Estate Planning Paralegal

We are looking for an experienced, detail-oriented, and self-motivated paralegal to join our outstanding team. Our firm is dedicated to providing exceptional service to a wonderful group of clients who truly value our work.

The ideal candidate is a highly organized professional with strong analytical skills, excellent attention to detail, and a passion for estate planning. If this sounds like the right opportunity for you, we encourage you to apply!

What we offer:

• Health, vision, and dental insurance
• Life insurance
• Quarterly team activities (for example, in the last year, we have taken the team to Disneyland, to ride go-karts, bowling, to Knott's Berry Farms, lunches, etc.) We work really hard, but we try to make work fun too!
• Car washes monthly
• 401(k) after 1 year of service
• Paid time off
• Bonuses based on workload and performance

Our Firm Culture:

• Detail-oriented -- quality and precision-focused
• We provide amazing customer service and are a busy firm
• Outcome-oriented -- results-focused with strong performance culture
• Stable - strong processes
• Team-oriented - cooperative and collaborative

Compensation:

$70,000 - $90,000 including bonuses

Responsibilities:

• Drafting Legal Documents – Prepare wills, trusts, powers of attorney, healthcare directives, and other estate planning documents with great attention to detail, but under attorney supervision.
• Recording and Managing Deeds – Draft and record deeds with the appropriate county offices, ensuring property transfers align with the client’s estate plan.
• Client Meetings and Communication – Meet with clients to gather information, review documents, explain processes, and answer non-legal advice questions.
• Case Management – Maintain organized client files, track deadlines, and ensure timely completion of tasks.
• Coordination with Team Members – Work closely with attorneys, administrative staff, and other team members to ensure each client’s estate plan is properly executed.
• Document Execution and Notarization – Arrange for clients to sign documents properly, ensure notarization, and witness signatures as needed.
• Client Follow-Up and Maintenance – Assist with ongoing client needs, including updating estate plans, funding trusts, and coordinating beneficiary designations.
• Correspondence and Communication with Third Parties – Coordinate with financial advisors, accountants, and other professionals to align estate plans with financial strategies.
• Technology and Software Management – Utilize estate planning software, case management systems, and document automation tools to streamline workflows.

Qualifications:

Required:

• Minimum 3 years of estate planning drafting experience, including wills, trusts, powers of attorney, and other estate planning documents.
• Strong proficiency in drafting and preparing legal documents with accuracy and attention to detail.
• Experience with deed preparation and recording.
• Ability to manage multiple client matters efficiently and meet deadlines.
• Excellent organizational skills and ability to track case progress.
• Strong written and verbal communication skills for client interactions and professional correspondence.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and legal case management software.
• Ability to work independently while collaborating with attorneys and team members.
• High level of diligence, accuracy, and attention to detail—this is the most critical quality for success in this role.

Preferred:

• Experience using WealthCounsel or similar estate planning software for document automation.
• Knowledge of the funding of trusts.
• Familiarity with financial institutions, real estate transactions, and beneficiary designations related to estate planning.
• Notary Public certification (or willingness to obtain one).

About Company

At The Wagon Legacy, we help secure your family's future and foster peace by crafting a clear and concise will! By clearly outlining your wishes, you prevent probate hassles and minimize potential conflicts among your children after you're gone. It's a thoughtful act that ensures your legacy is carried out seamlessly.

Our Core Values are:

• Attention to Detail
• Honesty
• Communication
• Doing What is Best for the Client

Learn more using these links:

https://www.thewagonlegacy.com/

https://www.instagram.com/thewagonlegacy/

#WHLAW2

Compensation details: 70000-90000 Yearly Salary

PI60ef2138d73d-30210-37272462

Location: Placentia, California, US

Posted Date: 4/2/2025