Experienced Paralegal

4 days ago


Irvine, California, United States Jobot Full time
Estate Planning Role
We are seeking an experienced paralegal to assist in all aspects of estate planning, including drafting and execution of wills, trusts, and other estate planning documents. The ideal candidate will possess excellent written and verbal communication skills, with the ability to explain complex legal concepts in a clear, understandable manner. Key responsibilities include:
  1. Assist in drafting and executing wills, trusts, and other estate planning documents.
  2. Utilize wealthdocs software to manage and maintain accurate records of all estate planning documents.
  3. Conduct comprehensive legal research and analysis on various estate planning matters.
  4. Collaborate with attorneys and other paralegals to ensure all estate planning documents are accurate and comply with state and federal laws.
  5. Provide exceptional client service by answering queries, providing updates, and explaining complex legal matters in a clear, understandable manner.

Essential Qualifications
The successful candidate will possess a minimum of 3+ years of experience as a paralegal, preferably in estate planning. Additionally, proficiency in drafting legal documents and utilizing wealthdocs software is required. A strong knowledge of estate planning laws and regulations, excellent written and verbal communication skills, and exceptional organizational skills and attention to detail are also essential. Certification from an ABA-approved paralegal certification program is preferred.

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