Trust & Estate Paralegal
Talley LLP, California, MO, United States
Location:
Orange, CA (3 days onsite/2 days remote) After 90 days
Department:
Talley Law Group (TLG)
Reports to:
Legal Department Lead – 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)
Talley is a boutique firm with 70+ U.S.-based professionals and 20–30 offshore team members. Headquartered in Orange, CA, we foster a hybrid work culture built on accountability, performance, and exceptional client service.
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
The ideal candidate will demonstrate precision, resilience, and resourcefulness, with the ability to manage competing priorities, handle sensitive information with discretion, and thrive in a fast-paced, client-focused 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 compliance
Required Qualifications (Must-Haves)
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)
Preferred Qualifications (Nice-to-Haves)
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)
Soft Skills & Cultural Fit
Resilient, self-motivated, and receptive to direct feedback
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
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Orange, CA (3 days onsite/2 days remote) After 90 days
Department:
Talley Law Group (TLG)
Reports to:
Legal Department Lead – 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)
Talley is a boutique firm with 70+ U.S.-based professionals and 20–30 offshore team members. Headquartered in Orange, CA, we foster a hybrid work culture built on accountability, performance, and exceptional client service.
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
The ideal candidate will demonstrate precision, resilience, and resourcefulness, with the ability to manage competing priorities, handle sensitive information with discretion, and thrive in a fast-paced, client-focused 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 compliance
Required Qualifications (Must-Haves)
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)
Preferred Qualifications (Nice-to-Haves)
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)
Soft Skills & Cultural Fit
Resilient, self-motivated, and receptive to direct feedback
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
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