Estate Planning Paralegal

Meier Law Firm

Estate Planning Paralegal

Newport Beach, CA
Full Time
Paid
  • Responsibilities

    We are seeking a warm, skilled, and highly motivated estate planning paralegal with at least 5 years of experience. You’ll work closely with our attorneys on estate planning, probate, and trust administration. You should be independent, detail-oriented, and thrive in a team-based, client-focused environment. Your expertise will help continue the success of our firm, and you’ll have the full support of our dedicated team. Responsibilities: • Draft wills, trusts, and other estate planning documents using Wealth Counsel and Elder Counsel software • Manage probate cases from start to finish, including preparing and filing petitions • Prepare trust administration documents, such as beneficiary notifications, real property transfer documents, and distribution agreements • Communicate with clients and institutions on behalf of successor trustees • Ensure a smooth and exceptional client experience throughout the estate planning process Qualifications: • At least 5 years of experience as an estate planning paralegal • Proficient in Wealth Counsel and Elder Counsel drafting software • Excellent organizational skills and the ability to manage multiple cases independently • Strong communication skills with a client-first mentality Compensation: $65,000 - $85,000 yearly

    • Draft wills, trusts, and other estate planning documents using Wealth Counsel and Elder Counsel software • Manage probate cases from start to finish, including preparing and filing petitions • Prepare trust administration documents, such as beneficiary notifications, real property transfer documents, and distribution agreements • Communicate with clients and institutions on behalf of successor trustees • Ensure a smooth and exceptional client experience throughout the estate planning process

  • Compensation
    $65,000-$85,000 per year