favorite this post Estate Planning Paralegal (Fashion Island, Newport Beach) hide this posting unhide

compensation: This is a full-time salaried position. We provide a competitive paid time off and benefit package. In addition, we completely close the office between Christmas Eve and New Year's Day. Flex time arrangement if necessary.
employment type: full-time


We are a Newport Beach estate planning law firm located in Fashion Island. Our estate planning services include general estate planning, asset protection, elder law, special needs/conservatorships, trust administration, probate, and some business planning. We do not provide litigation services.

We have 10 invaluable team members who are intrinsically involved in our operations, growth and success. Our internal infrastructure is well built, which helps ensure all our clients have a five-star experience with us. We are very active in the community and consistently grow each year in the number of families we serve.

We work with all different types of awesome clients, and they trust us to help them protect the people they love. Our clients routinely describe us in their online reviews as "warm, compassionate, caring, and personable." Our clients' happiness and satisfaction are at the heart of every task we perform.


We need a warm, personable, compassionate, smart, detail-oriented estate planning paralegal who will be an integral part of our leadership team. This person will primarily work closely with our two founding partners, our Chief Operating Officer, and our Office Manager, to provide high level legal support and ensure a great client experience. This person will be deeply rooted in the firm's success and completely trustworthy. They will have the full support of our team but will perform their duties with little management because they have great character and work ethic. They will feel invested and take pride in seeing our firm continue to grow and succeed. This person will be enjoyable to work with.

This person must already be a reputable and experienced estate planning paralegal who can perform the job duties below.


Draft estate planning documents, including wills, trusts, and all ancillary documents. We use Wealthdocx and Elderdocx

Manage and perform full trust administration process, including building out a systematized process and checklist. (Most important initial job duty).

Manage and perform full probate process.

Manage and draft documents for our conservatorship process and draft third party special needs trusts. (We don't currently offer first party SNT services but may if we have the right paralegal to oversee that process.)

Create funding instructions from design sheet for signing meetings

Proof spellings/details on all docs before printing for signings

Scan executed deeds/create cover letter and supporting docs - submit to county

Assist in correcting errors/corrections/changes from signing meetings on legal docs

Misc. creation of cover letters as needed

Funding: collection and completion of forms for client funding (when retained to do so)

Submitting completed funding forms and accompanying docs to financial institutions

Field client phone calls for attorneys/respond to client emails on behalf of attorneys.

Perform 3 year reviews, including identifying and contacting past clients due for reviews; prepare client review packages.

60 day /120 day funding letters to clients: including review of assets still needing to be funded
Notary services

Back up on phones/scheduling appointments if office manager is unavailable


This is a full-time salaried position.

We provide a competitive paid time off and benefit package. In addition, we completely close the office between Christmas Eve and New Year's Day.

We are flexible. While this position primarily requires you to work from the office, we can come up with a great flex time arrangement if necessary if you need to work from home at times.

We can't promise anything, but our firm has been known to enjoy some fun company spa days, golfing, breakfasts, fancy dinners, sporting event suites, and even Vegas!

You will work with some of the nicest people in the world and feel very good about the work you are doing to help other people.


Please reply to this email with a cover letter that gives us a better sense of who you are as a person, and why you think you'd be a great fit at our firm. Also include your resume.

We completely respect your confidentiality and understand it's critical not to reveal to anyone (other than our internal decision makers) that you have applied for this position until it's official.

Regrettably, we will ONLY read your application if it says "Perfect Fit" in the email subject line and you submit both a cover letter and resume.
  • Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact us with unsolicited services or offers

post id: 6850322473


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