Estate Planning Legal Coordinator

2 days ago


Irvine, California, United States Jobot Full time
About the Role: We are seeking an experienced Estate Planning Legal Coordinator to join our team at Jobot. As a key member of our estate planning team, you will be responsible for coordinating estate planning activities, conducting research, and providing exceptional client service. This is a fantastic opportunity to work with a reputable firm and advance your career in estate planning. If you are a motivated and organized individual with excellent communication skills, we encourage you to apply.

Key Responsibilities: Coordinate estate planning activities, including scheduling appointments and preparing documents. Conduct thorough research on estate planning laws and regulations. Utilize wealthdocs software to manage and maintain accurate records of all estate planning documents. Collaborate with attorneys and other paralegals to ensure all estate planning documents are accurate and compliant with state and federal laws. Provide exceptional client service by answering queries, providing updates, and explaining complex legal matters in a clear and understandable manner.

What We Offer: Competitive salary range of $60,000 - $80,000 per year, depending on experience. Opportunities for professional growth and development. Collaborative and dynamic work environment. Flexible working hours and remote work options.

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