Estate Planning Paralegal

JBA InternationalIrvine, California

$50,000 - $80,000 / year

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Compensation

$50,000-$80,000/year

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Job Description

At our firm, we offer a collaborative work environment with many opportunities for career growth along with a variety of perks and benefits to support and enhance our team’s experience. In addition to health and wellness benefits, we offer weekly lunches, monthly birthday celebrations, monthly in-office massages, and an employee recognition program. Our FUN Committee organizes small events every month, in addition to several larger events throughout the year including an Admin Day celebration, summer party, Harvest Lunch, and Christmas Lunch. Our staff has the opportunity to take part in our profit-sharing matrix after their five-year anniversary. We recognize that our team is integral to our ability to provide exceptional work, so we work hard for our team.Salary:$50,000 - $80,000 (dependent on experience)Estate Planning Paralegal We are a mid-sized law firm in Orange County that focuses on Business Planning, Estate Planning, Complex Income Tax Planning, Charitable Sector and Mergers & Acquisitions. We are seeking a detail-oriented Paralegal to work with several estate planning Attorneys. The position involves assisting the Attorneys with fast-paced document intensive projects and a heavy workload.Responsibilities and duties include:

Assisting in initial drafting of estate planning documents.
Funding trusts with client assets.
Meeting and communicating with clients and client advisors.
Preparation of deeds and accompanying transfer documents.
Maintaining client files.

Requirements:

Minimum 2+ years of estate planning experience.
Experience drafting revocable living trusts and other foundational estate planning documents.
Strong follow-up and follow-through skills.
Excellent organization, time management, proofreading, and word processing skills are essential.
Current ABA-approved Paralegal certificate.
Knowledge of WealthDocs is a plus.

Physical Requirements:

Frequent standing and walking
Sitting for up to four hours at a time
Bending and stooping as needed

Benefits:

8 medical plan options with employer funded HSA
Dental and vision plans
401(k) plan with significant employer matching
Great working environment
Orange County Register 2020 and 2021 Top Workplace

Applicants should submit a resume and cover letter and will be asked to submit 3 professional references.

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FAQs About Estate Planning Paralegal Jobs at JBA International

What is the work location for this position at JBA International?

This job at JBA International is located in Irvine, California, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at JBA International?

Candidates can expect a pay range of $50,000 and $80,000 per year.

What employment applies to this position at JBA International?

JBA International lists this role as a Full-time position.

What experience level is required for this role at JBA International?

JBA International is looking for a candidate with "Senior-level" experience level.

What benefits are offered by JBA International for this role?

JBA International offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, 401k Matching/Retirement Savings, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at JBA International?

You can apply for this role at JBA International either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.