What are the responsibilities and job description for the Estate Planning Paralegal position at Rehmani & Associates?
About the Firm :
We are a well-established, small law firm in Tustin, seeking a motivated and experienced Paralegal with at least two years of experience to assist in the areas of Trust Administration and Estate Planning.
Role Overview :
As a Paralegal, you will work closely with the Attorney and other team members, contributing to the preparation and execution of key legal documents, client interactions, and overall administrative tasks. We are looking for someone eager to learn and grow within the firm while providing exceptional support to our clients.
Primary Responsibilities :
- Estate Planning Paralegal Tasks :
- Draft estate planning documents (wills, trusts, powers of attorney, etc.) using ADAPT estate planning software
- Meet with clients for signing appointments
- Perform some legal research
- Assist with phone answering
- Calendaring and scheduling appointments
- Handle mail, scanning, and faxing
- Input legal costs into client files using legal software
- Maintain organization and compliance with deadlines
- Assist in drafting trust administration documents
- Other Duties :
- Billable hours per day
- Quickly learn the trust administration and estate planning, including relevant legal terminology
- Quickly learn the basics of our other firm offerings
- Obtain Notary License (Firm will cover associated costs)
Required Skills and Qualifications :