Paralegal (Estate Planning Specialist I)

The role

The Paralegal (Estate Planning Specialist I) supports Attorneys and team members with document-intensive tasks. This role involves reviewing deeds, preparing estate planning documents, and managing funding workflows.

What you will do

• Reviewing and preparing deeds, assignments, and other funding documents
• Working with county recorders to ensure deeds and supporting documents are properly filed
• Managing workflows and processes related to funding
• Assisting in the creation of entities and preparation of formation documents and filings
• Preparing summaries of existing estate plans
• Support creation of estate planning documents including trusts, wills, powers of attorney, and healthcare directives
• Entering data into legal document software
• Other duties, as assigned

Required qualifications

• Paralegal Certificate required
• Knowledge of WealthDocs required
• Focused on proactive follow-up and follow-through
• Excellent organization, time management, proofreading, and word processing skills
• Adaptable and able to maintain confidentially with all matters
• Have a “can do” positive attitude while working well as part of a large team
• Ability to prioritize and multi-task in a dynamic environment
• Routinely sitting and standing for periods of time
• No heavy lifting over 10 lbs

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan

Before you apply

• The initial deadline for applications is 11/30/2026
• Mercer Advisors participates in E-Verify

About the company

Mercer Advisors has been helping families integrate financial planning, investment management, business management, tax, estate, and insurance for more than 40 years. They are an independent fiduciary ranked #1 RIA Firm in the nation by Barron’s for two consecutive years.