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Title : Estate Planning Paralegal

Location : California - Irvine
Refer to Job # YRPH861559

Brown & Streza, LLP is a mid-sized law firm in Orange County that focuses on Business Planning, Estate Planning, Complex Income Tax Planning, Charitable Sector and Mergers & Acquisitions. We are seeking a detail-oriented Paralegal to work with several estate planning Attorneys. The position involves assisting the Attorneys with fast-paced document intensive projects and a heavy workload. The Estate Planning Paralegal position offers a competitive salary between $50,000 - $80,000 (dependent on experience). The position also offers an extensive benefits package including medical, dental, vision and 401K with employer matching. Other benefits include an Employee Assistance Program, 8 medical plan options with employer funded HSA, alternative work week, vacation & sick leave, performance evaluations, employee recognition program, internal events, on-site facilities, profit sharing and 11 paid holidays. Responsibilities and duties of the Estate Planning Paralegal include: - Assisting in initial drafting of estate planning documents. - Funding trusts with client assets. - Meeting and communicating with clients and client advisors. - Preparation of deeds and accompanying transfer documents. - Maintaining client files. Requirements: - Minimum 2+ years of estate planning experience. - Experience drafting revocable living trusts and other foundational estate planning documents. - Strong follow-up and follow-through skills. - Excellent organization, time management, proofreading, and word processing skills are essential. - Current ABA-approved Paralegal certificate. - Knowledge of WealthDocs is a plus. - Physical Requirements: frequent standing and walking, sitting for up to four hours at a time, bending and stooping as needed. Applicants should submit a resume and cover letter and will be asked to submit 3 professional references. Brown & Streza, LLP offers an outstanding work environment with many opportunities for career growth and a comprehensive staff benefits package. Our staff has the opportunity to take part in our profit sharing matrix after their five-year anniversary. We also offer a variety of perks and benefits to support and enhance our team's experience including weekly lunches, monthly birthday celebrations, monthly in-office massages, and an employee recognition program. Our FUN Committee organizes small events every month, in addition to several larger events throughout the year including an Admin Day celebration, summer party, Harvest Lunch and Christmas Lunch. We recognize that our team is integral to our ability to provide exceptional work, so we work hard for our team. # Benefits Package for Estate Planning Paralegal at Brown & Streza, LLP At Brown & Streza, LLP, we offer an outstanding work environment with many opportunities for career growth and a comprehensive staff benefits package. Our staff has the opportunity to take part in our profit sharing matrix after their five-year anniversary. We also offer a variety of perks and benefits to support and enhance our team's experience including: - Weekly lunches - Monthly birthday celebrations - Monthly in-office massages - Employee recognition program - FUN Committee organizing small events every month - Admin Day celebration - Summer party - Harvest Lunch - Christmas Lunch Medical Insurance: - Employees are eligible the 1st of the month after 30 days of employment - Kaiser or Blue Shield - Low cost options for dental and vision - Firm HSA contribution of $1,850 per year if employee chooses an HSA compatible plan - Employee Assistance Program 401K through Fidelity: - Employees are eligible after 6 months of employment - The firm matches up to 4% of employee contributions Alternative Work Week: - Mondays-Thursdays: 8:00am-5:00pm with a half hour lunch - Fridays: 8:00am-12:00pm Vacation & Sick Leave: - 6 months = 5 days (1 week) - 1-4 years = 10 days (2 weeks) - 5-9 years = 15 days (3 weeks) - 10+ years = 20 days (4 weeks) - 6 days paid sick leave per year for full time employees - 3 days paid sick leave per year for part time employees Performance Evaluations: - 90 day review - Annual reviews Employee Recognition Program: - $10 gift cards can be given between employees to show appreciation - Monthly $50 gift card raffle drawings - $250 gift card for Employee of the Quarter Internal Events: - Admin Day - Summer Party - Boss's Day / Harvest Lunch - Christmas Lunch - Firm provided lunches twice a week - Monthly Birthday Celebrations - Monthly massages - Monthly FUN activities On-site Facilities: - Gym - Lounge (game area with pool tables and TVs) - Food trucks 3 days per week - Starbucks Pop-up Profit Sharing: Minimum 2+ years of estate planning experience, Experience drafting revocable living trusts and other foundational estate planning documents, Strong follow-up and follow-through skills, Excellent organization, time management, proofreading, and word processing skills, Current ABA-approved Paralegal certificate, Knowledge of WealthDocs is a plus

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