Paralegal - Estate Planning

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

Job Title: Paralegal — Estate Planning (Expanding Practice)

Job Type: Full-time, 8:00 AM – 5:00 PM PST

About the Role:

Our client is a California law firm expanding its estate planning practice. They are seeking a Paralegal withgeneral estate and trust planning experience to support the growing estate planning caseload, workingalongside the firm's existing team. Candidates should be comfortable workingwith a variety of estate planningintake forms. Special needs planning experience is a bonus, not a requirement — that piece can be taught.

Key Responsibilities:

• Client Intake: Manage and process estate planning intake forms and client questionnaires. Plus,Conduct intake calls and follow-ups to gather necessary information from clients.
• Document Drafting & Preparation: Draft and prepare estate planning documents (wills, trusts, powers of attorney, healthcare directives) for attorney review.
• Document Drafting & Preparation: Organize and maintain client files in Clio in accordance with firm procedures.
• Case Management: Track case milestones, deadlines, and document execution status for each estate planning matter. Coordinate with clients and attorneys to schedule signing appointments and consultations.
• Support: Provide general paralegal support to attorneys as the estate planning practice grows,including light legal research on state-specific estate planning requirements.

Requirements & Qualifications:

Experience: General estate and trust planning paralegal experience required; comfortable workingwith a variety of estate planning intake forms and documentation.

Systems: Experience with Clio or similar case management software preferred; comfortable learningnew systems quickly.

Communication: Strong written and verbal English communication skills.

Attention to Detail: High attention to detail, given the sensitivity and precision required in estateplanning documents.

Work Style: Reliable, organized, and comfortable working remotely with a U.S.-based team duringCalifornia business hours.

Nice to Have:

WealthCounsel experience is a significant bonus.

Special needs planning experience (e.g., special needs trusts) — not required; the firm will train theright candidate.

Bilingual (English/Spanish).