Senior Paralegal, Estate Planning

Build My Great Team • Newport Beach, CA

6d • Hybrid

About The Position

Morgan Law Group is seeking an experienced Estate Planning Senior Paralegal to support clients through the estate planning process with professionalism, care, and attention to detail. This role is ideal for an estate planning paralegal or legal assistant who is confident drafting estate planning documents, comfortable communicating directly with clients, and ready to be part of a respected, collaborative, long-term practice. As the Estate Planning Senior Paralegal, you will play an important role in supporting the firm’s estate planning process from initial information gathering through document preparation, signing meetings, and follow-up. You will work closely with the attorney and team members to draft and assemble comprehensive estate plans, communicate with clients, support weekly planning meetings, and help ensure each client receives a calm, organized, and high-touch experience. This is not simply a document production role. The right candidate will bring strong technical ability, warmth with clients, careful follow-through, and pride in creating a polished experience for families navigating important planning decisions.

Requirements

• Minimum of 3+ years of experience in an estate planning law firm required.
• Experience drafting estate planning documents, including trusts, wills, powers of attorney, deeds, and related planning documents.
• Comfortable interacting with clients in person, by phone, and in writing.
• Strong attention to detail, accuracy, and organization.
• High comfort level with technology and learning new systems.
• Ability to manage multiple priorities and follow matters through to completion.
• Excellent customer service skills and a collaborative, team-oriented mindset.
• Dependable, professional, punctual, and self-motivated.

Nice To Haves

• Experience with WealthDocx preferred.
• California notary public preferred, but not required.

Responsibilities

• Draft and assemble estate planning documents, including revocable trusts, wills, powers of attorney, deeds, and related ancillary documents using WealthDocx.
• Communicate with clients to gather information, respond to questions, provide updates, and support a smooth planning process.
• Lead estate plan signing meetings with professionalism, warmth, and attention to detail.
• Collaborate with the attorney to finalize comprehensive estate plans.
• Participate in weekly estate planning and staff meetings.
• Maintain clear and timely client correspondence by phone, email, and in person.
• Help ensure client files, documents, and follow-up items are accurate, organized, and completed on schedule.
• Support a high-quality client experience through responsiveness, care, and strong attention to detail.

Benefits

• Paid holidays to celebrate with family and friends.
• Paid vacation for rest and rejuvenation.
• Health insurance stipend.
• Retirement matching benefits available.
• Growth potential for advancing your professional skills and expanding your role.
• Work-life balance to support your well-being and personal commitments.
• Friendly, collegial environment that encourages teamwork, respect, and genuine connection.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed