What are the responsibilities and job description for the Estate Planning and Business Formation Paralegal position at Tresp, Day & Associates?
Job Description:
Since 1992, Tresp, Day, & Associates, Inc. has been the leader in domestic and international estate planning nationwide. Our Solana Beach, California office seeks to add an experienced Paralegal with business formation experience to our growing staff. Our office is located in the Cedros Design District, just a short walk from the beach, cafes, and shops.
Work with successful and entrepreneurial clients from across the nation and abroad, at the forefront of estate planning and asset protection strategies. We are proud to have exceptional staff in a collegial and family-oriented environment with drafting tools including the full suite of WestLaw, CEB OnLaw, and WealthCounsel.
Qualifications:
- Bachelor's degree and/or paralegal certification.
- Minimum of 3 years of experience in estate planning and business law.
- Strong understanding of estate planning techniques and business formation.
- Excellent communication and interpersonal skills, with the ability to effectively interact with clients and team members.
- Detail-oriented approach to document preparation and review, ensuring accuracy and completeness of legal materials.
- Ability to manage multiple projects and prioritize tasks in a fast-paced environment.
Key Responsibilities:
- Assist attorneys in estate and business planning, including the formation of corporations, LLCs, and other business entities.
- Prepare and review legal documents related to business formation, such as articles of incorporation, articles of organization, and operating agreements.
- Communicate with clients, financial advisors, and other professionals to facilitate the establishment and management of trusts and business entities.
- Provide ongoing support and guidance to clients on estate planning and business matters, addressing any questions or concerns that may arise.
Job Type: Full-time
Pay: $28.00 - $34.00 per hour Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Salary : $28 - $34