Estate Planning Paralegal
4 weeks 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.
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Estate Planning Paralegal Specialist
4 weeks ago
Newport Beach, California, United States Jobot Full timeJob Summary: We are seeking a skilled Paralegal to join our team at Jobot Consulting. The ideal candidate will have a minimum of 3 years of experience in estate planning and administration, with a comprehensive understanding of estate planning, wills, trusts, and ancillary documents.Key Responsibilities:* Assist in the preparation and review of estate...
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Estate Planning Paralegal Specialist
3 weeks ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning ParalegalAt Jobot, we are seeking a skilled Paralegal to join our team in the area of Estate Planning and Administration. The ideal candidate will have a minimum of 3 years of experience as a paralegal, preferably in the field of estate planning.Key Responsibilities:Provide exceptional support to attorneys and clients in the...
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Estate Planning Paralegal Specialist
2 weeks ago
Newport Beach, California, United States Finn Legal Group, APC Full timeAbout the RoleAt Finn Legal Group, APC, we are seeking a highly skilled and experienced Estate Planning Paralegal to join our team. As a key member of our team, you will be responsible for supporting attorneys in preparing estate plans, managing probate processes, and administering trusts.Key ResponsibilitiesAssist attorneys in drafting, reviewing, and...
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Estate Planning Paralegal Specialist
3 weeks ago
Newport Beach, California, United States Finn Legal Group, APC Full timeAbout UsFinn Legal Group, APC is a leading law firm specializing in estate planning, probate, and trust administration. We are dedicated to protecting our clients' assets and creating customized estate plans that meet their unique needs.Position OverviewWe are seeking a highly skilled Estate Planning Paralegal to join our team. The ideal candidate will have...
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Estate Planning Paralegal Specialist
4 weeks 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...
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Estate Planning Attorney
4 weeks 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...
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Trusts and Estates Planning Specialist
4 weeks 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...
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Estate Planning Associate
4 weeks 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...
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Estate Planning Attorney
4 weeks 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...
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Estate Planning Assistant
3 weeks 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 an Estate Planning Assistant. The ideal candidate will be responsible for the collection and organization of documents and information from various cases at the firm.ResponsibilitiesReview and draft routine legal documents in estate planningCreate and maintain case...
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Estate Planning Attorney
3 weeks ago
Newport Beach, California, United States Law Office of Susan A. Katzen Full timeJob SummaryWe are seeking a highly skilled Associate Attorney to join our team at the Law Office of Susan A. Katzen. As a key member of our team, you will be responsible for drafting, reviewing, and editing various legal documents related to Probate Law, including Accounting Petitions, Petitions for Instructions, and Conservatorship Petitions.Key...
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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 Estate Planning/Tax Attorney to join our team at Jobot. As an Estate Planning/Tax Attorney, you will be responsible for providing top-notch legal services to our clients, including estate planning, trust administration, probate, and drafting.Responsibilities:* Provide...
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Estate Planning Attorney
3 weeks ago
Newport Beach, California, United States Jobot Full timeSouthern California full service firm is seeking a highly skilled Estate Planning Attorney to join our dynamic team. As a key member of our team, you will provide comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies. Your expertise will be invaluable in developing and implementing estate plans,...
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Estate Planning Attorney
4 weeks ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning AttorneyAbout the Role:Jobot 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:1. Provide legal advice to...
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Estate Planning Attorney
4 weeks ago
Newport Beach, California, United States Jobot Full timeAbout 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: Provide legal advice to clients on estate planning, wills,...
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Estate Planning Attorney
4 weeks 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...
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Estate Planning Attorney
2 months 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...
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Estate Planning Attorney
1 month 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...
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Estate Planning Attorney
1 month 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...
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Trust Administration Paralegal
4 weeks ago
Newport Beach, California, United States Soto Law Group, APC Full timeTrust Administration Paralegal OpportunityThe Soto Law Group, APC is seeking an experienced Paralegal to join their Trust Administration team in Newport Beach, CA.This role offers the chance to work closely with a dynamic team of skilled attorneys and paralegals in providing comprehensive legal services for trust administration, probate, and trust litigation...