Estate Planning Paralegal

Description

Orange County Firm Seeks Estate Planning Paralegal: NO BILLABLES

Established and highly respected Orange County law firm seeks an Estate Planning Paralegal to join its sophisticated trusts and estates practice. This well-known regional firm has served clients for decades and maintains a strong reputation for handling high-level matters across multiple practice areas.

Estate Planning Paralegal Responsibilities: 50% Estate Planning & 50% Trust Administration

• Draft revocable living trusts, wills, powers of attorney, advance healthcare directives, trust amendments, trust restatements, certifications of trust, and related estate planning documents.

• Prepare trust funding documentation and assist with asset transfers involving real property, business interests, and financial accounts.

• Prepare and record deeds, including grant deeds, quitclaim deeds, and transfer deeds.

• Assist with trust administration matters, including trustee acceptance documents, beneficiary notifications, and administration checklists.

• Track trust administration deadlines and compliance requirements.

Hours: NO BILLABLE HOUR REQUIREMENT

• 40-hour work week (no overtime)

Perks:

• Lifestyle-oriented firm with excellent work-life balance.

• Exceptional culture with almost nonexistent turnover.

• We have successfully placed more than 10 attorneys and legal support professionals with this firm, and nearly all remain with the organization today.

Salary:

• $90,000-$125,000 annually, depending on experience, plus bonus opportunities.

Benefits:

• Medical coverage with employer contribution toward employee and dependent plans.

• Dental coverage for employees.

• 401(k) plan with discretionary profit-sharing contribution.

• Year-end bonus.

• PTO and paid sick leave.

TO APPLY, ONLY send resume directly to Vice President of Direct Hire, Samantha Graham at Samantha [dot] Graham [at] RobertHalf [dot] [com]

Requirements

• 4+ years of Estate Planning experience

• Paralegal certificate or bachelor's degree

TO APPLY, ONLY send resume directly to Vice President of Direct Hire, Samantha Graham at Samantha [dot] Graham [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.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

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.

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