Legal Assistant or Paralegal – Estate Planning

About Us: Morgan Law Group is a boutique estate planning firm located in Newport Beach. Our dedicated team works collaboratively to provide exceptional service to our clients in a friendly and supportive environment. We value professionalism, teamwork, and dedication to serving our clients with love and care. Join us and be part of a team that encourages professional growth and work-life balance.

Benefits:

Holidays

Vacation

Growth potential

Work/life balance

Friendly, collegial environment

Bonus program

Waiting period may apply. Benefits subject to change without notice.

About You: We are seeking a legal assistant or paralegal with a minimum of two years of experience in a trust/estate planning law office. The ideal candidate will have experience drafting various estate planning documents, including wills, trusts, powers of attorney, and deeds. Additionally, experience interfacing with clients or conducting client signing meetings is highly desirable.

Responsibilities:

Using our software to create estate planning documents

Ensuring documents are prepared for client signing

Interfacing with clients to follow up and gather missing information

Conducting client signing meetings

Assembling binders for delivery to clients

Collaborating with the attorney to finalize estate plans

Qualifications:

Minimum two years of experience in an estate planning law firm

Comfortable interacting with clients in person, in writing, and on the phone

High comfort level with technology

Strong attention to detail

Self-starter and self-motivated, able to multitask

Excellent customer service skills

Strong work ethic and team player mentality

Dependability and punctuality are essential

California notary public preferred but not required

Salary: $50,000 - $75,000 Commensurate with skills and experience.

Work Arrangements: Hybrid options available, and part-time will be considered.

Application Process: To be considered for this opportunity, please submit the following:

1. Detailed resume outlining past positions and tasks performed

2. Cover letter explaining why you are seeking a new position

No phone calls or emails sent directly to the firm will be considered. Only those candidates being considered will be contacted.

If this position aligns with your skills and career goals, we want to hear from you! Join us and become part of a dynamic team dedicated to serving our clients with excellence.

Thank you for considering Morgan Law Group. We look forward to reviewing your application.