Estate Planning Assistant

1 week ago


Newport Beach, United States Meier Law Firm Full time
About the Role

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.
Requirements
  • Bachelor's or Associate's Degree from an accredited institution.
  • Proficiency in Microsoft Office and Google Gsuite.
  • Excellent communication skills.
About the Meier Law Firm

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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