Overview
Estate Planning Paralegal Jobs in Tustin, California, USA at Rehmani & Associates
We are a well-established, small law firm in Tustin, seeking a motivated and experienced Paralegal with at least two years of experience to assist in the areas of Trust Administration and Estate Planning.
Role Overview:
As a Paralegal, you will work closely with the Attorney and other team members, contributing to the preparation and execution of key legal documents, client interactions, and overall administrative tasks. We are looking for someone eager to learn and grow within the firm while providing exceptional support to our clients.
Primary Responsibilities:
Draft estate planning documents (wills, trusts, powers of attorney, etc.) using ADAPT estate planning software
Meet with clients for signing appointments
Perform some legal research
Assist with phone answering
Calendaring and scheduling appointments
Handle mail, scanning, and faxing
Input legal costs into client files using legal software
Maintain organization and compliance with deadlines
Quickly learn the trust administration and estate planning, including relevant legal terminology
Quickly learn the basics of our other firm offerings
Obtain Notary License (Firm will cover associated costs)
Required Skills and Qualifications:
Minimum of 2 years of relevant experience
Excellent written and oral communication skills
Strong organizational and multitasking abilities
Must be detail-oriented and proactive
Proficient in Microsoft Office Suite (Word, Excel, Outlook)
Advanced experience with Word and Outlook is required
Ability to work well in a team environment with attorneys and fellow paralegals
Must have a stable work history
ADAPT software or similar estate planning software
Seniority level: Entry level
Employment type: Full-time
Job function: Legal
Industries: Law Practice
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Title: Estate Planning Paralegal
Company: Rehmani & Associates
Location: Tustin, California, USA
Category: Law/Legal (Legal Secretary), Administrative/Clerical (Legal Secretary)
