responsible for managing case files, drafting legal documents, and facilitating communication between attorneys and clients.Key Responsibilities:Review and draft routine legal documents,...
-
Estate Planning Attorney
3 weeks ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning AttorneyJobot is seeking an experienced Estate Planning Attorney to join our team. As an Estate Planning Attorney, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.Responsibilities:Develop and implement estate plans, including...
-
Estate Planning Attorney
4 weeks ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning/Tax AttorneyAbout the Role:We are seeking a highly skilled and experienced Estate Planning/Tax Attorney to join our team at Jobot. As a key member of our team, you will be responsible for providing top-notch legal services to our clients, including estate planning, trust administration, probate, and...
-
Estate Planning Attorney
5 hours ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning/Tax AttorneyAre you a dedicated and detail-oriented attorney with a passion for estate planning? We are seeking a skilled professional to join our team at Jobot.About the Role:Provide top-notch estate planning services to high net-worth clients and everyday families.Develop and implement comprehensive estate plans, including...
-
Estate Planning Attorney
4 weeks ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning/Tax AttorneyAbout the Role:We are seeking a highly skilled and experienced Estate Planning/Tax Attorney to join our team at Jobot. As a key member of our team, you will be responsible for providing top-notch legal services to our clients, including estate planning, trust administration, probate, and...
-
Estate Planning Attorney
4 weeks ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning/Tax AttorneyAbout the Role:We are seeking a highly skilled and experienced Estate Planning/Tax Attorney to join our team at Jobot. As a key member of our team, you will be responsible for providing top-notch legal services to our clients, including estate planning, trust administration, probate, and...
-
Estate Planning Attorney
4 weeks ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning AttorneyAbout the Role:We are seeking an experienced Estate Planning Attorney to join our team at Jobot. As an Estate Planning Attorney, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.Responsibilities:Develop and implement...
-
Estate Planning Attorney
2 weeks ago
Newport Beach, California, United States Jobot Full timeAbout the RoleWe are seeking an experienced Estate Planning Attorney to join our team at Jobot. As a key member of our legal team, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.ResponsibilitiesDevelop and implement estate plans, including drafting and...
-
Estate Planning Attorney
4 days ago
Newport Beach, California, United States Jobot Full timeAbout the RoleWe are seeking an experienced Estate Planning Attorney to join our team at Jobot. As a key member of our legal team, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.ResponsibilitiesDevelop and implement estate plans, including drafting and...
-
Estate Planning Attorney
4 weeks ago
Newport Beach, California, United States Jobot Full timeAbout the RoleWe are seeking an experienced Estate Planning Attorney to join our team at Jobot. As a key member of our legal team, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.ResponsibilitiesDevelop and implement estate plans, including drafting and...