Paralegal Specialist

6 days ago


Irvine, California, United States Jobot Full time
Wealth Management Paralegal
Firm providing legal services in areas including charitable planning, tax, estate, etc. is looking for an experienced Paralegal - Estate Planning Law.

About the Opportunity:
This is a full-time role with a competitive salary of approximately $62,000 per year, based on experience. The successful candidate will have a strong background in estate planning and excellent written and verbal communication skills.

Responsibilities:
* Draft and execute estate planning documents, including wills, trusts, and powers of attorney
* Conduct thorough research and analysis on estate planning matters
* Work closely with attorneys and other paralegals to ensure compliance with state and federal laws
* Communicate effectively with clients to provide expert advice and guidance

Requirements:
* A minimum of 3+ years of experience as a paralegal in estate planning
* Proficiency in using wealthdocs software
* Strong knowledge of estate planning laws and regulations

What We Offer:
* Competitive salary and medical benefits
* Opportunities for career advancement and professional growth


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