Estate Planning Paralegal Specialist

1 week ago


Newport Beach, California, United States Jobot Full time
Job Summary: We are seeking a skilled Paralegal to join our team at Jobot Consulting. The ideal candidate will have a minimum of 3 years of experience in estate planning and administration, with a comprehensive understanding of estate planning, wills, trusts, and ancillary documents.

Key Responsibilities:

* Assist in the preparation and review of estate planning documents, including wills, trusts, and powers of attorney.
* Conduct research and gather information to support estate planning and administration.
* Liaise with clients and other stakeholders to ensure effective communication and collaboration.
* Manage multiple tasks simultaneously and maintain attention to detail.

Requirements:

* A minimum of 3 years of experience as a paralegal, preferably in estate planning and administration.
* A paralegal certificate from an ABA-approved program is preferred.
* Excellent communication and research skills, with the ability to work effectively in a team environment.
* Proficiency in using legal software and other standard office software, such as Microsoft Office.

About Us:

Jobot Consulting is a leading provider of estate planning and administration services. We are committed to delivering exceptional results and building long-term relationships with our clients.

If you are a motivated and experienced Paralegal looking for a new challenge, please apply now to join our team.

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