Are you tired of the “big firm” environment and looking for a change? Do you want to be more involved with clients and feel like you’re making a difference? Do you take extreme pride in your work? If this describes you, we are looking for you!
San Clemente Estate Law is a boutique firm handling estate planning and administration, trusts and probate. We believe that every family deserves the strongest possible protection and the chance to control their money in later life – no matter what! We’re committed to listening to our clients with sensitivity and respect. We are searching for a paralegal experienced in estate planning and trust administration to join our expanding team.
We value our staff and offer*:
- Health insurance
- 401k after 1 year
- Monthly bonuses when meeting firm goals
- Growth potential
- Free parking
- Great location – 2 blocks from the pier
- Relaxed environment
*Waiting period applies. Subject to change without notice.
We have a relaxed environment in a great location with a team that works well together. We believe in work/life balance and overtime is rare. We have team meetings daily as well as a weekly meeting. When firm revenue goals are met monthly bonuses are awarded.
Our ideal candidate has 3+ years’ experience in estate planning and administration, has strong attention to detail, takes ownership for their work, and is a stickler for proper grammar and spelling. You enjoy work independently but also as part of a team.
Duties include but are not limited to:
- Drafting estate plans
- Drafting pleadings for probate matters
- Handling trust administration
- Preparing and recording deeds
- E-filing of documents in court
- Meeting with clients to review documents
- Witnessing documents
Education and experience:
- 3+ years’ experience in estate planning and administration
- Associates degree
- WealthCounsel software
- Notary public a plus or willing to become a notary
- Excellent communication skills both verbal and written
- Excellent writing skills
Salary commensurate with experience.
To apply for this opportunity, please submit a detailed resume as well as a cover letter telling us why you are searching for a new position and why you are the best candidate for our firm. We also request that you complete the Indeed skill assessment that will be sent to you.
Emails sent directly to the firm, phone calls and in-person applications will not be considered. No agencies please.
Only those candidates being considered will be contacted.
Salary: $3,500 - $5,000/month