Estate Planning Law Specialist

2 days ago


Irvine, California, United States Jobot Full time

Firm Overview

Jobot is a leading law firm providing legal services in the areas of charitable planning, tax, estate, and more.

We are seeking a highly skilled Estate Planning Law Specialist to join our team.

The ideal candidate will have a minimum of 3+ years of experience as a paralegal, preferably in estate planning, with proficiency in drafting legal documents and utilizing wealthdocs software.

Salary: $65,000 - $85,000 per year

Job Description

We are looking for a talented Senior Paralegal Estate Planning to assist in all aspects of estate planning, including the drafting and execution of wills, trusts, and other complex documents.

The successful candidate will utilize wealthdocs software to manage and maintain accurate records of all estate planning documents.

Responsibilities:

  • Conduct comprehensive legal research and analysis on various estate planning matters
  • Collaborate with attorneys and other paralegals to ensure all estate planning documents are accurate and comply with state and federal laws
  • Provide exceptional client service by answering queries, providing updates, and explaining complex legal matters in a clear, understandable manner

Required Skills and Qualifications:

The ideal candidate will have a degree in law, paralegal studies, or a related field, with strong knowledge of estate planning laws and regulations.

A deep understanding of the medical industry and the unique estate planning needs of clients in this field is also required.

Benefits:

  • Medical Benefits

Others:

Jobot is an equal opportunity employer, committed to diversity and inclusion. We offer a competitive salary and benefits package to the right candidate.



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