Paralegal, Estate Planning
Brown & Streza LLP•Irvine, CA
•$55,000 - $85,000•Hybrid
About The Position
Brown & Streza, LLP is 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 one or more estate planning attorneys.
Requirements
- Minimum 2 years of paralegal work experience.
- Current ABA-approved paralegal certificate.
- Strong follow-up and follow-through skills.
- Excellent organization, time management, and proofreading skills.
- High level of accuracy and attention to detail.
- Proficiency with MS Office Suite and Windows.
Nice To Haves
- 5 years of experience working as a paralegal.
- Experience working in estate planning, drafting revocable living trusts and other foundational estate planning documents.
- Experience with WealthDocs, NetDocs & LawBase.
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
- 5 medical plan options (3 offering an employer funded HSA)
- Dental and vision plans
- 401(k) plan with significant employer matching
- Great working environment
- Orange County Register 2025 Top Workplace
- OC Business Journal 2025 Best Place to Work
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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
