Paralegal (Estate Planning, Probate/Trust Admin)

Paralegal (Estate Planning, Probate/Trust Admin)

19 Dec 2024
California, Los angeles, 90001 Los angeles USA

Paralegal (Estate Planning, Probate/Trust Admin)

Are you an experienced paralegal seeking a fulfilling and challenging role in estate planning, probate, and trust administration? Do you thrive in an autonomous, supportive, and mission-driven environment?

Our boutique estate planning law firm in Monterey Park, California, is looking for a senior paralegal to join our close-knit team and take ownership of cases from start to finish.

Why Work With Us?

We’re not your typical law firm. Our Christian-led firm values teamwork, respect, and service, fostering a peaceful and uplifting environment where every team member is appreciated. Say goodbye to office politics and rigid hierarchies, and hello to meaningful work with autonomy and balance. Here, you're not just an employee; you're part of a mission-driven family.

What We Offer:

Autonomy and Responsibility: Manage estate planning, probate administration, and trust administration cases from start to finish with minimal supervision.

Work-Life Balance: Flexible hours, no billable requirements, and a supportive environment that prioritizes your well-being.

Generous Benefits: Enjoy two weeks of Christmas vacation, one week for a mid-year break during July 4th, extra paid time off, flexible scheduling for family needs, and weekly team lunches exploring local culinary delights. We also offer excellent medical, dental, and vision benefits, with the firm covering 90% of monthly premiums.

Mission-Driven Work: Beyond legal service, we channel a portion of our revenue to empower our community with the love of Christ.

What We’re Looking For:

We’re seeking a dedicated senior paralegal who can independently handle the entire process of estate planning, probate administration, and trust administration. Here’s what you’ll bring:

Experience: At least 5+ years of paralegal experience in the areas of estate planning, probate, and trust administration.

Organization and Efficiency: Ability to manage a high caseload while maintaining exceptional attention to detail and meeting deadlines.

Client-Focused: Strong interpersonal and communication skills, with a passion for building client relationships and providing excellent service.

Tech-Savviness: Proficiency with legal technology and software; familiarity with WealthCounsel is a plus.

Language Skills: Fluency in Mandarin is a bonus but not required.

About Us:

Since 2015, we’ve served over 1,000 satisfied clients by providing peace and hope through personalized estate planning. Leveraging virtual meetings and mobile notaries, we embrace efficiency for our team and convenience for our clients. Our work is more than a job—it’s a calling to make a difference, one family at a time.

How to Apply:

To be considered, follow these instructions exactly:

Email family@treeoflife.legal with the subject line "Your Name - Paralegal Application" (replace "Your Name" with your full name). Attach your resume in PDF format and include two professional references. In the body of your email, provide two paragraphs explaining why you’re excited to join our firm. DO NOT attach a separate cover letter.

If you’re ready to bring your expertise and passion for estate planning to a supportive and mission-driven team, we can’t wait to hear from you!

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