Paralegal

Protouch Staffing; Murrieta (CA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k)

Bonus potential

Paid time off

Dental insurance

Health insurance options

Free parking

Mentoring and training

Growth opportunities

Job summary

Protouch Staffing is seeking a client‑focused Paralegal for our growing law firm in Murrieta, CA. This transactional, non‑litigation role involves extensive client interaction to gather information and prepare documents.

You will draft estate planning materials, review documents, and assist with creditor negotiations, invoicing, and administrative tasks while working closely with attorneys.

Qualifications

• Bachelor's degree required.
• Paralegal Certificate required.
• Microsoft Word, Outlook, Excel and Zoom proficiency.
• Strong written and verbal communication skills.
• Excellent attention to detail.
• Comfortable working directly with clients.
• Ability to work in person in Murrieta, CA.

Responsibilities

• Meet with clients to gather information regarding family, finances, assets, liabilities, and estate planning goals.
• Draft and prepare estate planning documents, including: Wills, Trusts, Deeds, Powers of Attorney.
• Prepare trust and estate administration documents.
• Communicate directly with clients and assist with their questions.
• Participate in calls with clients and creditors and assist with creditor negotiations.
• Assist clients with questions regarding retirement accounts.
• Prepare engagement letters and client agreements.
• Prepare and submit client invoices.
• Review legal documents and correct typographical errors.
• Conduct legal research and assist with administrative tasks.
• Attend networking events and professional events with the attorney.

Skills

Strong communication

Attention to detail

Client interaction

In-person work

Education

Bachelor's degree

Paralegal Certificate

Tools

Microsoft Word

Microsoft Outlook

Excel

Zoom

Job description

Summary

A growing law firm is seeking an enthusiastic, outgoing, and client-focused Paralegal to join its team.
This is primarily a transactional, non-litigation position with significant direct client interaction. The Paralegal will work closely with clients to gather information, prepare legal documents, answer questions, and assist with their legal matters.

Practice Areas

• Estate Planning
• Probate
• Trust Administration
• Business Law
• Debt Collection Defense

Responsibilities

• Meet with clients to gather information regarding their family, finances, assets, liabilities, and estate planning goals.
• Draft and prepare estate planning documents, including:
  • Wills
  • Trusts
  • Deeds
  • Powers of Attorney
• Prepare trust and estate administration documents.
• Communicate directly with clients and assist with their questions.
• Participate in calls with clients and creditors and assist with creditor negotiations.
• Assist clients with questions regarding retirement accounts.
• Prepare engagement letters and client agreements.
• Prepare and submit client invoices.
• Review legal documents and correct typographical errors.
• Conduct legal research and assist with administrative tasks.
• Attend networking events and professional events with the attorney.

Required Qualifications

• Bachelor's degree required
• Paralegal Certificate required
• Professional experience with:
  • Microsoft Word
  • Microsoft Outlook
  • Excel
  • Zoom
• Strong written and verbal communication skills.
• Excellent attention to detail.
• Comfortable working directly with clients.
• Ability to work in person in Murrieta, CA.

Preferred Qualifications

• Trusts & Estates experience
• Estate planning experience
• Probate experience
• Trust administration experience
• Transactional legal experience
• Legal document drafting experience
• Strong client intake or client-service experience

Compensation & Benefits

• 401(k)
• Bonus potential
• Paid time off
• Dental insurance
• Health insurance options
• Free parking
• Mentoring and training
• Growth opportunities