Paralegal, Estate Planning at Brown & Streza LLP

Irvine, California, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Apr, 26

Salary

85000.0

Posted On

24 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Paralegal Experience, Estate Planning, Document Drafting, Client Communication, File Maintenance, Time Management, Organization, Attention to Detail, MS Office Suite Proficiency

Industry

Law Practice

Description

At Brown & Streza, we offer a collaborative work environment with many opportunities for career growth along with a variety of perks and benefits to support and enhance our team’s experience. In addition to health and wellness benefits, we offer weekly lunches, monthly birthday celebrations, monthly in-office massages, and an employee recognition program. Our FUN Committee organizes small events every month, in addition to several larger events throughout the year including an Admin Day celebration, summer party, Harvest Lunch and Christmas Lunch. Our staff has the opportunity to take part in our profit sharing matrix after their five-year anniversary. We recognize that our team is integral to our ability to provide exceptional work, so we work hard for our team. Estate Planning Paralegal Brown & Streza, LLP is a mid-sized law firm in Orange County that focuses on Business Planning, Estate Planning, Complex Income Tax Planning, Charitable Sector and Mergers & Acquisitions. We are seeking a detail-oriented paralegal to work with one or more estate planning attorneys. 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. * Preparation of deeds and accompanying transfer documents. * Maintaining client files. Qualifications: * Required: * Minimum 2 years of paralegal work experience. * Current ABA-approved paralegal certificate. * Strong follow-up and follow-through skills. * Excellent organization, time management, and proofreading skills. * High level of accuracy and attention to detail. * Proficiency with MS Office Suite and Windows. * Preferred: * 5 years of experience working as a paralegal. * Experience working in estate planning, drafting revocable living trusts and other foundational estate planning documents. * Experience with WealthDocs, NetDocs & LawBase. Physical Requirements: * Frequent standing and walking * Sitting for up to four hours at a time * Bending and stooping as needed Benefits: * 5 medical plan options (3 offering an employer funded HSA) * Dental and vision plans * 401(k) plan with significant employer matching * Great working environment * Orange County Register 2025 Top Workplace * OC Business Journal 2025 Best Place to Work Schedule: * 38-hour work week – ½ day Fridays * This role could be hybrid eligible after the 90-day introductory period. Salary: $55,000 - $85,000 (dependent on experience) Applicants should submit a resume and cover letter and will be asked to submit 3 professional references.

Responsibilities

The paralegal will assist in drafting estate planning documents and funding trusts with client assets. They will also communicate with clients and maintain client files.