Gaw Estate Planning · 1 month ago
Legal Assistant/Paralegal
Napa, CA
Full-time
Onsite
Entry, Mid Level
$70K/yr - $90K/yrGaw Estate Planning, located in Napa, California, is seeking a Full-Time Legal Assistant / Paralegal to support their trust administration and estate planning practice. This role focuses on client intake, drafting estate plans, and maintaining trust administration processes while serving as a primary point of contact with clients.
Law Practice
Responsibilities
Manage and support client intake and ongoing client communications, serving as a consistent point of contact throughout
Maintain and monitor step-by-step trust administration timelines and checklists, ensuring deadlines and milestones are met
Prepare, organize, and track core trust administration documents, including notices, asset collection materials, inventories, distribution schedules, and correspondence
Managing and organizing client files as well as keeping client database and document management systems up to date
Draft and prepare initial estate planning documents: trusts, wills, powers of attorney, health care directives, assets, amendments, and related documents
Qualification
Required
Law firm experience mandatory
Detail-oriented and proactive
Comfortable working directly with clients
Ability to manage and support client intake and ongoing client communications
Maintain and monitor step-by-step trust administration timelines and checklists
Prepare, organize, and track core trust administration documents
Managing and organizing client files
Keeping client database and document management systems up to date
Draft and prepare initial estate planning documents
Preferred
Knowledge of estate planning and trust administration is preferred but not required
Process-driven and highly organized
Comfortable working in a systematized environment
Benefits
Simple IRA with limited matching
Medical benefits
Supplemental dental
Life and disability
Vacation
Sick leave
Company
Gaw Estate Planning
Located in Napa, California, Gaw Estate Planning is committed to providing personalized services based on the unique needs of our clients.
Founded in 2018
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase