Estate Planning Paralegal — Remote Growth Role

Reclatam; California (MO); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Reclatam, a California-based law firm expanding its estate planning practice, seeks a Paralegal with general estate and trust planning experience to support the growing caseload and work alongside the firm's existing team.

Responsibilities include managing client intake forms, drafting documents (wills, trusts, powers of attorney, healthcare directives), organizing client files in Clio, tracking milestones, and coordinating signing appointments.

Qualifications

• General estate and trust planning paralegal experience required.
• Experience with estate planning intake forms and documentation.
• Strong written and verbal English communication.
• Remote work with a U.S.-based team during California business hours.
• Clio or similar case management software experience preferred.
• WealthCounsel experience is a bonus.

Responsibilities

• Client intake: manage estate planning intake forms and questionnaires.
• Draft and prepare estate planning documents (wills, trusts, powers of attorney, healthcare directives) for attorney review.
• Organize and maintain client files in Clio in accordance with firm procedures.
• Case management: track milestones, deadlines, and document execution status.
• Coordinate signing appointments and consultations with clients and attorneys.
• Provide light legal research on state-specific estate planning requirements.

Skills

Estate planning experience

Strong English communication

Remote collaboration

Tools

Clio

Job description

Reclatam, a California-based law firm expanding its estate planning practice, seeks a Paralegal with general estate and trust planning experience to support the growing caseload and work alongside the firm's existing team.

Responsibilities include managing client intake forms, drafting documents (wills, trusts, powers of attorney, healthcare directives), organizing client files in Clio, tracking milestones, and coordinating signing appointments.