What are the responsibilities and job description for the Estate Planning Paralegal position at Talley LLP?
Paralegal (Full-Time, Onsite)
Location: Orange, CA (3 days onsite/2 days remote) After 90 days
Department: Talley Law Group (TLG)
Reports to: Legal Department Director – Tax & Legal
About the Firm
Talley, LLP, along with its affiliated entities—Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively, “Talley”)—is a fully integrated financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners.
Founded in 1989, Talley partners with clients as trusted business advisors, delivering innovative and comprehensive solutions to complex financial and operational challenges. Our mission is to become each client’s Most Trusted Advisor (MTA) by helping them achieve their business objectives efficiently and profitably.
Our services include:
Position Overview
Talley Law Group (TLG) is seeking a highly organized and tech-savvy Estate Planning Paralegal to support multiple attorneys with estate planning and tax-driven transactional matters. This role is ideal for:
Core Responsibilities
Location: Orange, CA (3 days onsite/2 days remote) After 90 days
Department: Talley Law Group (TLG)
Reports to: Legal Department Director – Tax & Legal
About the Firm
Talley, LLP, along with its affiliated entities—Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively, “Talley”)—is a fully integrated financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners.
Founded in 1989, Talley partners with clients as trusted business advisors, delivering innovative and comprehensive solutions to complex financial and operational challenges. Our mission is to become each client’s Most Trusted Advisor (MTA) by helping them achieve their business objectives efficiently and profitably.
Our services include:
- Audit & Assurance, including financial reporting
- Tax compliance, planning, and advisory
- Business consulting
- Estate planning, business planning, M&A, and tax law (via TLG)
- Outsourced accounting, controller, and CFO services
- M&A and operational consulting (via TCG)
Position Overview
Talley Law Group (TLG) is seeking a highly organized and tech-savvy Estate Planning Paralegal to support multiple attorneys with estate planning and tax-driven transactional matters. This role is ideal for:
- Experienced paralegals (3-5 years) with exposure to entity formation, and estate planning work.
- Entry-level candidates with strong technical aptitude and organizational skills who are eager to grow within a boutique legal environment
Core Responsibilities
- Provide case management and administrative support to attorneys handling corporate, entity formation, estate planning, and transactional matters with tax components
- Coordinate document execution, entity formation filings, and correspondence with clients and external agencies
- Maintain organized digital files and project tracking systems
- Review, edit, and format legal documents using Microsoft Word and Adobe Acrobat
- Conduct research, including Secretary of State filings, IRS lookups, and basic legal research
- Assist in preparing client deliverables, transactional checklists, estate planning documents, and entity playbooks
- Utilize Excel for tracking, budgeting, and data analysis (including formulas, lookups, and pivot tables)
- Collaborate with legal, tax, and operations teams to ensure consistency and complian
- Hands-on experience with entity formations and estate planning matters
- Strong proficiency in Microsoft Excel, including formulas, VLOOKUPs, pivot tables, and formatting
- Ability to work effectively in a fast-paced environment with direct communication styles
- Interest in tax-driven corporate work and comfort handling sensitive financial data
- Bachelor’s degree in a related field
- Exceptional attention to detail and ability to manage multiple priorities simultaneously
- Adaptability and comfort navigating shifting priorities
- Strong sense of ownership, accountability, and initiative
- 3–5 years of experience supporting transactional, corporate, tax, or estate planning attorneys (preferred, but high-potential candidates will be considered)
- Paralegal certificate (not required)
- Notary Public certification (not required, but highly valued)
- Experience drafting or proofreading transactional documents, entity filings, estate planning documents, or closing binders
- Familiarity with document management and e-signature platforms (e.g., iManage, DocuSign, Adobe Sign)
- Experience leveraging artificial intelligence (AI) tools for drafting, summarization, research, or document review is a strong plus
- Experience supporting tax-focused legal or accounting teams
- Background in M&A, corporate reorganizations, or complex entity structures
- Familiarity with legal research platforms (e.g., LexisNexis, Westlaw)
- Resilient, self-motivated, and receptive to direct feedback
- Thrives in a high-performance, boutique environment
- Strong client-service orientation and organizational discipline
- Proactive communicator who seeks clarity and takes initiative
- Positive attitude, adaptability, and a collaborative mindset
- Hybrid schedule (3 days onsite / 2 days remote) after 90 days of employment
- Collaborative and transparent culture within an integrated tax and legal team
- Direct mentorship from experienced transactional attorneys
- Clear path for growth into advanced paralegal or legal operations roles