Estate Planning Paralegal

About the Firm:We are a well-established, small law firm in Tustin, seeking a motivated and experienced Paralegal with at least two years of experience to assist in the areas of Trust Administration and Estate Planning.Role Overview:As a Paralegal, you will work closely with the Attorney and other team members, contributing to the preparation and execution of key legal documents, client interactions, and overall administrative tasks. We are looking for someone eager to learn and grow within the firm while providing exceptional support to our clients.Primary Responsibilities:• Estate Planning Paralegal Tasks:Draft estate planning documents (wills, trusts, powers of attorney, etc.) using ADAPT estate planning softwareMeet with clients for signing appointmentsPerform some legal researchAssist with phone answeringCalendaring and scheduling appointmentsHandle mail, scanning, and faxingInput legal costs into client files using legal softwareMaintain organization and compliance with deadlinesAssist in drafting trust administration documents• Other Duties:Billable hours per dayQuickly learn the trust administration and estate planning, including relevant legal terminologyQuickly learn the basics of our other firm offeringsObtain Notary License (Firm will cover associated costs)Required Skills and Qualifications:• Paralegal Certificate required• Minimum of 2 year of relevant experience• Excellent written and oral communication skills• Strong organizational and multitasking abilities• Must be detail-oriented and proactive• Proficient in Microsoft Office Suite (Word, Excel, Outlook)• Advanced experience with Word and Outlook is required• Ability to work well in a team environment with attorneys and fellow paralegals• Must have a stable work history• ADAPT software or similar estate planning software

Created: 2025-02-22