Are you a dedicated and detail-oriented legal assistant with a passion for estate planning? Join our dynamic and forward-thinking estate planning law firm, where we prioritize client care and innovative legal solutions. As a legal assistant at our firm, you will play a critical role in ensuring our clients' peace of mind as they plan for their future. You will work closely with our experienced attorneys in a collaborative team environment. We pride ourselves on providing exceptional service and fostering professional growth for our team members. At our firm, you will benefit from continuous learning opportunities, a supportive and inclusive workplace culture, and the chance to make a meaningful impact on our clients' lives. If you are looking for a rewarding role that offers professional development, client interaction, and a positive work-life balance, we invite you to apply and become a valued member of our team. Responsibilities: Document Preparation and Drafting: • Draft wills, trusts, powers of attorney, advance healthcare directives, and other estate planning documents. • Prepare trust transfer deeds and other property transfer documents. Client Interaction: • Conduct client interviews to gather necessary information for estate planning documents. • Maintain regular communication with clients to provide updates and answer questions. • Schedule and coordinate client meetings, including consultations and document signings. Case Management: • Organize and maintain client files and documents, ensuring all records are accurate and up-to-date. • Track case progress and ensure deadlines are met. • Manage the intake process for new clients, including data entry and initial document preparation. Administrative Support: • Assist attorneys with administrative tasks such as calendaring, filing, and correspondence. • Manage billing and invoicing for estate planning services. Compliance and Review: • Review and ensure the accuracy of documents before finalization and client execution. • Assist in maintaining compliance with firm policies and procedures. Technology Utilization: • Utilize the firm's case management software and client communication app to manage and track cases. • Assist clients with using the firm's technology for virtual meetings and document tracking. Qualifications: • Must have great time-management skills and organizational skills. • Must have strong interpersonal skills and talent for writing and grammar. • Minimum 1 year of prior experience in a law firm environment. • Notary license. • Strong preference for candidates who have completed a paralegal professional certification or have an advanced paralegal education. • Must live in San Diego County. Compensation: $23 - $25 hourly

• Document Preparation and Drafting: • Draft wills, trusts, powers of attorney, advance healthcare directives, and other estate planning documents. • Prepare trust transfer deeds and other property transfer documents.Client Interaction: • Conduct client interviews to gather necessary information for estate planning documents. • Maintain regular communication with clients to provide updates and answer questions. • Schedule and coordinate client meetings, including consultations and document signings.Case Management: • Organize and maintain client files and documents, ensuring all records are accurate and up-to-date. • Track case progress and ensure deadlines are met. • Manage the intake process for new clients, including data entry and initial document preparation.Administrative Support: • Assist attorneys with administrative tasks such as calendaring, filing, and correspondence. • Manage billing and invoicing for estate planning services.Compliance and Review: • Review and ensure the accuracy of documents before finalization and client execution. • Assist in maintaining compliance with firm policies and procedures.Technology Utilization: • Utilize the firm's case management software and client communication app to manage and track cases. • Assist clients with using the firm's technology for virtual meetings and document tracking.