Estate Planning Paralegal

Estate Planning Paralegal

Established and highly respected Orange County law firm seeks an Estate Planning Paralegal to join its sophisticated trusts and estates practice. This well-known regional firm has served clients for decades and maintains a strong reputation for handling high-level matters across multiple practice areas. The firm offers a collaborative environment, long-term career growth, and a strong commitment to work-life balance.

Responsibilities

• Draft revocable living trusts, wills, powers of attorney, advance healthcare directives, trust amendments, trust restatements, certifications of trust, and related estate planning documents.
• Prepare trust funding documentation and assist with asset transfers involving real property, business interests, and financial accounts.
• Prepare and record deeds, including grant deeds, quitclaim deeds, and transfer deeds.
• Aid in trust administration matters, including trustee acceptance documents, beneficiary notifications, and administration checklists.
• Track trust administration deadlines and compliance requirements.
• Cook up trust distributions and assist with trust account administration.
• Support attorneys with sophisticated estate planning and wealth preservation matters.
• Utilize Microsoft Office Suite, Adobe, and document management systems to maintain client files and workflow efficiency.

Hours

No billable hour requirement. A 40-hour work week.

Perks

• Lifestyle-oriented firm with excellent work-life balance.
• Support sophisticated, high-net-worth planning matters.
• Established and highly regarded firm with a longstanding reputation in the Southern California legal community.
• Strong career growth opportunities.
• Exceptional culture with almost nonexistent turnover.
• We have successfully placed more than 10 attorneys and legal support professionals with this firm, and nearly all remain with the organization today.
• Collaborative environment with long-tenured attorneys and staff.

Salary

$90,000-$130,000 annually, depending on experience, plus bonus opportunities.

Benefits

• Medical coverage with employer contribution toward employee and dependent plans.
• Dental coverage for employees.
• 401(k) plan with discretionary profit-sharing contribution.
• Year-end bonus.
• PTO and paid sick leave.

To Apply

To apply, only send your resume directly to Vice President of Direct Hire, Samantha Graham at Samantha [dot] Graham [at] RobertHalf [dot] com.