Legal Assistant or Paralegal, Estate Planning
About The Position
Estate Planning Paralegal/Legal Assistant In-office and hybrid options are available. Part-time arrangements will be considered. “Supporting families with care, clarity, and trusted guidance” About Us Morgan Law Group is a boutique estate planning firm in Newport Beach dedicated to helping families protect what matters most. Our team works collaboratively in a friendly, client-centered environment that values professionalism, balance, and a commitment to serving clients with love and care. We encourage growth, support one another, and create a workplace where people enjoy coming to work. About You We are seeking an experienced legal assistant or paralegal with at least 2 years of estate planning experience in a trust and estate law office. You bring confidence in drafting estate planning documents, including wills, trusts, powers of attorney, and deeds. Experience working directly with clients or conducting signing meetings is highly desirable. You thrive in a supportive, organized environment and enjoy being part of a team that delivers exceptional client service.
Requirements
- Minimum 2 years of experience in an estate planning law firm
- Comfortable interacting with clients in person, in writing, and by phone
- High comfort level with technology and learning new systems
- Strong attention to detail and accuracy
- Self-motivated, organized, and able to manage multiple priorities
- Excellent customer service skills and a team-oriented mindset
- Dependability, professionalism, and punctuality
Nice To Haves
- California notary public preferred, but not required
Responsibilities
- Creating estate planning documents using firm software
- Preparing documents for client signing
- Interfacing with clients to gather information and provide follow up
- Conducting client signing meetings
- Assembling binders for delivery to clients
- Collaborating with the attorney to finalize comprehensive estate plans
Benefits
- $60,000 to $78,000, commensurate with experience
- Bonus program
- Holidays to celebrate with family and friends
- Vacation for rest and rejuvenation
- Growth potential for advancing your professional skills and expanding your role
- Work and life balance to support your well-being and personal commitments
- Friendly, collegial environment that encourages teamwork, respect, and genuine connection
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
