Overview
Estate Planning Legal Assistant/Paralegal Jobs in San Diego, CA at DenHerder & Associates
Do you love helping people during some of the most important moments of their lives?
Our busy, well-established estate planning law firm is looking for an experienced Estate Planning Legal Assistant or Paralegal to join our team. This is not an entry-level position. We are looking for someone who already understands estate planning documents and genuinely enjoys serving clients with professionalism, compassion, and excellence.
Our firm is built on relationships. We believe every client deserves to be treated with kindness, respect, honor, and dignity. While our clients come from every background and walk of life, many have deeply held Christian values, and we strive to provide every client with exceptional care and service.
If you thrive in a fast-paced environment, love being organized, enjoy supporting attorneys, and take pride in making clients feel cared for, we’d love to meet you.
What You’ll Do
You’ll support two to three experienced estate planning attorneys while serving as an integral part of our estate planning team. Every day is different, and your work will directly impact families as they plan for their future.
Your responsibilities will include:
- Preparing estate planning documents, including trusts, wills, powers of attorney, deeds, certifications of trust, and related documents.
- Preparing Preliminary Change of Ownership Reports and other ancillary documents.
- Organizing, proofreading, assembling, and finalizing estate planning binders.
- Maintaining client files and ensuring exceptional attention to detail.
- Scheduling client appointments and managing attorney calendars.
- Meeting with clients to execute estate planning documents and serving as the notary (or becoming a commissioned California Notary Public shortly after hire).
- Answering client questions within the scope of your role, recognizing when legal advice must come from an attorney.
- Providing occasional backup support for our Client Services team by answering phones and welcoming prospective clients.
- Helping clients understand our process while making them feel valued, respected, and cared for.
We’re Looking For Someone Who
- Has at least two years of estate planning legal assistant or paralegal experience.
- Understands trusts, wills, powers of attorney, deeds, and related estate planning documents.
- Is exceptionally organized and detail-oriented.
- Can effectively prioritize multiple deadlines and support several busy attorneys.
- Takes initiative and works independently with minimal supervision.
- Has outstanding communication and customer service skills.
- Has genuine empathy and maturity when speaking with clients, particularly those experiencing illness or the loss of a loved one.
- Has a positive attitude and truly enjoys helping people.
- Can remain calm and professional while juggling multiple priorities.
- Has excellent computer skills and is comfortable learning new software.
Preferred Software Experience
Experience with some or all of the following is helpful:
- Microsoft Word
- Microsoft Excel
- Outlook
- HotDocs
- Clio
- Practice management software
What You’ll Love About Working Here
We believe our employees do their best work when they have the support they need.
You’ll be joining a collaborative team that includes:
- Experienced estate planning attorneys
- An outstanding Client Services team
- Team members who genuinely enjoy helping one another succeed
Our goal is to build long-term relationships with both our clients and our employees. We’re looking for someone who wants to become an important part of our team for years to come—not just someone looking for their next job.
If This Sounds Like You…
We’d love to hear from you.
Please submit:
- Your resume
- A cover letter telling us what you’re passionate about outside of work and why you believe you’d be a great fit for our team.
If you find purpose in serving others, enjoy meaningful work, and want to build a long-term career with a team that values excellence, compassion, and integrity, we’d love the opportunity to meet you.
Pay: $60,000.00 – $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Free parking
- Health insurance
- Health savings account
- Paid time off
Work Location: In person
Title: Estate Planning Legal Assistant/Paralegal
Company: DenHerder & Associates
Location: San Diego, CA
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