Build My Great Team® by Atticus® · 1 month ago
Legal Assistant or Paralegal, Estate Planning with Morgan Law Group
Newport Beach, California, United States
Full-time, Part-time
Hybrid
Entry, Mid Level
2+ years expMorgan Law Group is a boutique estate planning firm in Newport Beach dedicated to helping families protect what matters most. They are seeking an experienced legal assistant or paralegal to support their team by creating and preparing estate planning documents, interfacing with clients, and collaborating with attorneys.
Staffing & Recruiting
Responsibilities
Creating estate planning documents using firm software
Preparing documents for client signing
Interfacing with clients to gather information and provide follow up
Conducting client signing meetings
Assembling binders for delivery to clients
Collaborating with the attorney to finalize comprehensive estate plans
Qualification
Required
At least 2 years of estate planning experience in a trust and estate law office
Confidence in drafting estate planning documents, including wills, trusts, powers of attorney, and deeds
Experience working directly with clients or conducting signing meetings
Ability to thrive in a supportive, organized environment
Enjoy being part of a team that delivers exceptional client service
Company
Build My Great Team® by Atticus®
Are you a law firm seeking to build your dream team while still prioritizing client representation? Look no further than Build My Great Team.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase