Estate Planning Paralegal

Company: The Wagon Legacy
Location: Placentia
Posted on: March 29, 2025

Job Description:

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 collaborativeCompensation:$70,000 - $90,000 including bonusesResponsibilities:
    • 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 ClientLearn more using these links:https://www.thewagonlegacy.com/https://www.instagram.com/thewagonlegacy/
            
            #WHLAW2
            
            Compensation details: 70000-90000 Yearly Salary
            
            
            
            PI0520767db669-37248-37272462

Keywords: The Wagon Legacy, Placentia , Estate Planning Paralegal, Legal , Placentia, California