Estate Planning Paralegal

Assist with the drafting of wills, trusts, powers of attorney, and advance healthcare directives, coordinate client intakes and initial consultations, and guide clients through the estate planning process. In this role, you will prepare and organize execution packages, schedule and attend signing appointments, record deeds and file documents with appropriate courts and government agencies, and maintain client files and closing packages. You will also collaborate with attorneys on estate planning matters, coordinate with tax professionals and financial advisors as needed. We are looking for someone who is compassionate, patient, and able to build strong rapport with clients who are making important decisions about their legacy and family's future.

Equal Opportunity Employer / Disabled / Protected Veterans

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For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

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We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Additional Skills

Responsibilities:
Collaborate with attorneys to draft and finalize estate planning documents.

Communicate effectively with clients to ensure their needs are met.

Attend document signings and manage related administrative tasks.

Support the team with additional duties as needed.

Qualifications: Minimum of 2 years of experience in estate planning or related legal work.
Strong skills in teamwork, attention to detail, and communication.
Ability to provide excellent customer service and work independently when required.