What are the responsibilities and job description for the Paralegal, Estate Planning position at Brown | Streza?
Why Join Brown & Streza?
Brown & Streza, LLP is a mid-sized law firm in Irvine, CA, that focuses on Business Planning, Estate Planning, Complex Income Tax Planning, Charitable Sector and Mergers & Acquisitions.
We offer a collaborative work environment with meaningful opportunities for career growth. In addition to comprehensive health and wellness benefits, we provide weekly lunches, monthly birthday celebrations, in‑office massages, and an employee recognition program.
Our FUN Committee organizes monthly activities and annual firm‑wide events, including an Admin Day celebration, summer party, Harvest Luncheon, and Christmas Luncheon.
Staff members are eligible to participate in our profit‑sharing program after their five‑year anniversary. We recognize that our team is integral to delivering exceptional work, and we are committed to investing in and supporting our people.
About the Role
We are seeking a detail-oriented paralegal to work with one or more estate planning attorneys.
Responsibilities
- Assists with initial drafting of estate planning documents
- Funds trusts with client assets
- Meets and communicates with clients and client advisors
- Prepares deeds and accompanying transfer documents
- Maintains client files
Qualifications
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.
Pay Range
$55,000 - $85,000 (dependent on experience and qualifications)
Benefits
- 5 medical plans (3 options offer an employer funded HSA)
- Dental and vision plans
- 401(k) plan with significant employer matching
- Great working environment
- Mentorship
- Orange County Register 2025 Top Workplace
- OC Business Journal 2025 Best Place to Work
Schedule
- 38-hour work week – ½ day Fridays
- This role could be hybrid eligible after the 90-day introductory period
Equal Opportunity Statement
Brown & Streza LLP is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.
Salary : $55,000 - $85,000