Reviewing and preparing deeds, assignments, and other funding documents
Working with county recorders to ensure deeds and supporting documents are properly filed and fees are accurate
Managing workflows and processes related to funding, and related tasks
Assisting in the creation of entities, including preparation of formation documents and filings
Preparing summaries of existing estate plans
Support creation of estate planning documents, including trusts, wills, powers of attorney, and healthcare directives, and entering data into legal document software
Other duties, as assigned

Paralegal Certificate required
Knowledge of WealthDocs required
Focused on proactive follow-up and follow-through
Excellent organization, time management, proofreading, and word processing skills
Adaptable and able to maintain confidentially with all matters
Have a “can do” positive attitude while working well as part of a large team
Ability to prioritize and multi-task in a dynamic environment

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays including a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance

Paralegal, Estate Planning Specialist

Key skills