Legal Assistant/Paralegal Estate Planning jobs in United States
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Varner & Brandt LLP ยท 1 month ago

Legal Assistant/Paralegal Estate Planning

Varner & Brandt LLP is seeking an experienced legal assistant/paralegal with comprehensive estate planning knowledge. The role involves assisting attorneys, conducting research, drafting estate planning documents, and ensuring compliance with regulations.

ConsultingFinanceLegalReal Estate

Responsibilities

Assist attorneys with their daily activities
Conduct research
Assist with the drafting and reviewing of estate planning documents
Monitor and ensure compliance with state and federal regulations
Record and store client information

Qualification

Estate planningDocument managementLegal researchMicrosoft WordMicrosoft ExcelMicrosoft OutlookAccounting knowledgeMultitaskAttention to detailCommunication skillsOrganizational skillsInterpersonal skills

Required

Must be an experienced Legal Secretary/Paralegal well versed in estate planning with 3+ years of experience
Must have a stable background, preferably with small to mid-size law firms
Familiarity with document management
Familiarity with legal research
Ability to prioritize and multitask
Excellent written and verbal communication skills
Possess strong attention to detail and deadlines and excellent organizational and interpersonal skills
A high degree of proficiency with Microsoft Word, Outlook, Excel and document management systems strongly preferred

Preferred

Accounting knowledge is a plus

Benefits

401(k)
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Profit sharing
Training & development
Vision insurance

Company

Varner & Brandt LLP

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With legal roots in the Inland Southern California community since 1873, Varner & Brandt utilizes the deep relationships developed in the communities we serve to anticipate the needs and opportunities of our clients in matters complex and routine.

Funding

Current Stage
Early Stage

Leadership Team

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Brad Neufeld
Partner
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