Estate Planning Paralegal

Location: Irvine, CA Job Type: Full-Time, In-person Please read before applying. This role requires at least one year of hands-on experience drafting wills and trusts in a California law firm. General litigation, immigration, corporate, or entry-level paralegal experience does not meet this requirement. About Sari Law Firm Sari Law Firm is a California business law firm serving clients in trademark and intellectual property, contract disputes, business formation, and estate planning. We are a small team in Irvine. The work is precise, client-facing, and document-driven. The Role You will support our estate planning practice with a focus on wills and trusts. You will draft documents, manage client files from intake through execution, and keep matters moving. This is hands‑on work for someone who has already done it. Responsibilities Draft wills, revocable trusts, powers of attorney, advance health care directives, and certifications of trust Prepare and manage client intake and estate planning questionnaires Coordinate document execution, including notarization and witness requirements Support trust funding and asset transfer documentation, including deeds, account retitling, and beneficiary designations Maintain client files and track matter deadlines Communicate with clients on document status and next steps Required Minimum one year as a paralegal in estate planning, specifically drafting wills and trusts Working knowledge of California estate planning law and document standards Paralegal certificate meeting California Business and Professions Code section 6450, or qualifying equivalent experience Authorization to work in the United States Ability to work in‑person in our Irvine office Preferred Trust funding and asset transfer experience, including deed preparation and account retitling Fluency in Spanish and English Experience with Clio or comparable practice management software Located in Orange County Compensation and Benefits Base salary: $4,500 to $6,000 per month, depending on experience. Medical insurance Discretionary annual performance bonus Paid holidays and PTO Parental leave #J-18808-Ljbffr SARI LAW FIRM