Estate Planning Paralegal

Talley LLP • Orange, CA

1d • Hybrid

About The Position

Talley Law Group (TLG) is seeking a highly organized and tech-savvy Estate Planning Paralegal to support multiple attorneys with estate planning and tax-driven transactional matters. This role is ideal for:
Experienced paralegals (3-5 + years) with exposure to entity formation, and estate planning work.
Entry-level candidates with strong technical aptitude and organizational skills who are eager to grow within a boutique legal environment
The ideal candidate will demonstrate precision, resilience, and resourcefulness, with the ability to manage competing priorities, handle sensitive information with discretion, and thrive in a fast-paced, client-focused environment.

Requirements

• Hands-on experience with entity formations and estate planning matters
• Strong proficiency in Microsoft Excel, including formulas, VLOOKUPs, pivot tables, and formatting
• Ability to work effectively in a fast-paced environment with direct communication styles
• Interest in tax-driven corporate work and comfort handling sensitive financial data
• Bachelor’s degree in a related field
• Exceptional attention to detail and ability to manage multiple priorities simultaneously
• Adaptability and comfort navigating shifting priorities
• Strong sense of ownership, accountability, and initiative
• 3–5+ years of experience supporting transactional, corporate, tax, or estate planning attorneys (preferred, but high-potential candidates will be considered)

Nice To Haves

• Paralegal certificate (not required)
• Notary Public certification (not required, but highly valued)
• Experience drafting or proofreading transactional documents, entity filings, estate planning documents, or closing binders
• Familiarity with document management and e-signature platforms (e.g., iManage, DocuSign, Adobe Sign)
• Experience leveraging artificial intelligence (AI) tools for drafting, summarization, research, or document review is a strong plus
• Experience supporting tax-focused legal or accounting teams
• Background in M&A, corporate reorganizations, or complex entity structures
• Familiarity with legal research platforms (e.g., LexisNexis, Westlaw)

Responsibilities

• Provide case management and administrative support to attorneys handling corporate, entity formation, estate planning, and transactional matters with tax components
• Coordinate document execution, entity formation filings, and correspondence with clients and external agencies
• Maintain organized digital files and project tracking systems
• Review, edit, and format legal documents using Microsoft Word and Adobe Acrobat
• Conduct research, including Secretary of State filings, IRS lookups, and basic legal research
• Assist in preparing client deliverables, transactional checklists, estate planning documents, and entity playbooks
• Utilize Excel for tracking, budgeting, and data analysis (including formulas, lookups, and pivot tables)
• Collaborate with legal, tax, and operations teams to ensure consistency and complian

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees