Robert Half Paralegal in Costa Mesa, California
Estate planning paralegals in Orange County have an incredible opportunity to join an established firm!
Robert Half Legal is proud to partner with an Orange County firm that is an institution in the estate planning field. This firm is looking to bring in a new paralegal for its estate planning and trust administration practice. The firm focuses on estate planning and wealth management for high-net worth individuals. This is a boutique firm that has great tenure, with people who have been with the firm for over 15 years! Experience with estate planning is hugely preferential, but not absolutely required.
The firm is located in Orange County. This is an on-site position because this paralegal will be working closely with clients and the attorneys, who will be onsite.
Responsibilities of Paralegal Role:
Basic estate planning: drafting Wills, Revocable Trusts, Irrevocable Trusts, Durable Powers of Attorney, Advance Health Care Directives, and related documents.
Strong understanding of probate court system and experience with probate processes, procedures, and filings.
Trust Administration –
Reviewing trusts, working with clients to gather information, and organizing the information received.
Prepare deeds and assessor forms.
Draft documents for corporate formation and ongoing maintenance, limited liability companies and limited partnerships (a plus, but not required).
Calendar management experience (using Outlook).
Able to manage a high frequency of emails, phone calls and client interaction.
Maintain accurate and complete client files, including data entry into practice management/time billing system.
They use Clio.
Strong organization and time-management skills with attention to detail.
Must have excellent communication skills (both verbal and written).
Notarize legal documents.
Hours: 40-hour weeks!
Compensation - 75,000 to 90,000
Discretionary annual bonus
Medical dental vision covered by firm!
2 weeks of vacation AND 2 weeks of personal time!
Able to be onsite in Orange County
MINIMUM 3 years of law firm or corporate legal experience, ideally estate planning experience.
Licensed notary public is a plus!
TO APPLY, ONLY send resume directly to Recruiting Manager, Steve Aroutounians at Steve [dot] Aroutounians [at] RobertHalf [dot] [com]
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.