Estate Planning Paralegal & Trust Admin Specialist

Gaw Estate Planning; Napa (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

IRA with limited matching

Medical benefits

Vacation and sick leave

Job summary

A legal consultancy located in Napa, California, is seeking an entry-level Legal Assistant / Paralegal to support its trust administration and estate planning practice. The successful candidate will manage client intake and relationships, assist with estate plan drafting, and maintain organization of documents and processes. Key requirements include strong attention to detail and organizational skills. Compensation ranges from $70,000 to $90,000, with a benefits package that includes IRA matching, medical coverage, and time off.

Qualifications

• Experience working in a legal environment, especially in law firms.
• Ability to manage client communications and trust administration processes.
• Experience with drafting estate-related documents is a plus.

Responsibilities

• Manage client intake and ongoing communications.
• Maintain trust administration timelines and checklists.
• Organize and track trust administration documents.
• Draft and prepare estate planning documents.

Skills

Detail-oriented

Proactive

Process-driven

Highly organized

Client relationship management

Job description

A legal consultancy located in Napa, California, is seeking an entry-level Legal Assistant / Paralegal to support its trust administration and estate planning practice. The successful candidate will manage client intake and relationships, assist with estate plan drafting, and maintain organization of documents and processes. Key requirements include strong attention to detail and organizational skills. Compensation ranges from $70,000 to $90,000, with a benefits package that includes IRA matching, medical coverage, and time off.