Estate Planning Paralegal Professional

6 days ago


Newport Beach, United States Meier Law Firm Full time
Job Title

Estate Planning Paralegal Professional

About the Role

We are seeking a seasoned and detail-oriented estate planning paralegal to join our team. As an estate planning paralegal, you will work closely with our attorneys on estate planning, probate, and trust administration.

Responsibilities
  • Draft complex estate planning documents using Wealth Counsel and Elder Counsel software
  • Manage probate cases from start to finish, including preparing and filing petitions
  • Prepare trust administration documents, such as beneficiary notifications, real property transfer documents, and distribution agreements
  • Communicate with clients and institutions on behalf of successor trustees
  • Ensure a smooth and exceptional client experience throughout the estate planning process
Requirements
  • At least 5 years of experience as an estate planning paralegal
  • Proficient in Wealth Counsel and Elder Counsel drafting software
  • Excellent organizational skills and the ability to manage multiple cases independently
  • Strong communication skills with a client-first mentality
  • A commitment to integrity, confidentiality, and delivering outstanding service
Compensation

The salary range for this position is $65,000 - $85,000 per year, depending on experience.

About Us

The Meier Law Firm is a Newport Beach-based estate planning law firm dedicated to helping California families prepare for and navigate major life events with compassion and care. Our services include general estate planning, advanced tax planning, asset protection, elder law, special needs/limited conservatorships, probate, and trust administration.



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