Estate Planning Paralegal Job at Robert Half (Petaluma)

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Estate Planning Paralegal

Established and highly respected Orange County law firm seeks an Estate Planning...

Location

United States , Newport Beach

Salary:

90000.00 - 130000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

4+ years of Estate Planning experience
Paralegal certificate or bachelor's degree

Job Responsibility

Draft revocable living trusts, wills, powers of attorney, advance healthcare directives, trust amendments, trust restatements, certifications of trust, and related estate planning documents
Prepare trust funding documentation and assist with asset transfers involving real property, business interests, and financial accounts
Prepare and record deeds, including grant deeds, quitclaim deeds, and transfer deeds
Assist with trust administration matters, including trustee acceptance documents, beneficiary notifications, and administration checklists
Track trust administration deadlines and compliance requirements
Coordinate trust distributions and assist with trust account administration
Support attorneys with sophisticated estate planning and wealth preservation matters
Utilize Microsoft Office Suite, Adobe, and document management systems to maintain client files and workflow efficiency

What we offer

Medical coverage with employer contribution toward employee and dependent plans
Dental coverage for employees
401(k) plan with discretionary profit-sharing contribution
Year-end bonus
PTO and paid sick leave

Fulltime

Estate Planning Paralegal

We are looking for an experienced Estate Planning Paralegal to join a respected ...

Location

United States , Richmond

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 5 years of paralegal experience, with substantial work in estate planning and probate matters
Demonstrated knowledge of wills, trusts, estate administration, and probate law procedures
Ability to manage multiple active files in a deadline-driven legal environment without sacrificing accuracy
Strong written and verbal communication skills for working with attorneys, clients, and outside parties
Excellent organizational skills and close attention to detail in document preparation and file maintenance
Detail-oriented demeanor and discretion when supporting individuals and families with sensitive legal matters
Prior experience assisting high-net-worth clients is strongly preferred

Job Responsibility

Prepare and revise estate planning documents such as wills, trusts, powers of attorney, and related probate filings with a high degree of accuracy
Partner with the attorney on complex planning strategies for high-net-worth clients, helping move matters forward efficiently and thoroughly
Support probate and estate administration cases from initial intake through final documentation and case closing
Communicate with clients to gather information, provide status updates, and ensure required records are completed and submitted on time
Maintain organized physical and electronic files so legal documents, correspondence, and case materials remain current and accessible
Coordinate signing appointments, notarization, and execution of legal documents while confirming all formalities are properly completed
Assist with attorney correspondence, deadlines, and overall case workflow to keep multiple matters progressing smoothly
Review case materials for completeness and follow up on missing information needed for estate planning and probate matters

What we offer

Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance
Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan

Fulltime

Estate Planning Paralegal

As a Part-Time Estate Planning Paralegal at Woven Legal LLC, you will play a key...

Location

United States , CA

Salary:

30.00 - 31.00 USD / Hour

Woven Legal

Expiration Date

Until further notice

Requirements

Experience drafting estate planning documents (wills, trusts, powers of attorney, etc.)
Strong attention to detail and commitment to accuracy
Ability to manage deadlines and prioritize tasks effectively
Proficiency in WealthCounsel and MyCase (preferred)
Experience conducting client intakes and spotting key issues or missing information (a plus)
Strong communication skills and a client-focused approach
A proactive, solutions-oriented mindset

Job Responsibility

Gather and analyze client information, including existing estate plans and asset details
Draft wills, codicils, trust agreements, amendments, and powers of attorney
Manage document preparation and execution
Oversee full estate planning workflow from initial client intake through final signing
Conduct client intake reviews and identify key issues or missing information
Prepare and revise draft documents
Lead draft review meetings with clients
Facilitate signing meetings to ensure proper execution of all documents
Assist clients with funding
Maintain regular communication to manage expectations

Parttime

Estate Planning Paralegal

Immediate need for an experienced Estate Planning Paralegal to support a boutiqu...

Location

United States , Petaluma

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum 2+ years of experience as an Estate Planning Paralegal
Experience drafting common estate planning documents and assisting with trust funding
Strong organizational skills and ability to manage multiple priorities in a client-facing environment
Excellent written and verbal communication skills
Proficiency with Microsoft Office Suite
Comfortable working with Apple/Mac operating systems and standard office equipment
Ability to work onsite in Petaluma, CA

Job Responsibility

Draft estate planning documents including revocable and irrevocable trusts, wills, durable powers of attorney, advance health care directives, and HIPAA authorizations
Prepare supporting documents such as grant deeds, beneficiary change forms, claims forms, assessor documents, and trust funding documentation
Assist with trust funding by coordinating with financial institutions and advisors
Conduct client interviews and provide updates regarding estate planning matters
Prepare estate planning document packages and coordinate client signing appointments
Maintain organized case files and track tasks to ensure matters progress efficiently
Schedule client meetings, calls, and signing appointments
Provide occasional front office coverage and assist with administrative tasks such as filing, scanning, and document preparation

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Parttime

Estate Planning Paralegal

Immediate need for an experienced Estate Planning Paralegal to support a boutiqu...

Location

United States , Petaluma

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum 2+ years of experience as an Estate Planning Paralegal
Experience drafting common estate planning documents and assisting with trust funding
Strong organizational skills and ability to manage multiple priorities in a client-facing environment
Excellent written and verbal communication skills
Proficiency with Microsoft Office Suite
Comfortable working with Apple/Mac operating systems and standard office equipment
Ability to work onsite in Petaluma, CA

Job Responsibility

Draft estate planning documents including revocable and irrevocable trusts, wills, durable powers of attorney, advance health care directives, and HIPAA authorizations
Prepare supporting documents such as grant deeds, beneficiary change forms, claims forms, assessor documents, and trust funding documentation
Assist with trust funding by coordinating with financial institutions and advisors
Conduct client interviews and provide updates regarding estate planning matters
Prepare estate planning document packages and coordinate client signing appointments
Maintain organized case files and track tasks to ensure matters progress efficiently
Schedule client meetings, calls, and signing appointments
Provide occasional front office coverage and assist with administrative tasks such as filing, scanning, and document preparation

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan
free online training

Estate Planning Paralegal

Join Woven Legal LLC as a Part Time Estate Planning Paralegal and take your care...

Location

United States , San Francisco

Salary:

30.00 - 31.00 USD / Hour

Woven Legal

Expiration Date

Until further notice

Requirements

Experience working in California Law
Strong analytical abilities
Excellent communication skills
Attention to detail
Proactive approach to problem-solving
Effective organizational skills
Ability to learn quickly

Job Responsibility

Conduct initial client intake reviews to identify key issues
Prepare and accurately draft client information packets (CIMI)
Manage document versions from drafting through completion
Facilitate Draft Review meetings
Prepare for client signing sessions
Handle funding coordination, including post-signing confirmations and asset checklists
Offer funding support to clients
Address basic trust funding inquiries

Parttime

Estate Planning Paralegal

A downtown Minneapolis law firm is seeking an experienced Estate Planning Parale...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3–10+ years of experience as an estate planning or probate paralegal in an in-house or law firm setting
Familiarity with probate and trust administration processes
Experience with preparation of federal estate tax returns
gift tax return experience preferred
Proficiency in MS Word, Excel, and probate court e-filing software
Strong organizational, time-management, and attention-to-detail skills
detail oriented written and verbal communication skills
Experience billing time in a law firm environment preferred

Job Responsibility

Provide paralegal support to attorneys in estate planning, probate, and trust administration matters
Prepare, review, and organize legal documents, correspondence, and client files
Assist with the administration of probate estates and trusts, including tracking assets, deadlines, and required filings
Coordinate court filings, notices, and service requirements
Communicate with clients, beneficiaries, courts, and third parties as needed
Maintain and update case management systems and calendars
Assist with the preparation of tax-related documents, including estate and gift tax returns, as applicable
Ensure compliance with court rules, filing deadlines, and firm procedures

What we offer

401k (with match)
Health
Dental
PTO
Paid Holidays
Hybrid scheduling
medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Paralegal - Estate Planning & Guardianship

Robert Half is partnering with a well-established boutique law firm in the Lynnw...

Location

United States , Lynnwood

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum 5+ years of experience as a Paralegal supporting Estate Planning and/or Guardianship/Probate practices
Strong working knowledge of Washington State court procedures, including guardianship filings and probate processes
Proven experience drafting estate planning documents with minimal supervision
Familiarity with e-filing systems, court rules, and compliance requirements
Highly organized with strong attention to detail and the ability to manage multiple matters simultaneously
All applicants applying for U.S. job openings must be legally authorized to work in the United States.

Job Responsibility

Draft, revise, and finalize estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, advance healthcare directives, and beneficiary designations
Prepare and file guardianship and probate pleadings, including petitions, inventories, accountings, and court reports in accordance with Washington State court requirements
Coordinate and manage court filings (e-filing and physical filing), calendaring deadlines, and ensuring compliance with local rules and procedures
Serve as a point of contact for clients, providing updates, gathering information, and maintaining a high level of professionalism and confidentiality
Assist attorneys with guardian/conservator reporting obligations, including annual filings and compliance tracking
Manage case files from inception through closing, including document organization, intake, and file maintenance
Communicate with courts, financial institutions, medical providers, and third parties to support case progression
Track critical deadlines and proactively manage attorney calendars related to hearings, filings, and client deliverables
Support attorneys with trust funding and asset transfer processes, including preparation of deeds and beneficiary forms
Maintain accuracy in document preparation and ensure all materials meet firm and regulatory standards

What we offer

4 weeks of paid time off (PTO)
100% employer-paid medical coverage
401(k) with 4% employer match
11 paid holidays
Free on-site parking
Hybrid work flexibility

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