Trusts and Estates Legal Assistant

2 weeks ago


Irvine, California, United States Jobot Full time

Leading firm specializing in legal solutions for estate planning, tax, and charitable endeavors
This Jobot Job is hosted by: Mallory Calloway

Salary:
$60,000 - $82,000 per year

About Us:
We are a prominent firm providing expert legal services in the realms of estate planning, tax law, and charitable contributions.

Benefits of Joining Us:
Medical Benefits
401k with 4% match

Paid Time Off:
Competitive compensation

Position Overview:

Key Responsibilities:

  • Support all facets of estate planning, including the preparation and implementation of wills and trusts, demonstrating exceptional drafting skills.
  • Employ wealthdocs software to accurately manage and maintain all estate planning documentation.
  • Perform thorough legal research and analysis on diverse estate planning issues.
  • Work collaboratively with attorneys and fellow paralegals to ensure the precision and compliance of all estate planning documents with applicable laws.
  • Deliver outstanding client service by addressing inquiries, providing updates, and clarifying complex legal matters in an accessible manner.

Qualifications:

  • At least 3 years of experience as a paralegal, ideally in estate planning.
  • Expertise in drafting legal documents and proficiency with wealthdocs software.
  • Strong understanding of estate planning laws and regulations.
  • Excellent written and verbal communication skills, capable of simplifying complex legal concepts.
  • Outstanding organizational abilities and meticulous attention to detail.
  • Ability to thrive under pressure and meet stringent deadlines.
  • A comprehensive understanding of the medical sector and the specific estate planning requirements of clients in this industry.
  • A degree in law, paralegal studies, or a related discipline is preferred.
  • Certification from an ABA-approved paralegal program is advantageous.


  • Irvine, California, United States Jobot Full time

    Job Summary:Orange county real estate firm is seeking a highly skilled and experienced Trust and Estates Attorney to join our dynamic team. As a Trust and Estates Attorney, you will play a crucial role in providing legal advice and services to our clients. This role requires a deep understanding of estate planning, trust administration, and tax law, with an...


  • Irvine, California, United States Jobot Full time

    Job Title: Trust and Estates AttorneyOrange County Real Estate Firm is seeking a highly skilled and experienced Trust and Estates Attorney to join our dynamic team.About the Role:This is a full-time position that will play a crucial role in providing legal advice and services to our clients. The ideal candidate will have a strong background in tax law and a...


  • Irvine, California, United States Jobot Full time

    Job OverviewWe are seeking a highly skilled and experienced Trust and Estates Attorney to join our dynamic team at Jobot. This is a full-time position that will play a crucial role in providing legal advice and services to our clients.Key ResponsibilitiesProvide expert legal advice and services to clients in the areas of estate planning, trust...


  • Irvine, California, United States U.S. Bank Full time

    Job SummaryWe are seeking a highly skilled Trust and Probate Specialist to join our team at U.S. Bank. As a key member of our fiduciary services team, you will be responsible for reviewing and interpreting trust agreements, wills, and other estate planning documents.Key ResponsibilitiesCoordinate information between clients, external attorneys, and internal...


  • Irvine, California, United States U.S. Bank Full time

    Job SummaryU.S. Bank is seeking a Trust and Estate Specialist to join our team. As a key member of our fiduciary services team, you will be responsible for reviewing and interpreting trust agreements, wills, and other estate planning documents. You will also coordinate information between clients, external attorneys, and internal specialists to ensure...


  • Irvine, California, United States Lexitas Legal Talent Outsourcing Full time

    We are seeking a skilled Estate Planning Attorney to join our team at Lexitas Legal Talent Outsourcing. The ideal candidate will have a strong understanding of Florida law and experience in drafting and revising forms related to trusts and estates. The attorney will work on a part-time, remote basis, providing practical guidance on probate, fiduciary...


  • Irvine, California, United States Jobot Full time

    About Our FirmWelcome to Jobot, a distinguished law firm dedicated to providing exceptional legal services to clients across various industries and practice areas. With a wide range of expertise, our highly reputable firm is committed to delivering personalized attention and tailored solutions to meet the unique needs of each client.Our MissionWe take great...


  • Irvine, California, United States Jobot Full time

    About the RoleWe're seeking an experienced Estate Planning and Trust Administration Attorney to join our team at Jobot. As a key member of our team, you will work closely with our leading expert, Charlotte, to provide exceptional support to clients in estate planning, trust administration, and probate law.ResponsibilitiesAssist with estate planning, trust...


  • Irvine, California, United States Jobot Full time

    About the RoleWe're seeking an experienced Estate Planning and Trust Administration Attorney to join our team at Jobot. As a key member of our team, you'll work closely with our leading expert, Charlotte, to provide exceptional support to clients in estate planning, trust administration, and probate law.Key ResponsibilitiesAssist with estate planning, trust...


  • Irvine, California, United States Jobot Full time

    About Our FirmAt Jobot, we pride ourselves on delivering exceptional legal services to clients across various industries and practice areas.Our team of experienced attorneys and dedicated staff are committed to providing personalized attention and tailored solutions to meet the unique needs of each client.We take great pride in upholding the highest ethical...


  • Irvine, California, United States Jobot Full time

    Job OpportunityWe are seeking a highly skilled Tax Partner with expertise in Estate and Trust taxation to join our team.About the RoleAs an Estate and Trust Tax Partner, you will be responsible for providing expert advice on estate planning, gift tax, and fiduciary matters to our clients.Key ResponsibilitiesOversee and manage a diverse portfolio of clients,...


  • Irvine, California, United States Jobot Full time

    Trust and Estates Attorney PositionJobot, a reputable firm in the legal sector, is seeking a Trust and Estates Attorney to enhance their team. This full-time role necessitates a minimum of 5 years of expertise in estate planning with a strong emphasis on tax law.Key Responsibilities:Deliver legal counsel and services concerning estate planning, trust...


  • Irvine, California, United States Ascendion Full time

    Job Title: Estate Planning AttorneyAscendion is seeking a highly skilled Estate Planning Attorney to join our team. As an Estate Planning Attorney, you will be responsible for conducting in-person planning sessions, designing and overseeing the implementation of estate plans, and representing clients in non-contested conservatorship and trust modification...


  • Irvine, California, United States Ascendion Full time

    About the RoleAscendion is seeking a highly skilled Estate Planning Attorney to join our team. As a key member of our legal team, you will be responsible for providing expert guidance and support to our clients in navigating the complexities of estate planning.Key ResponsibilitiesConduct in-depth planning sessions with clients to assess their estate planning...


  • Irvine, California, United States Jobot Full time

    About the RoleWe are seeking a highly skilled Tax Partner with expertise in Trust and Estate matters to join our growing firm.Key ResponsibilitiesOversee and manage a diverse portfolio of clients, providing expert advice on estate planning, gift tax, and fiduciary matters.Develop and implement tax planning strategies to optimize clients' financial...


  • Irvine, California, United States Jobot Full time

    About the RoleFirm providing legal services in the areas of charitable planning, tax, estate, and more is seeking a skilled Paralegal to join their team.ResponsibilitiesAssist in all aspects of estate planning, including drafting and executing wills, trusts, and other documents.Utilize wealthdocs software to manage and maintain accurate records of estate...


  • Irvine, California, United States Jobot Full time

    About the Role:This is an exciting opportunity to join Jobot as an Estate Planning Paralegal. As a key member of our team, you will be responsible for assisting in all aspects of estate planning, including drafting and executing wills, trusts, and other legal documents. You will also be working closely with attorneys and other paralegals to ensure that all...


  • Irvine, California, United States Jobot Full time

    About the RoleFirm providing legal services in the areas of charitable planning, tax, estate, and more seeks a skilled Estate Planning Paralegal to join their team.ResponsibilitiesAssist in all aspects of estate planning, including drafting and executing wills, trusts, and other documents.Utilize wealthdocs software to manage and maintain accurate records of...


  • Irvine, California, United States Jobot Full time

    About the RoleFirm providing legal services in the areas of charitable planning, tax, estate, and more.Job DetailsResponsibilities:Assist in all aspects of estate planning, including drafting and execution of wills, trusts, and other estate planning documents.Utilize wealthdocs software to manage and maintain accurate records of all estate planning...


  • Irvine, California, United States Jobot Full time

    About the JobFirm providing legal services in the areas of charitable planning, tax, estate, and more. We are seeking a highly skilled and experienced paralegal to join our team as an Estate Planning Paralegal. The ideal candidate will have a strong background in estate planning, excellent drafting skills, and the ability to work well under...