Estate Planning Paralegal

Carbon Law Group

Chino Hills (CA)

On-site

USD 60,000 - 85,000

Full time

10 days ago

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Job summary

Carbon Law Group in Chino Hills, California is seeking an experienced, full-time Estate Planning Paralegal to work on-site in our office. The role involves supporting attorneys on trusts and estate plans from intake through signing, drafting revocable living trusts, wills, POAs, and advanced healthcare directives, and preparing trust funding documents.

A minimum of 5 years paralegal experience is required, with Spanish fluency being a plus.

Qualifications

  • Minimum 5 years of paralegal experience, preferably in estate planning.
  • Willingness to use and adapt AI tools in the practice.
  • Must work in-office at our Chino Hills, California location.

Responsibilities

  • Support attorneys on trusts and estate plans from intake through signing.
  • Draft revocable living trusts, wills, powers of attorney (POAs), and advance healthcare directives.
  • Prepare trust funding documents (deeds, assignments, beneficiary designation updates).
  • Conduct client intake and coordinate with clients throughout the process.

Skills

Paralegal experience
Estate planning knowledge
Spanish language (nice to have)

Tools

AI tools familiarity

Job description

Our estate planning law firm in Chino Hills, California is seeking an experienced, full-time Estate Planning Paralegal. This is an on-site position — you must come into our Chino Hills office (not remote).

Responsibilities
  • Support attorneys on trusts and estate plans from intake through signing
  • Draft revocable living trusts, wills, powers of attorney (POAs), and advance healthcare directives
  • Prepare trust funding documents (deeds, assignments, beneficiary designation updates)
  • Conduct client intake and coordinate with clients throughout the process
Requirements
  • At least 5 years of paralegal experience, preferably in estate planning
  • Proficient with technology; must be willing to use and adapt AI tools in the practice
  • Must work in-office at our Chino Hills, California location
  • Spanish fluency is a plus
Benefits
  • Part-time position at our Chino Hills, California office.
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