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Estate Planning Paralegal

JDS Law, Inc.Temecula, CA, US

Posted 7 hours ago

Description

Protect What Matters Most


At JDS Law, we help California families and business owners protect what they have spent a lifetime building—their families, businesses, homes, assets, and legacies.


We are looking for an Estate Planning Paralegal who does more than complete tasks. We want someone who takes ownership, solves problems before they become emergencies, communicates openly, and genuinely cares about helping clients achieve peace of mind.


If you are the type of professional who notices details others miss, follows through without being reminded, continuously seeks improvement, and takes pride in producing exceptional work, we would like to meet you.

Responsibilities

  • Draft estate planning documents using Wealth Docx.
  • Assist with California trust disputes, including filing, service of pleadings, and court-related procedures, and prepare related legal documents, including pleadings, discovery, and settlement agreements.
  • Support trust and estate administration, including preparing trust reports, accountings, and related documentation.
  • Handle California business entity formations, filings, and ongoing maintenance.
  • Proactively manage deadlines, maintain accurate client files, identify potential issues early, and recommend practical solutions.
  • Deliver an exceptional client experience through timely communication, attention to detail, and outstanding client service.

Qualifications

Required

  • Bachelor’s degree and Paralegal Certificate from an ABA-approved program.
  • Minimum 2 years of paralegal experience in a California law firm or similar environment.
  • Strong written and verbal communication skills.
  • Excellent organizational and project-management abilities.
  • High level of accuracy and attention to detail.
  • Proficiency with Microsoft 365.


Preferred

  • Experience drafting estate planning documents and building scenarios using Wealth Docx.
  • Familiarity with Clio.
  • Experience with trust administration and probate matters.

Compensation

$25 - $30/hour

About JDS Law, Inc.

Who Thrives at JDS Law

Our best team members embody our core values:

  • Proactive Engagement: You anticipate needs, think ahead, and take initiative. You don't wait to be told what to do when you can see what needs to be done.
  • Ownership: You take full responsibility for your work. You address problems early, communicate openly, and focus on solutions—not excuses.
  • Transparency: You communicate honestly and proactively. You raise concerns early, ask questions, and keep others informed so they can make sound decisions.
  • Relentless Professionalism: You are prepared, dependable, respectful, and committed to doing things the right way. You lead with curiosity, not assumptions, and treat everyone with professionalism.
  • Progress: You pursue continuous improvement. You welcome feedback, learn from mistakes, and actively develop your skills and expertise.

If these values describe how you already operate, we want to hear from you.

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