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Title : Estate Planning Paralegal

Location : California - Newport Beach
Refer to Job # KICV818456

Estate Planning Paralegal The candidate will be drafting estate plan documents, overseeing trust administration, and some probate administrations. Schedule client appointments and answer client questions about their matters. Consistent communication and coordination with an attorney to discuss client matters, drafting deadlines, and upcoming tasks. Hands-on-role dealing with a broad array of topics and tasks ranging from sophisticated drafting to purely administrative, including monitoring client estate planning matters from intake, drafts, execution, and later trust funding and trust amendments. Should preferably have an Associates degree and/or Bachelor degree preferred or equivalent certification with 3-5 years of experience as a paralegal in estate planning and Microsoft Office; Notary required. Must be familiar with estate planning terminology, trust types, trust funding, deed recording, and related administrative issues with estate planning matters; highly organized, detail-oriented, and team player. Must have excellent interpersonal and communication skills; proficiency with Microsoft Office and estate planning drafting and software; ability to take direction and work independently with little or no supervision.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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