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Senior Paralegal Estate Planning

The Wagon Legacy
Placentia, CA Full Time
POSTED ON 4/8/2025
AVAILABLE BEFORE 5/7/2025

We are looking for an experienced and self-motivated Paralegal with Expertise in Estate Planning to join our outstanding team. Our firm is dedicated to providing exceptional service to a wonderful group of clients who truly value our work.

Job Description

The ideal candidate is a highly organized professional with strong analytical skills, excellent attention to detail, and a passion for estate planning. Responsibilities include:

  • Drafting legal documents, such as wills, trusts, powers of attorney, and healthcare directives, under attorney supervision.
  • Recording and managing deeds, ensuring property transfers align with the client's estate plan.
  • Client meetings and communication, including gathering information, reviewing documents, explaining processes, and answering non-legal advice questions.

Benefits

  • Health, vision, and dental insurance.
  • Life insurance.
  • Quarterly team activities, including outings and social events.
  • Car washes monthly.
  • 401(k) after 1 year of service.
  • Paid time off.
  • Bonuses based on workload and performance.

We prioritize a stable and cooperative work environment, where employees feel valued and supported.

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