Paralegal

Lancier Legal, PC - La Mesa, CA

Full-time - Entry Level

La Mesa, CA

Professional, Scientific, and Technical Services

About the position

Are you a dedicated and detail-oriented paralegal with a passion for estate planning? Join our dynamic and forward-thinking estate planning law firm, where we prioritize client care and innovative legal solutions. As a paralegal in our firm, you will play a critical role in ensuring our clients' peace of mind as they plan for their future. You will work closely with our experienced attorneys in a collaborative team environment. We pride ourselves on providing exceptional service and fostering professional growth for our team members. At our firm, you will benefit from continuous learning opportunities, a supportive and inclusive workplace culture, and the chance to make a meaningful impact on our clients' lives. If you are looking for a rewarding role that offers professional development, client interaction, and a positive work-life balance, we invite you to apply and become a valued member of our team.

Responsibilities

• Draft wills, trusts, powers of attorney, advance healthcare directives, and other estate planning documents.
• Prepare trust transfer deeds and other property transfer documents.
• Conduct client interviews to gather necessary information for estate planning documents.
• Maintain regular communication with clients to provide updates and answer questions.
• Schedule and coordinate client meetings, including consultations and document signings.
• Organize and maintain client files and documents, ensuring all records are accurate and up-to-date.
• Track case progress and ensure deadlines are met.
• Manage the intake process for new clients, including data entry and initial document preparation.
• Assist attorneys with administrative tasks such as calendaring, filing, and correspondence.
• Manage billing and invoicing for estate planning services.
• Review and ensure the accuracy of documents before finalization and client execution.
• Assist in maintaining compliance with firm policies and procedures.
• Utilize the firm's case management software and client communication app to manage and track cases.
• Assist clients with using the firm's technology for virtual meetings and document tracking.

Requirements

• Must have great time-management skills and organizational skills.
• Must have strong interpersonal skills and talent for writing and grammar.
• Minimum 1 year of prior experience in a law firm environment.
• Notary license.
• Strong preference for candidates who have completed a paralegal professional certification or have an advanced paralegal education.
• Must live in San Diego County.

Benefits

• Continuous learning opportunities
• Supportive and inclusive workplace culture
• Professional development
• Positive work-life balance