Estate Planning Paralegal
JBA•Irvine, CA
•Onsite
About The Position
We are a mid-sized 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 detail-oriented Paralegal to work with several estate planning Attorneys. The position involves assisting the Attorneys with fast-paced document intensive projects and a heavy workload.
Requirements
- Minimum 2+ years of estate planning experience.
- Experience drafting revocable living trusts and other foundational estate planning documents.
- Strong follow-up and follow-through skills.
- Excellent organization, time management, proofreading, and word processing skills are essential.
- Current ABA-approved Paralegal certificate.
Nice To Haves
- Knowledge of WealthDocs is a plus.
Responsibilities
- 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.
Benefits
- Health and wellness benefits
- Weekly lunches
- Monthly birthday celebrations
- Monthly in-office massages
- Employee recognition program
- Profit-sharing matrix after their five-year anniversary
- 8 medical plan options with employer funded HSA
- Dental and vision plans
- 401(k) plan with significant employer matching
- Great working environment
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
