A local law firm in California is seeking an estate planning paralegal to assist with estate planning and trust administration document preparation. Responsibilities include drafting estate planning documents and directly communicating with clients. Candidates should have familiarity with estate planning terminology and strong writing skills. This role requires a systematic individual who can prioritize tasks and meet deadlines while working both independently and as part of a team.
Qualifications
Must have a working knowledge of deeds and estate planning documents.
Self-starter with the ability to work independently.
Demonstrate a courteous and professional demeanor in client interactions.
Responsibilities
Draft estate planning documents, including deeds.
Communicate directly with clients.
Maintain files and deadlines.
Coordinate with various County Recorders Offices.
Skills
Familiarity with estate planning and terminology
Strong writing skills
Attention to detail
Ability to prioritize and meet deadlines
Team collaboration
Professional demeanor
Job description
A local law firm in California is seeking an estate planning paralegal to assist with estate planning and trust administration document preparation. Responsibilities include drafting estate planning documents and directly communicating with clients. Candidates should have familiarity with estate planning terminology and strong writing skills. This role requires a systematic individual who can prioritize tasks and meet deadlines while working both independently and as part of a team.