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Tax, Trusts, & Estates Paralegal

Full-time 16 views
Company Brown & Streza LLP Location Irvine, CA, United States

Law Firm

Legal Staff

Min 2 yrs required

Full-time

Legal

Sep 14, 2022

Dec 28, 2022

May 27, 2022

Profile

Tax, Trusts, & Estates Paralegal
The candidate will be assisting in initial drafting of estate planning documents. Funding trusts with client assets. Meeting and communicating with clients and client advisors. Recording of deeds with accompanying transfer documents. Maintaining client files. Minimum 2+ years of estate planning experience., Experience drafting revocable living trusts and other foundational estate planning document , Strong follow-up and follow-through skills., Excellent organization, time management, proofreading, and word processing skills are essential. Current ABA-approved Paralegal certificate. Knowledge of WealthDocs is a plus.

Company info

Hiring Coordinator
Brown & Streza LLP
40 Pacifica
Suite 1500
Irvine, CA 92618
Phone: 949-453-2900
Fax: 949-453-2916

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