Estates Planning Paralegal

Provision People

Estates Planning Paralegal

Fountain Valley, CA
Full Time
Paid
  • Responsibilities

    Summary:

    Our award-winning client is seeking an Estates Planning Paralegal to join their team. Our firm is seeking a qualified estate planning Paralegal to join our growing team in Fountain Valley, CA. In this role, you will play a vital role in assisting attorneys with all aspects of estate planning.

    Responsibilities:

    • Drafting wills, trusts, and other estate-planning documents.
    • Conducting client interviews and gathering information.
    • Preparing legal correspondence and pleadings.
    • Assisting with probate and trust administration.
    • Conducting legal research and summarizing findings.
    • Ensuring all documents are filed timely and accurately.
    • Maintaining client confidentiality.

    Required Qualifications:

    • 3-5 years of experience as an estate planning paralegal
    • A strong understanding of estate planning law and procedures
    • Excellent written and verbal communication skills
    • Proficient in Microsoft Word, Excel, and other legal software
    • A meticulous eye for detail and a commitment to accuracy
    • The ability to work independently and manage multiple tasks simultaneously
    • Strong organizational skills and time management skills
    • The ability to work effectively as part of a team

    We offer a competitive salary and benefits package, including:

    • Salary commensurate with experience.
    • Health insurance.
    • Dental and vision insurance.
    • Life insurance.
    • 401(k) retirement plan.
    • Paid time off.