Paralegal (Paralegal Certificate Required)

Pacific Estate Planning is looking for an enthusiastic and outgoing paralegal. Drafting accurate legal forms is important for all law firm positions, but this position is particularly looking for someone who enjoys regular client interaction and advocating on their behalf.

Prior Trust/Estates law experience is appreciated, but not required.

We are a law firm focused on estate planning. We also do probate, trust administration, debt collection defense, and business law. This is a primarily transactional (non-litigation) firm. We have a supportive environment and mentor our staff to reach their full potential. We are focused on client results and promote a cooperative work environment.

All applicants must have professional experience with Microsoft Word, Microsoft Outlook, and Excel.

A four year college degree is required. A paralegal certificate is also required. Please provide paralegal certificate along with resume.

Your work week would be Tuesday - Saturday with Sundays and Mondays off.

We are happy to train any motivated individual. If you don't know how to do any of the below, that is ok! If you are excited to learn, our attorney will happily teach you.

Job Duties

Your duties would include, but not be limited to:

• Meeting with clients to learn about their family, finances, and wishes to gather the required information for their estate plan;
• Drafting Estate Planning documents, including Wills, Trusts, Deeds, and Powers of Attorney;
• Drafting a variety of trust or estate administration documents;
• Assist clients by answering their questions regarding trust funding;
• Meeting with clients to gather information regarding their assets, liabilities, loans, monthly income, and monthly expenses;
• Engage in conference calls with clients and their creditors, and negotiate with their creditors on their behalf - independently at first, and then under attorney supervision when appropriate;
• Assist clients by answering their questions regarding their retirement accounts and calling their retirement companies with them to gain further answers to their questions;
• Printing and Scanning of Legal Documents;
• Reviewing legal documents and correcting typographical errors;
• Writing engagement letters and providing clients with signed agreements;
• Drafting and submitting bills to clients (not collections);
• Attending networking events and tradeshows with our attorney; and
• Various legal research and administrative tasks.

*Training will be provided to you in a supportive work environment.*

We value our staff and offer:

• 401k
• Bonus potential
• Growth potential
• Mentoring by our attorney
• Paid time off-vacation and sick time
• Free Parking
• Health Care Coverage Negotiable

Our firm is proud of its work and encourage all applicants to read our 300+ five star reviews on google.

This position is for immediate hire. To apply, please submit a detailed resume as well as either (1) a cover letter or (2) a 5-10 minute video telling us why you are searching for a position at our firm, why you would be the best fit for our firm, and what draws you towards the law that we practice. Respond by email to Andrew@PacificEstatePlanning.com and apply@PacificEstatePlanning.com.

Applicants will be asked for a copy of their paralegal certificate. We will contact those candidates that we feel may be a good fit for us. Candidates may be invited to work in the office for a paid trial period. Offers may be made after the trial period.

Job Type: Full-time

Pay: $30.00 - $35.00 per hour

Benefits:

• Paid time off

Education:

• Bachelor's (Required)

License/Certification:

• Paralegal Certificate (Required)

Ability to Commute:

• Murrieta, CA 92563 (Required)

Ability to Relocate:

• Murrieta, CA 92563: Relocate before starting work (Required)

Work Location: In person