Estate Planning Paralegal & Administrative Specialist

Creative Planning; Irvine (CA); On-site; USD 55,000 - 76,000; Full time

Job summary

Creative Planning in Irvine, CA seeks an Administrative Paralegal to provide administrative and substantive legal support to the Estate Planning Attorneys and Estate Planning Paralegals of Creative Planning’s legal department.

Responsibilities include preparing mailings to clients for documents to be signed, coordinating in-office execution with clients, reviewing and processing signed documents, and drafting attorney and transmittal correspondence.

Qualifications

• CA notary is required or willing to become one.
• Efficient, detail-oriented, and accurate.

Responsibilities

• Prepares mailings to clients of documents to be signed
• Coordinate in-office execution of documents with clients
• Reviews and processes incoming signed documents from clients
• Prepares attorney and transmittal correspondence
• All other duties as assigned

Skills

Notary CA

Job description

Creative Planning in Irvine, CA seeks an Administrative Paralegal to provide administrative and substantive legal support to the Estate Planning Attorneys and Estate Planning Paralegals of Creative Planning’s legal department.

Responsibilities include preparing mailings to clients for documents to be signed, coordinating in-office execution with clients, reviewing and processing signed documents, and drafting attorney and transmittal correspondence.