Tax, Trusts, & Estates Paralegal in Irvine, CA| LawFirmStaff

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Title : Tax, Trusts, & Estates Paralegal

Location : California - Irvine
Refer to Job # DWZO810724


Tax, Trusts, & Estates Paralegal The candidate's duties include: assisting the Attorneys with fast-paced document intensive projects and a heavy workload. Assisting in initial drafting of estate planning documents. Funding trusts with client assets. Meeting and communicating with clients and client advisors. Recording of deeds with accompanying transfer documents. Maintaining client files. Must have 1 year law firm experience. Should have knowledge of foundational estate planning. Must have strong follow-up and follow-through skills. Should have excellent organization, time management, proofreading, and word processing skills are essential. Must have current ABA-approved Paralegal certificate. Knowledge of WealthDocs is a plus.
 
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