Job Title: Estate Planning Paralegal
Job Responsibilities:
- Draft legal documents, including estate plans using Wealth Docx, pleadings, discovery, settlement agreements, and other court documents.
- Organize, review, and manage documents in both paper and electronic formats.
- Handle procedural tasks in California probate courts, including filing and serving pretrial pleadings.
- Review discovery documents and prepare responses.
- Assist with trust and estate administration tasks, including preparing trust reports and accountings.
Education and Experience Information:
- A BA or BS degree and a Paralegal Certificate from an ABA-approved program are required.
- A minimum of 2 years of experience working as a Paralegal for a California law firm or equivalent environment is required.
- At least 1 year of hands-on experience drafting estate planning documents using Wealth Docx is highly preferred; scenario-building experience is a plus.
- Excellent attention to detail with a focus on accuracy and quality is required.
- Working knowledge of the California Rules of Court and Code of Civil Procedure is required.
- Proficiency in Microsoft 365 is required.
- Familiarity with Clio Grow and Clio Manage is preferred.
Salary Information:
- The salary range for this position is $52,000 - $62,400 per year.
- A signing bonus is available for a successful candidate with verified 1+ years of hands-on experience drafting California estate plans in Wealth Docx.
Additional Information:
This position is offered by a specialized law firm that helps California families protect their home, business, assets, and legacy from probate, taxes, and family drama. The firm is client-centered and values high-quality personalized legal services delivered by caring professionals. The team is committed to helping clients protect what matters most and offers a supportive work environment where everyone is valued, treated with respect, and empowered to grow professionally.
Next Steps:
Qualified applicants are encouraged to submit their resume and a writing sample via email. The application process includes skills testing, personality assessment, and reference checks. Failure to follow the specified application steps will result in the applicant not being considered for the position.
