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Title : Estate Planning Paralegal

Location : California - Newport Beach
Refer to Job # IMCM787910

Estate Planning Paralegal The candidate's duties include but are not limited to: Potential new clients ( PNC ) intake, meeting with clients/PNCs and attorneys to discuss estate planning needs, preparation of estate planning drafts, deeds and accompanying documents, and assisting in the funding of assets to the client's trust. Should be detail-oriented and reliable, a problem solver, quick learner, able to handle multiple tasks at one time, and personable. Must be able to easily converse with clients, financial advisors and CPAs and make them feel welcome and at ease, both in person and on the phone. Must be very comfortable with current technology, extremely organized and diligent with follow-through. Should have 3 years of estate planning experience is required; familiarity with FORE! a plus. Associate (Preferred). Paralegal Certificate (Preferred).

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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