Brown | Streza · 10 hours ago
Paralegal, Estate Planning
Orange County, CA
Full-time
Hybrid
Entry, Mid Level
$55K/yr - $85K/yr
2+ years expBrown & Streza is a mid-sized law firm in Orange County specializing in various planning services. They are seeking a detail-oriented paralegal to assist with estate planning attorneys by drafting documents, funding trusts, communicating with clients, and maintaining client files.
Real Estate
Responsibilities
Assisting in initial drafting of estate planning documents
Funding trusts with client assets
Meeting and communicating with clients and client advisors
Preparation of deeds and accompanying transfer documents
Maintaining client files
Qualification
Required
Minimum 2 years of paralegal work experience
Current ABA-approved paralegal certificate
Strong follow-up and follow-through skills
Excellent organization, time management, and proofreading skills
High level of accuracy and attention to detail
Proficiency with MS Office Suite and Windows
Preferred
5 years of experience working as a paralegal
Experience working in estate planning, drafting revocable living trusts and other foundational estate planning documents
Experience with WealthDocs, NetDocs & LawBase
Benefits
5 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 2025 Top Workplace
OC Business Journal 2025 Best Place to Work
Company
Brown | Streza
Brown | Streza is a law firm providing exceptional, integrated legal services in the areas of tax, estate, business, charitable planning, mergers and acquisitions, business succession planning, estate administration, real estate and emerging growth.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brett Gallow
Partner
Corrie Sauer
Chief Administrative Officer
Company data provided by crunchbase