Estate Planning Paralegal
Estate Planning Paralegal
Posted on :
05-04-2025
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1 Vacancy
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Job Description
At our firm we offer a collaborative work environment with many opportunities for career growth along with a variety of perks and benefits to support and enhance our teams experience. In addition to health and wellness benefits we offer weekly lunches monthly birthday celebrations monthly inoffice massages and an employee recognition program. Our FUN Committee organizes small events every month in addition to several larger events throughout the year including an Admin Day celebration summer party Harvest Lunch and Christmas Lunch. Our staff has the opportunity to take part in our profitsharing matrix after their fiveyear anniversary. We recognize that our team is integral to our ability to provide exceptional work so we work hard for our team.
Salary:
$50000 $80000 (dependent on experience)
Estate Planning Paralegal
We are a midsized law firm in Orange County that focuses on Business Planning Estate Planning
Complex Income Tax Planning Charitable Sector and Mergers & Acquisitions. We are seeking a detailoriented
Paralegal to work with several estate planning Attorneys. The position involves assisting the Attorneys with
fastpaced document intensive projects and a heavy workload.
Responsibilities and duties include:
Requirements:
Physical Requirements:
Benefits:
Applicants should submit a resume and cover letter and will be asked to submit 3 professional references.
Salary:
$50000 $80000 (dependent on experience)
Estate Planning Paralegal
We are a midsized law firm in Orange County that focuses on Business Planning Estate Planning
Complex Income Tax Planning Charitable Sector and Mergers & Acquisitions. We are seeking a detailoriented
Paralegal to work with several estate planning Attorneys. The position involves assisting the Attorneys with
fastpaced document intensive projects and a heavy workload.
Responsibilities and duties include:
- Assisting in initial drafting of estate planning documents.
- Funding trusts with client assets.
- Meeting and communicating with clients and client advisors.
- Preparation of deeds and accompanying transfer documents.
- Maintaining client files.
Requirements:
- Minimum 2 years of estate planning experience.
- Experience drafting revocable living trusts and other foundational estate planning documents.
- Strong followup and followthrough skills.
- Excellent organization time management proofreading and word processing skills are essential.
- Current ABAapproved Paralegal certificate.
- Knowledge of WealthDocs is a plus.
Physical Requirements:
- Frequent standing and walking
- Sitting for up to four hours at a time
- Bending and stooping as needed
Benefits:
- 8 medical plan options with employer funded HSA
- Dental and vision plans
- 401(k) plan with significant employer matching
- Great working environment
- Orange County Register 2020 and 2021 Top Workplace
Applicants should submit a resume and cover letter and will be asked to submit 3 professional references.
Employment Type
Full Time
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