Paralegal | Estate Planning | 147428 | Vacaville, CA

A well-established law firm is seeking an experienced Estate Planning Paralegal to provide comprehensive support to attorneys and clients throughout the Estate Planning process. This role involves managing all aspects of Estate Planning matters, from initial client intake to the final execution of customized estate plans.

Key Responsibilities:

• Draft, edit, and prepare estate planning documents such as revocable and irrevocable trusts, wills, powers of attorney, advance health care directives, and related amendments under attorney supervision.
• Guide clients through each phase of the estate planning process with professionalism and empathy, ensuring clear communication and understanding.
• Assist with asset alignment and trust funding, including the preparation of transfer documents and beneficiary designations.
• Support attorneys with trust administration and probate matters, ensuring compliance with deadlines and filing requirements.
• Maintain accurate client records, case files, and internal deadlines.
• Coordinate document signings, notarizations, and delivery of finalized estate plans.
• Collaborate with attorneys, clients, financial advisors, and tax professionals to ensure effective implementation of estate plans.
• Stay informed on changes in estate planning law, best practices, and document drafting standards.

Qualifications:

• Minimum of 5 years of direct experience as an estate planning paralegal in a law firm or similar legal environment.
• Strong knowledge of estate planning concepts, probate processes, and trust administration.
• Exceptional organizational skills and acute attention to detail.
• Excellent written and verbal communication skills, with a client-focused approach.
• Ability to manage multiple projects and deadlines independently.
• Proficiency in legal practice management software and Microsoft Office Suite.
• Paralegal certificate or degree preferred; substantial relevant experience may be considered instead of formal education.

Compensation and Benefits:

• Full-time position with a salary range of $70,000 to $78,000 per year.
• Comprehensive benefits package including 401(k) with matching, health, dental, and life insurance, paid time off, paid sick leave, disability insurance, and free parking.

This position is ideal for a motivated Paralegal who thrives in a client-centered environment and is committed to delivering high-quality legal support in estate planning and administration.

Salary Range: $70,000 – $78,000

Reference: 147428