Paralegal: Estate Planning & Trust Admin

Jobot; Orange (CA); Hybrid; USD 60,000 - 80,000; Full time

Job summary

A leading law firm specializing in asset protection and estate planning is seeking a Paralegal to support attorneys in drafting legal documents and managing case files. The role offers a hybrid schedule and requires at least 3 years of relevant experience, including proficiency with legal software. Join Jobot to help navigate complex legal challenges and secure client futures.

Benefits

401k Plan

Paid Time Off (PTO)

Hybrid working environment

Qualifications

• Minimum of 3 years of experience as a Paralegal.
• Proficiency in legal software and Microsoft Office Suite required.
• Excellent communication and organization skills mandatory.

Responsibilities

• Support attorneys in drafting estate plans and trusts.
• Draft and prepare legal documents.
• Organize and manage case files efficiently.

Skills

Communication

Legal research

Document preparation

Organization

Time management

Education

Paralegal Certification

Tools

LexisNexis

Microsoft Office Suite

Job description

2 days ago Be among the first 25 applicants

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$60,000.00/yr - $80,000.00/yr

Direct message the job poster from Jobot

Talent Partner: Legal/Healthcare/Ops | Executive Manager @ Jobot

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!

Job details

Hybrid Schedule (1-2 Days in Office per week) | Full-time with Benefits!

This Jobot Job is hosted by Isaac Levet

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $60,000 - $80,000 per year

A Bit About Us

My client is a leading law firm specializing in asset protection and estate planning. Our mission is to help clients secure their futures and navigate complex legal challenges with confidence.

Please reach out to me for a confidential chat

E [e-mail]



Why join us?

• Hybrid Schedule (1-2 days in office per week)
• 401k Plan
• PTO
  
  

Job Details

• Support attorneys in drafting estate plans and trusts
• Draft and prepare legal documents
• Organize and manage case files efficiently.
• Communicate with clients, beneficiaries, and relevant parties.
• Conduct legal research and gather pertinent information.
• Schedule meetings, hearings, and court appearances.
• Handle a high volume of cases with precision.
• Apply Southern California court rules.
  
  

Qualifications

• Minimum of 3 years of experience as a Paralegal, preferably with experience drafting estate plans and/or trusts
• Experience utilizing LexisNexis
• Excellent communication skills.
• Proficient in legal research and document preparation.
• Highly organized and detail-oriented.
• Ability to work independently and manage multiple tasks.
• Proficiency in legal software and Microsoft Office Suite.
• Willing to work in a Hybrid work environment (1-2 days in office).
  
  

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our LinkedIn page!

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Legal

• Industries

  Legal Services, Law Practice, and Government Administration

Referrals increase your chances of interviewing at Jobot by 2x

Sign in to set job alerts for “Paralegal” roles.

Santa Ana, CA $63,093.33-$81,120.00 1 month ago

Santa Ana, CA $43,398.51-$55,798.08 1 month ago

Orange County, CA $20.00-$26.00 1 month ago

Paralegal – Housing and Homelessness Prevention Unit

Orange County, CA $90,000.00-$110,000.00 1 day ago

Santa Ana, CA $65,000.00-$70,000.00 7 months ago

Santa Ana, CA $56,000.00-$72,000.00 1 month ago

Santa Ana, CA $50,833.81-$68,988.74 1 month ago

Senior Paralegal, Litigation & Employment

Legal Assistant, Consumer Litigation (CA - Remote, Contract)

Fountain Valley, CA $25.00-$35.00 2 weeks ago

Orange County, CA $80,000.00-$100,000.00 1 week ago

Santa Ana, CA $48,533.33-$62,400.00 1 month ago

Santa Ana, CA $75,000.00-$100,000.00 1 month ago

Orange County, CA $62,000.00-$97,000.00 2 weeks ago

Irvine, CA $55,000.00-$82,000.00 2 weeks ago

Irvine, CA $65,000.00-$85,000.00 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.