Estate Planning Assistant
1 week ago
We are seeking a highly organized and detail-oriented Estate Planning Assistant to join our team at the Meier Law Firm. As an Estate Planning Assistant, you will provide clerical support to our Paralegal and Attorneys, assisting with data entry, preparing letters and instructions to clients, and communicating with clients to collect important information.
Responsibilities- Assist with data entry in our legal drafting system.
- Prepare letters and instructions to clients regarding their estate plans, trust administration, or probate matters.
- Communicate with clients to collect important information.
- Assist with preparing legal documents.
- Participate in team meetings, systemization efforts, growth efforts, and data tracking.
- Bachelor's or Associate's Degree from an accredited institution.
- Proficiency in Microsoft Office and Google Gsuite.
- Excellent communication skills.
The Meier Law Firm is a Newport Beach estate planning law firm located in Fashion Island that helps California families at every stage of life 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. We do not provide litigation services.
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Estate Planning Assistant
1 week ago
Newport Beach, California, United States Meier Law Firm Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Legal Assistant to provide clerical support to our Paralegal and Attorneys. This individual will play a crucial role in helping prepare components of clients' estate plans under the direct supervision of the supervising attorney and paralegal.Key ResponsibilitiesAssist with data entry in our...
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Estate Planning Counsel
1 month ago
Newport Beach, United States Royalty Hospitality Staffing Full timeElevate Your Career in Trust and Estates LawDynamic small firm atmospherePerformance-based salary increases and bonusesOpportunities for career advancementModern office with impressive viewsAttractive compensation and benefits packageCore Responsibilities:Estate Planning:Develop tailored estate strategies, including wills and trusts, to meet client...
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Estate Planning Attorney
4 days ago
Newport Beach, United States Meier Law Firm Full timeJob OpportunityThe Meier Law Firm is seeking a highly skilled and experienced estate planning attorney to join our team. As a key member of our leadership team, you will be responsible for providing exceptional legal services to our clients with compassion and care.Responsibilities:Conduct in-person planning sessions for potential clients and determine legal...
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Estate Planning Counsel
1 month ago
Newport Beach, United States Royalty Hospitality Staffing Full timeAbout the RoleWe are seeking a dedicated legal professional to join our esteemed firm, specializing in trust and estate law. Our environment fosters growth and innovation, providing a platform for your expertise to shine.Supportive small firm cultureStructured salary growth and performance-based bonusesOpportunities for career advancementModern office space...
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Estate Planning Attorney
2 weeks ago
Newport Beach, California, United States Jobot Full timeJob SummaryThis role involves working closely with clients to design comprehensive estate plans that protect their assets, minimize tax liabilities, and ensure smooth transitions for future generations.Key ResponsibilitiesAssist clients in trust administration, ensuring compliance with California laws and handling all necessary documentation.Provide expert...
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Estate Planning Attorney
4 weeks ago
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Estate Planning Attorney
4 weeks ago
newport beach, United States Finn Legal Group, APC Full timeCompany Description Finn Legal Group, APC, located in Newport Beach, CA, specializes in protecting assets, creating customized estate plans, supporting trust administration and probate, and planning business succession. Estate plans are tailored to individual needs as we believe in personalized solutions over one-size-fits-all approaches. Role Description...
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Estate Planning Attorney
4 weeks ago
Newport Beach, United States Finn Legal Group, APC Full timeCompany Description Finn Legal Group, APC, located in Newport Beach, CA, specializes in protecting assets, creating customized estate plans, supporting trust administration and probate, and planning business succession. Estate plans are tailored to individual needs as we believe in personalized solutions over one-size-fits-all approaches. Role Description ...
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Estate Planning Attorney
4 weeks ago
Newport Beach, United States Finn Legal Group, APC Full timeCompany Description Finn Legal Group, APC, located in Newport Beach, CA, specializes in protecting assets, creating customized estate plans, supporting trust administration and probate, and planning business succession. Estate plans are tailored to individual needs as we believe in personalized solutions over one-size-fits-all approaches. Role Description...
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Estate Planning Attorney
4 weeks ago
newport beach, United States Finn Legal Group, APC Full timeCompany Description Finn Legal Group, APC, located in Newport Beach, CA, specializes in protecting assets, creating customized estate plans, supporting trust administration and probate, and planning business succession. Estate plans are tailored to individual needs as we believe in personalized solutions over one-size-fits-all approaches. Role Description...
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Estate Planning Attorney
1 week ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning AttorneyJobot is seeking an experienced Estate Planning Attorney to join our team. As an Estate Planning Attorney, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.Responsibilities:Develop and implement estate plans, including...
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Estate Planning Attorney
2 weeks ago
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Estate Planning Attorney
4 days ago
Newport Beach, United States Jobot Full timeJob OpportunitySouthern California-based law firm seeks an experienced Estate Planning Attorney to join their team. As a full-service firm, they provide transactional and litigation services across various practice areas.About the RoleProvide comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation...
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Estate Planning Attorney
2 weeks ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning/Tax AttorneyAbout the Role:We are seeking a highly skilled and experienced Estate Planning/Tax Attorney to join our team at Jobot. As a key member of our team, you will be responsible for providing top-notch legal services to our clients, including estate planning, trust administration, probate, and...
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Estate Planning Attorney
2 weeks ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning/Tax AttorneyAbout the Role:We are seeking a highly skilled and experienced Estate Planning/Tax Attorney to join our team at Jobot. As a key member of our team, you will be responsible for providing top-notch legal services to our clients, including estate planning, trust administration, probate, and...
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Estate Planning Attorney
2 weeks ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning AttorneyAbout the Role:We are seeking an experienced Estate Planning Attorney to join our team at Jobot. As an Estate Planning Attorney, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.Responsibilities:Develop and implement...
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Estate Planning Attorney
1 week ago
Newport Beach, United States Jobot Full timeJob OpportunityWe are seeking an experienced Estate Planning Attorney to join our team at Jobot. As a key member of our team, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.Responsibilities:Develop and implement estate plans, including drafting and...
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Estate Planning Attorney
14 hours ago
Newport Beach, California, United States Jobot Full timeAbout the RoleWe are seeking an experienced Estate Planning Attorney to join our team at Jobot. As a key member of our legal team, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.ResponsibilitiesDevelop and implement estate plans, including drafting and...
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Estate Planning Attorney
1 week ago
Newport Beach, California, United States Ferruzzo and Ferruzzo, LLP Full timeJob OpportunityFerruzzo & Ferruzzo, LLP is seeking an experienced Estate Planning / Trust Administration Attorney to join our team. As a dynamic and entrepreneurial individual, you will have the opportunity to grow and potentially become a partner in our firm.We are looking for a candidate with six (6) to twelve (12) years of experience in estate planning...
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Estate Planning Attorney
3 weeks ago
Newport Beach, California, United States Jobot Full timeAbout the RoleWe are seeking an experienced Estate Planning Attorney to join our team at Jobot. As a key member of our legal team, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.ResponsibilitiesDevelop and implement estate plans, including drafting and...