Meier Law Firm
Estate Planning Paralegal
Meier Law Firm, 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 Compensation:
$65,000 - $85,000 yearly
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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 Compensation:
$65,000 - $85,000 yearly
#J-18808-Ljbffr