Senior Paralegal, Estate Planning

Morgan Law Group | Newport Beach, CA | Full-Time | Hybrid Available | Minimum 3 Days On Site

Help families protect what matters most while building your career with an established Newport Beach estate planning firm.

Morgan Law Group is seeking an experienced Estate Planning Senior Paralegal to support clients through the estate planning process with professionalism, care, and attention to detail. This is a strong opportunity for someone who enjoys meaningful client interaction, precise document preparation, and the satisfaction of helping families make thoughtful decisions about their future.

This role is ideal for an estate planning paralegal or legal assistant who is confident drafting estate planning documents, comfortable communicating directly with clients, and ready to be part of a respected, collaborative, long-term practice.

About the Role

As the Estate Planning Senior Paralegal, you will play an important role in supporting the firm’s estate planning process from initial information gathering through document preparation, signing meetings, and follow-up.

You will work closely with the attorney and team members to draft and assemble comprehensive estate plans, communicate with clients, support weekly planning meetings, and help ensure each client receives a calm, organized, and high-touch experience.

This is not simply a document production role. The right candidate will bring strong technical ability, warmth with clients, careful follow-through, and pride in creating a polished experience for families navigating important planning decisions.

Key Responsibilities

• Draft and assemble estate planning documents, including revocable trusts, wills, powers of attorney, deeds, and related ancillary documents using WealthDocx.
• Communicate with clients to gather information, respond to questions, provide updates, and support a smooth planning process.
• Lead estate plan signing meetings with professionalism, warmth, and attention to detail.
• Collaborate with the attorney to finalize comprehensive estate plans.
• Participate in weekly estate planning and staff meetings.
• Maintain clear and timely client correspondence by phone, email, and in person.
• Help ensure client files, documents, and follow-up items are accurate, organized, and completed on schedule.
• Support a high-quality client experience through responsiveness, care, and strong attention to detail.

Requirements

About You

You are an experienced estate planning paralegal or legal assistant who takes pride in doing work that truly matters to clients and families.

You are detail-oriented, dependable, and highly organized. You enjoy structure, accuracy, and follow-through, but you also understand the importance of warmth, patience, and clear communication when working with clients.

You are comfortable taking ownership of your work, managing multiple priorities, and keeping documents and deadlines moving forward. You communicate professionally, work well with a team, and bring a steady, service-minded approach to each client interaction.

You are looking for more than a drafting position. You want to be part of a respected estate planning practice where your experience is valued, your role has meaningful client impact, and your professional growth is supported.

Qualifications

• Minimum of 3+ years of experience in an estate planning law firm required.
• Experience drafting estate planning documents, including trusts, wills, powers of attorney, deeds, and related planning documents.
• Experience with WealthDocx preferred.
• Comfortable interacting with clients in person, by phone, and in writing.
• Strong attention to detail, accuracy, and organization.
• High comfort level with technology and learning new systems.
• Ability to manage multiple priorities and follow matters through to completion.
• Excellent customer service skills and a collaborative, team-oriented mindset.
• Dependable, professional, punctual, and self-motivated.
• California notary public preferred, but not required.

Benefits

About the Firm

Morgan Law Group is a boutique estate planning firm in Newport Beach dedicated to helping families protect what matters most. For more than 20 years, the firm has provided thoughtful, high-touch legal guidance with professionalism, compassion, and care.

The team works collaboratively in a supportive, client-centered environment that values organization, clear communication, and exceptional service. Morgan Law Group is committed to creating a workplace where team members feel respected, supported, and proud of the work they do.

Compensation and Benefits

• $82,000 to $108,000 - commensurate with experience.
• Paid holidays to celebrate with family and friends.
• Paid vacation for rest and rejuvenation.
• Health insurance stipend.
• Retirement matching benefits available.
• Growth potential for advancing your professional skills and expanding your role.
• Work-life balance to support your well-being and personal commitments.
• Friendly, collegial environment that encourages teamwork, respect, and genuine connection.

Work Arrangement

In-office and hybrid options are available with a minimum of 3 days on site.

The position is based in Newport Beach, California.

How to Apply

Please submit your resume for confidential consideration. A cover letter is not required with your initial application. If selected for an interview, the firm will request a brief cover letter so you can share more about your interest in the position and how your experience aligns with the role.

No phone calls or direct emails to the firm will be considered.

We will contact candidates who best meet the criteria for the position.

Thank you for considering Morgan Law Group. We truly value the time and thought you invest in your application and look forward to connecting with candidates who are aligned with this opportunity.