Estate Planning Paralegal Specialist

3 days ago


Irvine, California, United States Jobot Full time
About the Role

Firm providing legal services in the areas of charitable planning, tax, estate, and more.

Job Details

Responsibilities:

  • 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 documents.
  • 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.

Qualifications:

  • A minimum of 3+ years of experience as a paralegal, preferably in estate planning.
  • Proficiency in drafting legal documents and utilizing wealthdocs software.
  • Strong knowledge of estate planning laws and regulations.
  • Excellent written and verbal communication skills, with the ability to explain complex legal concepts in a clear, understandable manner.
  • Exceptional organizational skills and attention to detail.
  • Ability to work well under pressure and meet tight deadlines.
  • A deep understanding of the medical industry and the unique estate planning needs of clients in this field.
  • A degree in law, paralegal studies, or a related field is preferred.
  • Certification from an ABA-approved paralegal certification.


  • 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...


  • 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 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

    Job OverviewWe are seeking a highly skilled Estate Planning Paralegal to join our team at Jobot. The ideal candidate will have a strong background in estate planning, excellent drafting skills, and the ability to work well under pressure.ResponsibilitiesAssist in all aspects of estate planning, including the drafting and execution of wills, trusts, and other...


  • 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 Brown & Streza LLP Full time

    About the RoleBrown & Streza LLP is a mid-sized law firm in Orange County that specializes in Business Planning, Estate Planning, Complex Income Tax Planning, Charitable Sector, and Mergers & Acquisitions. We are seeking a detail-oriented paralegal to join our team and work closely with our estate planning attorneys.Key ResponsibilitiesAssist in the initial...


  • Irvine, California, United States Brown & Streza LLP Full time

    About the RoleBrown & Streza LLP, a mid-sized law firm in Orange County, is seeking a detail-oriented paralegal to join our Estate Planning team. As a key member of our team, you will assist our attorneys with fast-paced document-intensive projects and a heavy workload.ResponsibilitiesAssist in the initial drafting of estate planning documents, ensuring...


  • Irvine, California, United States Falcon Rappaport & Berkman LLP Full time

    About Falcon Rappaport & Berkman LLPWe are a full-service law firm that takes a collaborative approach to delivering exceptional results for our clients. Our team of experts is dedicated to providing innovative solutions in various practice areas, including web3, taxation, and more.We prioritize respect, appreciation, and quality of life for our employees,...


  • Irvine, California, United States Falcon Rappaport & Berkman LLP Full time

    About Falcon Rappaport & Berkman LLPWe are a dynamic and rapidly growing law firm that prides itself on an interdisciplinary approach to the practice of law. Our team is composed of thought leaders across various practice areas, including taxation and web3. We bring together experts to achieve extraordinary results that would not be possible at a more...


  • Irvine, California, United States Falcon Rappaport & Berkman LLP Full time

    About Falcon Rappaport & Berkman LLPWe are a dynamic and rapidly growing law firm that takes a unique approach to the practice of law. Our team is composed of thought leaders across various practice areas, including taxation, web3, and more. We bring together experts to achieve extraordinary results that would not be possible at a more specialized firm.At...


  • 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 Boutique Recruiting Full time

    Temporary Paralegal OpportunityWe are seeking a skilled Paralegal to join our team on a contract basis. This is a unique opportunity to gain experience in Estate Planning and work with a leading law firm in Irvine, CA.Key Responsibilities:Draft petitions and letters for probate, administration, and accountingCorrespond and follow up with clients and the...


  • 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 Financial Planning Ministry Full time

    Job OverviewWe are seeking a detail-oriented Estate Planning Coordinator to join our team at Financial Planning Ministry. As a key member of our team, you will be responsible for analyzing estate plan requests, obtaining critical information, and completing various documents with accuracy.Key Responsibilities:Manage a high-volume caseload of requests for new...


  • Irvine, California, United States Jobot Full time

    Job Title: Corporate ParalegalFirm Overview:Jobot is a leading provider of legal services in the areas of charitable planning, tax, estate, and more. We are committed to delivering exceptional results and building long-term relationships with our clients.Job Summary:We are seeking a highly skilled and dynamic Corporate Paralegal to join our legal team. The...


  • Irvine, California, United States Jobot Full time

    Job Title: Corporate ParalegalWe are seeking a highly skilled Corporate Paralegal to join our legal team at Jobot. As a key member of our team, you will play a critical role in supporting our legal operations within the medical industry.Key Responsibilities:Support the legal team in managing real estate transactions, including contract preparation, lease...


  • Irvine, California, United States Financial Planning Ministry Full time

    Job OverviewWe are seeking a detail-oriented Document Preparer to join our team at Financial Planning Ministry. As a key member of our team, you will play a crucial role in analyzing estate plan requests, obtaining critical information, and preparing accurate documents.Key Responsibilities:Manage a high-volume caseload of requests for new documents and...


  • Irvine, California, United States Jobot Full time

    Job Title: Corporate ParalegalWe are seeking a highly skilled Corporate Paralegal to join our legal team at Jobot. This is a permanent role that will be integral in supporting our legal operations within the medical industry.Responsibilities:Support the legal team in managing real estate transactions, including the preparation of contracts, leases, and...


  • Irvine, California, United States Jobot Full time

    Job Title: Corporate ParalegalWe are seeking a highly skilled Corporate Paralegal to join our legal team at Jobot. This is a permanent role that will be integral in supporting our legal operations within the medical industry.Key Responsibilities:Support the legal team in managing real estate transactions, including the preparation of contracts, leases, and...


  • Irvine, California, United States Brown & Streza, LLP Full time

    About Brown & Streza, LLPBrown & Streza, LLP is a mid-sized law firm in Orange County that focuses on Business Planning, Estate Planning, Complex Income Tax Planning, Charitable Sector, and Mergers & Acquisitions. We are seeking a transactional Paralegal to work in our Business Department.Job SummaryThe Paralegal will primarily report to attorneys who...