Tax, Trusts, & Estates Paralegal

Job Description Job Description At Brown & Streza, we offer a collaborative work environment with many opportunities for career growth along with a variety of perks and benefits to support and enhance our team’s experience. In addition to health and wellness benefits, we offer weekly lunches, monthly birthday celebrations, monthly in-office massages, and an employee recognition program.

Our Fun Committee organizes small events every month, in addition to several larger events throughout the year including an Admin Day celebration, summer party, Harvest Lunch and Christmas Lunch. Our staff has the opportunity to take part in our profit sharing after their five-year anniversary. We recognize that our team is integral to our ability to provide exceptional work, so we work hard for our team.

Tax, Trusts, & Estates Paralegal Brown & Streza, LLP is a mid-sized law firm in Orange County that focuses on Business Planning, Estate Planning, Complex Income Tax Planning, Charitable Sector and Mergers & Acquisitions. We are seeking a detail-oriented Paralegal to work with several estate planning attorneys. The position involves assisting the attorneys with fast-paced document intensive projects and a heavy workload, focused on irrevocable trusts.

The firm has been growing consistently, and this position is an opportunity for someone to grow in their career. We provide training and a supportive and collaborative work environment. In addition to the benefits below, the firm also has an employee recognition program.

Responsibilities and duties include: Working with attorneys and paralegals in a collaborative environment to review documents provided by clients and perform due diligence on clients’ existing documents, as well as preparing flow charts and spreadsheets to track information. Assisting in initial drafting of estate planning documents, specifically focused on irrevocable trusts.

Funding trusts with client assets. Communicating with clients and client advisors. Recording of deeds with accompanying transfer documents.

Maintaining client files. Requirements: Minimum 2 years of estate planning experience. Experience drafting revocable living trusts and/or irrevocable trusts and other foundational estate planning documents.

Strong follow-up and follow-through skills. Excellent organization, time management, proofreading, and word processing skills are essential. Proficiency in MS Office programs and Windows.

Current ABA-approved Paralegal certificate or equivalent experience. High level of accuracy and attention to detail. Knowledge of WealthDocs is preferred.

Experience working with corporate and/or real estate transactions is preferred. Physical Requirements: Frequent standing and walking Sitting for up to four hours at a time Bending and stooping as needed Benefits: 6 medical plan options (3 offering an employer funded HSA) Dental and vision plans 401(k) plan with significant employer matching Great working environment Orange County Register 2024 Top Workplace Schedule 38 hour work week – ½ day Fridays This role is potentially hybrid, depending on experience Applicants will be asked to submit a resume, cover letter and 3 professional references.