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Title : Estate Planning Paralegal

Location : California - Calabasas
Refer to Job # DGBN862978

Job Title: Estate Planning Paralegal Company: Location: San Rafael, CA Salary: $25.00 - $35.00 Per Hour is a premier Estate Planning and Trust Administration firm with offices in Northern and Southern California. We are currently seeking an experienced Estate Planning Paralegal to join our firm. This position is critical to the success of the firm, and the ideal candidate will be very organized, accurate and analytical with a strong emphasizes on client engagement and teamwork. Responsibilities: Use Abacus software to update client information on the database and conflict check against the entire client database Draft estate planning documents using WealthCounsel. Make corrections/changes to the documents as instructed by the attorney and client Prepare wills, powers of attorney, and related documents Prepare deeds and related documents for the transfer of assets/entities Research real property to confirm title Respond to client inquiries about drafts and other EP or TA matters Merge, format, and mail drafts of estate planning documents to clients Take lead responsibility for signing meetings, ensuring all documents are properly signed, notarized, and scanned into the client file Participate in weekly estate planning and staff meetings Correspond with clients to answer client questions and concerns While this position is primarily estate planning, on occasion, assist with trust administration Management of trust administration, probate, and non-probate transfer matters from initial engagement to completion Draft petitions, pleadings, IRS 706 forms, court forms, legal documents, and correspondence Communicate with clients, trustees, beneficiaries, and court contacts Prepare and serve required government notices and forms Maintain electronic files and records Prepare asset allocations, inventories, and accountings Qualifications: 3+ years of directly relevant work experience College degree or equivalent experience Paralegal certificate and/or bachelor's degree Notary or willingness to become a notary Strong computer experience (MS Office Suite etc.) Experience with WealthDocx, Abacus, and Asana (preferred but not required) Excellent communication skills (written and verbal) Exceptional time management skills (prioritize multiple responsibilities, problem solve, provide accurate and timely work) Unwavering commitment to teamwork and delivering a five star client experience This position is based out of the San Rafael office; however, travel to other offices may be needed on occasion. is an Equal Opportunity Employer. ## Estate Planning Paralegal Position at, California's premier Estate Planning and Trust Administration firm, is currently looking for an experienced Estate Planning Paralegal to join our team. This role is critical to the success of the firm, and the ideal candidate will be very organized, accurate and analytical with a strong emphasis on client engagement and teamwork. **Job Title:** Estate Planning Paralegal **Company:** **Location:** San Rafael, CA **Salary:** $25.00 - $35.00 Per Hour **Responsibilities:** - Use Abacus software to update client information on the database and conflict check against the entire client database - Draft estate planning documents using WealthCounsel. Make corrections/changes to the documents as instructed by the attorney and client - Prepare wills, powers of attorney, and related documents - Prepare deeds and related documents for the transfer of assets/entities - Research real property to confirm title - Respond to client inquiries about drafts and other EP or TA matters - Merge, format, and mail drafts of estate planning documents to clients - Take lead responsibility for signing meetings, ensuring all documents are properly signed, notarized, and scanned into the client file - Participate in weekly estate planning and staff meetings - Correspond with clients to answer client questions and concerns - While this position is primarily estate planning, on occasion, assist with trust administration - Management of trust administration, probate, and non-probate transfer matters from initial engagement to completion - Draft petitions, pleadings, IRS 706 forms, court forms, legal documents, and correspondence - Communicate with clients, trustees, beneficiaries, and court contacts - Prepare and serve required government notices and forms - Maintain electronic files and records - Prepare asset allocations, inventories, and accountings **Qualifications:** - 3+ years of directly relevant work experience - College degree or equivalent experience - Paralegal certificate and/or bachelor's degree - Notary or willingness to become a notary - Strong computer experience (MS Office Suite etc.) - Experience with WealthDocx, Abacus, and Asana (preferred but not required) - Excellent communication skills (written and verbal) - Exceptional time management skills (prioritize multiple responsibilities, problem solve, provide accurate and timely work) - Unwavering commitment to teamwork and delivering a five star client experience This position is 3+ years of directly relevant work experience, College degree or equivalent experience, Paralegal certificate and/or bachelor's degree

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