Estate planning Paralegal

Company DescriptionAt Estate Planning Solutions, we focus on family and asset protection through comprehensive estate planning services. We are committed to understanding the unique goals of our clients and providing clarity on the actions we take to help achieve their objectives. Our dedicated team works to deliver personalized solutions that ensure peace of mind and long-term security. We pride ourselves on being a trusted partner for clients navigating complex legal and financial matters.Role DescriptionThis is a full-time, on-site Estate Planning Paralegal role located in Brea, CA. The Estate Planning Paralegal will be conducting estate planning interviews, draft estate planning documents, conduct meetings for execution of documents, maintain client files and track work progress using systems Monday.com, Zoho One, My Case. You will also communicate with clients and team members to ensure the seamless progression of estate planning cases. Additional responsibilities may include scheduling and coordinating meetings and managing deadlines. A Plus with forming business entities Corporations, LLC's and Limited Partnerships.QualificationsKnowledge of Law and legal principles related to estate planningExperience in Legal Document Preparation and Document ReviewStrong Research and analytical skillsExcellent Communication and interpersonal skillsStrong organizational abilities and attention to detailProficient in legal software and standard office technologyPrevious experience as a paralegal or in a similar position is preferredParalegal certification or relevant coursework in legal studies is highly desirableActive NotaryProficient in English and Spanish