Paralegal, Estate Planning Specialist I

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Review and prepare deeds, assignments, and various funding documents.

• Collaborate with county recorders to ensure proper filing of deeds and supporting documents, as well as accurate fee assessment.

• Oversee workflows and processes associated with funding and related tasks.

• Assist in the establishment of entities, including the preparation of formation documents and necessary filings.

• Summarize existing estate plans.

• Aid in the development of estate planning documents, such as trusts, wills, powers of attorney, and healthcare directives.

• Input data into legal document software.

• Provide support to Attorneys (Estate Planning Strategists) and other team members in a fast-paced, document-heavy environment.

• Execute additional tasks as assigned.

⛳️ Requirements

• Paralegal Certificate is mandatory.

• Proficiency with WealthDocs is essential.

• Exceptional attention to detail is required.

• Strong written and verbal communication abilities are necessary.

• Demonstrated proactive follow-up and follow-through skills.

• Excellent organizational, time management, proofreading, and word processing capabilities.

• Ability to maintain confidentiality in all matters.

• Positive attitude and ability to collaborate effectively within a large team.

• Capacity to prioritize and manage multiple tasks in a dynamic setting.

• Availability required Monday through Friday from 8 AM to 5 PM, with the possibility of early or late hours.

• Ability to work in a professional office environment or a dedicated home office workspace.

• No heavy lifting over 10 lbs.

🏝️ Benefits

• 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 available, including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Kaiser Medical plans offered in California.

• Health Savings Account (HSA) with company contributions for those 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 during Thanksgiving.

• Generous paid time off program for vacations and sick leave.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits that include company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to allow for recovery, baby bonding, and family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for you and your loved ones, assisting with the spectrum of caring needs for aging parents, young children, and life’s challenges.

• 401(k) Retirement Plan with both Traditional and Roth options, including a per-pay period match and an after-tax option.

• Pet Insurance.

• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.

• Incentive compensation through one of Mercer Advisors’ incentive compensation programs.

• Basic technology needs provided to fulfill position requirements.