Job Details

Paralegal Business and Estate Plans

Company name

Talley & Company

Organization Type

In-House

Job Type

Legal Staff

Date Last Verified

Aug 03,2018

Posted on

Jun 13,2018

Years of Experience

Min 3 yrs required

Location

Orange, CA
Practice Area
Trusts and Estates >> Trusts and Estates
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Paralegal Business and Estate Plans The candidate will be assisting the estate planning attorneys with fast-paced administrative, document intensive projects, and a heavy workload in the areas of business planning, corporate governance, succession planning, mergers and acquisitions and real estate. Assisting in initial drafting of estate planning documents. Funding trusts with client assets. Recording of deeds with accompanying transfer documents. Entity formation. Preparing engagement agreements. Preparing first drafts of form documents for attorney review. Maintaining client files. Legal writing and research. Management of client relationships. Strong follow-up and follow-through skills. Must have 3+ years of legal experience with drafting estate planning documents. Should have current ABA-approved paralegal certificate. Knowledge of foundational estate planning is needed. Excellent organization, time management, proofreading, and word processing skills are essential.

Company info

Hiring Coordinator
Talley & Company
600 City Parkway West
Suite 650
Orange, CA 92868

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