Paralegal (Estate Planning Specialist I)

Overview

This Paralegal (Estate Planning Specialist I) role supports attorneys and other team members in a team-centric, document-intensive environment. The position involves fast-paced legal support work requiring strong attention to detail, as well as excellent written and verbal communication.

Responsibilities

• Review and prepare deeds, assignments, and other funding documents
• Coordinate with county recorders to ensure deeds and supporting documents are properly filed and fees are accurate
• Manage workflows and processes related to funding and related tasks
• Assist with the creation of entities, including preparation of formation documents and filings
• Prepare summaries of existing estate plans
• Support preparation of estate planning documents, including trusts, wills, powers of attorney, and healthcare directives, and enter data into legal document software
• Perform other duties as assigned

Requirements

• Paralegal Certificate required
• Knowledge of WealthDocs required
• Strong proactive follow-up and follow-through
• Excellent organization, time management, proofreading, and word processing skills
• Ability to maintain confidentiality with all matters
• Positive “can do” attitude and ability to work well as part of a large team
• Ability to prioritize and multitask in a dynamic environment

Preferred Qualifications

Not specified.

Compensation & Benefits

• Base pay range: $32—$37 USD
• Incentive compensation: Eligible to earn incentive compensation through an incentive compensation program
• Base pay is determined based on factors including geographic location, relevant experience, education, skills, and licenses/certifications

Benefits include:

• Company-paid Basic Life & AD&D Insurance
• Company-paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plan options, including two High Deductible Health Plans and a Traditional Co-Pay medical plan
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care
• 14 company-paid holidays, including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits including company-paid STD, any supplemental STD, plus Parental Leave (8 weeks)
• Adoption Assistance Reimbursement Program
• Company-paid concierge services for eligible employees and their loved ones
• 401(k) Retirement Plan with Traditional and Roth options, with per pay period match and an after-tax option
• Pet Insurance
• Personalized financial planning and guidance offered at preferred employee pricing

Work Schedule

• Availability required during standard business hours, Monday through Friday, from 8AM to 5PM
• At times, early or late hours may be required to meet business tasks and deadlines for external and internal client needs
• Non-exempt roles: record working time into the timekeeping system daily at the start and end of each workday, plus a 30-minute unpaid lunch period

Working Conditions

• May be performed in a professional office environment or a dedicated home office workspace free of interruptions
• Basic technology needs will be provided to satisfy position requirements
• Routine sitting and standing for periods of time
• No heavy lifting over 10 lbs

Application Information

• Initial application deadline: 11/30/2026
• Applications submitted after this date may still be considered on a rolling basis until the position/program is filled
• If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received

Additional Information

• Equal opportunity employer
• Participates in E-Verify and complies with federal employment eligibility verification requirements
• Not accepting unsolicited resumes from agencies and/or search firms for this job posting
• If you need an accommodation during the application or hiring process, request accommodations through the designated accommodation process (accommodation requests only)

Location

Not specified.