Bighornlaw
Estate Planning Paralegal
Bighornlaw, Newport Beach, California, us, 92659
We are seeking a warm, skilled, and highly motivated estate planning paralegal with at least 5 years of experience. You’ll work closely with our attorneys on estate planning, probate, and trust administration. You should be independent, detail-oriented, and thrive in a team-based, client-focused environment. Your expertise will help continue the success of our firm, and you’ll have the full support of our dedicated team.
Responsibilities
Draft wills, trusts, and other estate planning documents using Wealth Counsel and Elder Counsel software Manage probate cases from start to finish, including preparing and filing petitions Prepare trust administration documents, such as beneficiary notifications, real property transfer documents, and distribution agreements Communicate with clients and institutions on behalf of successor trustees Ensure a smooth and exceptional client experience throughout the estate planning process Qualifications
At least 5 years of experience as an estate planning paralegal Proficient in Wealth Counsel and Elder Counsel drafting software Excellent organizational skills and the ability to manage multiple cases independently Strong communication skills with a client-first mentality A commitment to integrity, confidentiality, and delivering outstanding service Compensation
$65,000 - $85,000 yearly About Meier Law Firm
The Meier Law Firm is a Newport Beach estate planning law firm located in Fashion Island that helps California families at every stage of life prepare for and navigate major life events with compassion and care. Our services include general estate planning, advanced tax planning, asset protection, elder law, special needs/limited conservatorships, probate, and trust administration. We do not provide litigation services. We have 18 invaluable team members who are intrinsically involved in our operations, growth, and success. Our internal infrastructure is well-built, which helps ensure all clients have a five-star experience with us. We are very active in the community and consistently grow each year in the number of families we serve.
#J-18808-Ljbffr
Draft wills, trusts, and other estate planning documents using Wealth Counsel and Elder Counsel software Manage probate cases from start to finish, including preparing and filing petitions Prepare trust administration documents, such as beneficiary notifications, real property transfer documents, and distribution agreements Communicate with clients and institutions on behalf of successor trustees Ensure a smooth and exceptional client experience throughout the estate planning process Qualifications
At least 5 years of experience as an estate planning paralegal Proficient in Wealth Counsel and Elder Counsel drafting software Excellent organizational skills and the ability to manage multiple cases independently Strong communication skills with a client-first mentality A commitment to integrity, confidentiality, and delivering outstanding service Compensation
$65,000 - $85,000 yearly About Meier Law Firm
The Meier Law Firm is a Newport Beach estate planning law firm located in Fashion Island that helps California families at every stage of life prepare for and navigate major life events with compassion and care. Our services include general estate planning, advanced tax planning, asset protection, elder law, special needs/limited conservatorships, probate, and trust administration. We do not provide litigation services. We have 18 invaluable team members who are intrinsically involved in our operations, growth, and success. Our internal infrastructure is well-built, which helps ensure all clients have a five-star experience with us. We are very active in the community and consistently grow each year in the number of families we serve.
#J-18808-Ljbffr