Estate Planning Paralegal

4 weeks ago

Newport Beach, United States Meier Law Firm Full time
Job DescriptionJob Description

About Us
At Meier Law Firm, we are dedicated to helping families navigate major life events with compassion, care, and expertise. As a highly rated estate planning law firm in Newport Beach, we pride ourselves on delivering personalized, top-tier services to our clients. Our team of 18 works closely together, creating a welcoming, collaborative atmosphere where everyone is valued. We’re seeking a passionate estate planning paralegal to join our growing firm and help us continue delivering exceptional service to our clients.

Why Join Us?

  • Competitive salary with quarterly discretionary bonuses based on key performance indicators
  • Comprehensive benefits package, including medical, dental, vision, life insurance, and retirement
  • Regular firm lunches, Duffy boat outings, weekend retreats, and lots of celebrations
  • A supportive, team-oriented environment where your contributions are recognized and valued
  • Opportunity to make a meaningful impact by helping families protect their assets and loved ones

Who We’re Looking For
We are seeking a warm, skilled, and highly motivated estate planning paralegal with at least 5 years of experience. You’ll work closely with our attorneys on estate planning, probate, trust administration, and conservatorships. You should be independent, detail-oriented, and thrive in a team-based, client-focused environment. Your expertise will help continue the success of our firm, and you’ll have the full support of our dedicated team.

Key Responsibilities

  • Draft wills, trusts, and other estate planning documents using Wealth Counsel and Elder Counsel software
  • Manage probate cases from start to finish, including preparing and filing petitions
  • Prepare trust administration documents, such as beneficiary notifications, real property transfer documents, and distribution agreements
  • Communicate with clients and institutions on behalf of successor trustees
  • Assist with non-contested conservatorships for young adults with special needs
  • Ensure a smooth and exceptional client experience throughout the estate planning process

Qualifications

  • At least 5 years of experience as an estate planning paralegal
  • Proficient in Wealth Counsel and Elder Counsel drafting software
  • Excellent organizational skills and the ability to manage multiple cases independently
  • Strong communication skills with a client-first mentality
  • A commitment to integrity, confidentiality, and delivering outstanding service

How to Apply
If you’re ready to join a team where your work truly makes a difference, please apply by submitting your resume and a personalized cover letter through the platform where you found this ad or by emailing us at office@meierfirm.com. In your cover letter, tell us a little about yourself and why you think you’d be a great fit for the Meier Law Firm.

We respect your confidentiality and will not disclose your application to anyone outside of our hiring team. We look forward to hearing from you

 

Company DescriptionThe 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 our 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.

We have 18 invaluable team members who are intrinsically involved in our operations, growth and success. Our internal infrastructure is well built, which helps ensure all our clients have a five-star experience with us. We are very active in the community and consistently grow each year in the number of families we serve.

We work with all different types of families and clients, and they trust us to help them protect their assets and the people they love. Our clients routinely describe us in their online reviews as “warm, compassionate, caring, and personable.” Our clients’ happiness and satisfaction are at the heart of every task we perform.Company DescriptionThe 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 our compassion and care. \r
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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.\r
\r
We have 18 invaluable team members who are intrinsically involved in our operations, growth and success. Our internal infrastructure is well built, which helps ensure all our clients have a five-star experience with us. We are very active in the community and consistently grow each year in the number of families we serve. \r
\r
We work with all different types of families and clients, and they trust us to help them protect their assets and the people they love. Our clients routinely describe us in their online reviews as “warm, compassionate, caring, and personable.” Our clients’ happiness and satisfaction are at the heart of every task we perform.

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