Tax, Trusts, & Estates Paralegal

Company: Brown & Streza LLP
Location: Irvine
Posted on: June 24, 2022

Job Description:

Brown & Streza, LLP is a mid-sized law firm in Orange County, California that focuses on Business Planning, Estate Planning, Complex Income Tax Planning, Charitable Sector and Mergers & Acquisitions.
Tax, Trusts, & Estates ParalegalWe are seeking a detail-oriented Paralegal to work with several estate planning Attorneys. The position involves assisting the Attorneys with fast-paced document intensive projects and a heavy workload.
Responsibilities and duties include:

• 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.
  Requirements:
  • Minimum 2+ years of estate planning experience.
  • Experience drafting revocable living trusts and other foundational estate planning documents.
  • 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.
    Physical Requirements:
    • Frequent standing and walking
    • Sitting for up to four hours at a time
    • Bending and stooping as needed
      Benefits:
      • PPO medical plan with employer funded HSA
      • 401(k) plan with significant employer matching
      • Half-day Fridays
      • Great working environment
      • Orange County Register 2020 and 2021 Top Workplace winner
        Applicants will be asked to submit a resume and cover letter.

Keywords: Brown & Streza LLP, Irvine , Tax, Trusts, & Estates Paralegal, Accounting, Auditing , Irvine, California