Estate Planning Paralegal

Job Description

Job Description

Orange County Firm Seeks Estate Planning Paralegal: NO BILLABLES

Established and highly respected Orange County law firm seeks an Estate Planning Paralegal to join its sophisticated trusts and estates practice. This well-known regional firm has served clients for decades and maintains a strong reputation for handling high-level matters across multiple practice areas. The firm offers a collaborative environment, long-term career growth, and a strong commitment to work-life balance.

Estate Planning Paralegal Responsibilities:

• Draft revocable living trusts, wills, powers of attorney, advance healthcare directives, trust amendments, trust restatements, certifications of trust, and related estate planning documents.

• Prepare trust funding documentation and assist with asset transfers involving real property, business interests, and financial accounts.

• Prepare and record deeds, including grant deeds, quitclaim deeds, and transfer deeds.

• Assist with trust administration matters, including trustee acceptance documents, beneficiary notifications, and administration checklists.

• Track trust administration deadlines and compliance requirements.

• Coordinate trust distributions and assist with trust account administration.

• Support attorneys with sophisticated estate planning and wealth preservation matters.

• Utilize Microsoft Office Suite, Adobe, and document management systems to maintain client files and workflow efficiency.

Hours:

• 40-hour work week.

• No billable hour requirement.

Perks:

• Lifestyle-oriented firm with excellent work-life balance.

• Estate Planning Paralegal will support sophisticated, high-net-worth planning matters.

• Established and highly regarded firm with a longstanding reputation in the Southern California legal community.

• Strong career growth opportunities.

• Exceptional culture with almost nonexistent turnover.

• We have successfully placed more than 10 attorneys and legal support professionals with this firm, and nearly all remain with the organization today.

• Collaborative environment with long-tenured attorneys and staff.

Salary:

• $90,000-$130,000 annually, depending on experience, plus bonus opportunities.

Benefits:

• Medical coverage with employer contribution toward employee and dependent plans.

• Dental coverage for employees.

• 401(k) plan with discretionary profit-sharing contribution.

• Year-end bonus.

• PTO and paid sick leave.

TO APPLY, ONLY send resume directly to Vice President of Direct Hire, Samantha Graham at Samantha [dot] Graham [at] RobertHalf [dot] [com]