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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

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