Paralegal - Estate Planning

Job Description

Job Description

Paralegal

An established premier firm based in Irvine, CA with over 50 years in practice is seeking a Paralegal with 2+ years of experience to join their Tax, Trusts, and Estates team in a hybrid capacity after successful completion of the initial employment period. This role will support attorneys with estate planning, trust funding, client asset transfers, deed preparation, and foundational estate planning documents for high-net-worth families, closely held businesses, and charitable organizations.

Offer:

Salary range: $65,000-$70,000+, contingent on experience

Five medical plan options, including three plans with an employer-funded HSA

Dental and vision coverage

401(k) with significant employer matching

Employer-paid life and disability coverage

Employee Assistance Program

Access to additional supplemental insurance plans

38-hour workweek with a half day on Fridays

Hybrid work schedule after successfully completing 90 days of employment

Eleven paid holidays annually

Qualifications:

Current ABA-approved paralegal certificate or attorney attestation required

At least 2 years of paralegal work experience required

Five or more years of paralegal experience preferred

Experience in estate planning, including drafting revocable living trusts and foundational estate planning documents, is preferred

Familiarity with WealthDocs, NetDocuments, and LawBase is preferred

Strong follow-up and follow-through skills are required

Excellent organizational, time management, and proofreading abilities are required

High level of accuracy and exceptional attention to detail are required

Proficiency in Microsoft Office Suite and a Windows environment is required

Strong customer service skills and the ability to communicate professionally with clients and advisors are required

Ability to manage competing priorities in a fast-paced legal environment is required

Responsibilities:

Assist attorneys with the initial drafting of estate planning documents

Support trust funding by coordinating the transfer of client assets into trusts

Meet and communicate with clients and their professional advisors in a polished and service-oriented manner

Prepare deeds and related transfer documents for estate planning and trust administration matters

Maintain and manage client files, records, and matter documentation with accuracy and confidentiality

Proofread documents carefully to ensure consistency, completeness, and compliance with firm standards

Track deadlines, follow up on outstanding items, and support efficient matter progression

Coordinate with attorneys, staff, clients, and outside professionals to support the Tax, Trusts, and Estates department

Benefits

Health & Wealth

Five medical plans - three with an employer-funded HSA
Dental and vision coverage
401(k) with significant employer matching
Employer-paid life and disability coverage
Employee Assistance Program (EAP)
Access to additional supplemental insurance plans 
Time & Flexibility

38-hour workweek with a half day on Fridays
Hybrid work schedule (after successfully completing 90 days of employment)
Eleven paid holidays annually
Culture & Community

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.This job was first posted by CyberCoders on 08/03/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at View email address on us.fitly.work to make arrangements.

Salary

$65000 - $70000 USD per year