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Remote Estate Planning Paralegal Jobs in Riverside, CA

Tax Alchemy

Financial Advisor, CFP Professional

Irvine, CA · On-site +1

$85K - $100K/yr

Remote Reporting To: Principal & CEO Compensation: $85,000 - $100,000 / year Description We are ... Estate planning fundamentals * Communicate complex strategies in a manner that is clear, accessible ...

The Community Wellness Project LLC

Sales Associate

Anaheim, CA · On-site +1

$15 - $20.25/hr

... estate planning, tax resolution, or a related professional services environment. ● Strong ... Remote, hybrid, or local-market engagement depending on business requirements ● Compensation: Up ...

Redwitz Inc

Senior Tax Associate

Irvine, CA · On-site +1

$90K - $115K/yr

Prepare trusts, estate and gift tax returns, knowledgeable of estate & trusts a plus. Assume tax ... Assists with year-end tax planning and quarterly estimates; Assists with year-end projections for ...

Redwitz Inc

Tax Manager

Irvine, CA · On-site +1

$115K - $150K/yr

... and estates and trust. Demonstrate strong technical knowledge in a variety of tax and accounting ... Serve as a trusted advisor to clients, providing strategic tax planning and consulting services.

BPM LLP

Tax Manager - Flowthrough Experience

Irvine, CA · On-site +1

$180K - $220K/yr

... Estate, Consumer Business, and Professional Services industries, providing strategic tax planning ... Champion sustainable workplace practices by supporting remote-first operations, promoting paperless ...

BPM LLP

Tax Manager - Flowthrough Experience

Irvine, CA · On-site +1

$180K - $220K/yr

... Estate, Consumer Business, and Professional Services industries, providing strategic tax planning ... Champion sustainable workplace practices by supporting remote-first operations, promoting paperless ...

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All JobsEstate Planning Paralegal JobsRemote Estate Planning Paralegal JobsRemote Estate Planning Paralegal Jobs in Riverside, CA

Remote Estate Planning Paralegal information

See Riverside, CA salary details

$36K

$63.8K

$101.2K

How much do remote estate planning paralegal jobs pay per year?

As of Aug 24, 2026, the average yearly pay for remote estate planning paralegal in Riverside, CA is $63,779.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,200.00 and $72,500.00 per year, depending on experience, location, and employer.

What is a remote estate planning paralegal?

A Remote Estate Planning Paralegal is a legal professional who assists attorneys with preparing and managing documents related to wills, trusts, powers of attorney, and other estate planning matters, all while working from a remote location. They handle client communication, draft legal documents, conduct research, and help ensure compliance with relevant laws and deadlines. This position allows for flexibility in work location while still supporting the essential functions of estate planning law firms or departments.

How does a remote estate planning paralegal typically collaborate with attorneys and clients while working offsite?

As a Remote Estate Planning Paralegal, collaboration with attorneys and clients is primarily facilitated through secure digital communication platforms, such as video conferencing, email, and document management systems. Paralegals are often responsible for drafting estate planning documents, gathering necessary client information, and coordinating signatures or notarizations, all while maintaining confidentiality and compliance with legal standards. Regular virtual meetings and clear communication help ensure that tasks are completed accurately and on schedule. Building strong remote working relationships and being proactive in updates are key to success in this role.

What are the key skills and qualifications needed to thrive as a remote estate planning paralegal, and why are they important?

To thrive as a Remote Estate Planning Paralegal, you need a solid understanding of estate planning law, document preparation, and legal research, usually supported by a paralegal certificate or relevant experience. Familiarity with legal case management software, document drafting tools, and secure virtual communication platforms is essential. Strong organizational skills, attention to detail, and the ability to communicate clearly with both clients and attorneys make someone stand out in this position. These skills ensure accurate, efficient legal support and client satisfaction in a remote environment where independent work and reliability are crucial.

What is the difference between Remote Estate Planning Paralegal vs Remote Real Estate Paralegal?

AspectRemote Estate Planning ParalegalRemote Real Estate Paralegal
Required CredentialsParalegal certification, estate planning knowledgeParalegal certification, real estate law knowledge
Work EnvironmentLaw firms, estate planning firms, online legal servicesReal estate firms, title companies, online legal services
Employer & Industry UsagePrimarily in estate planning and elder lawPrimarily in real estate transactions and title work

Remote Estate Planning Paralegals focus on estate documents, wills, and trusts, while Remote Real Estate Paralegals handle property transactions and title searches. Both roles require paralegal certification and work in legal environments, but they specialize in different legal areas. Understanding these differences helps job seekers find the right remote legal support role.

What are the most commonly searched types of Estate Planning Paralegal jobs in Riverside, CA?

The most popular types of Estate Planning Paralegal jobs in Riverside, CA are:

What are popular job titles related to Remote Estate Planning Paralegal jobs in Riverside, CA?

For Remote Estate Planning Paralegal jobs in Riverside, CA, the most frequently searched job titles are:

What job categories do people searching Remote Estate Planning Paralegal jobs in Riverside, CA look for?

The top searched job categories for Remote Estate Planning Paralegal jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Remote Estate Planning Paralegal jobs?

Cities near Riverside, CA with the most Remote Estate Planning Paralegal job openings:

Remote Estate Planning Paralegal jobs near you
Infographic showing various Remote Estate Planning Paralegal job openings in Riverside, CA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $63,779 per year, or $30.7 per hour.

Attorney (Estate Planning Strategist) - (Bay Area, Orange County, San Diego)

Mercer Advisors

Orange, CA • Remote

$90K - $130K/yr

Full-time

Posted 4 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Estate Planning team is part of our Wealth Solutions group, which is a dynamic team environment consisting of professionals dedicated to providing and implementing planning strategies for our high new worth clients.

For this role we have a strong preference for candidates in the Bay Area, Orange County, or San Diego, as we anticipate this person will likely be in-office at least 1-2 day per month.

Essential Job Functions for this role include:

  • Independently meet with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans
  • Independently reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances
  • Answering general informational estate planning questions from clients and advisor teams
  • Serving as an in-house resource in estate planning to wealth management teams nationwide
  • Remaining current with related estate, trust, and tax legislation nationwide
  • Eligible to support business development through leading presentations and thought leadership publications, as necessary
  • Managing a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring
  • Other duties as assigned

Knowledge, Skills, and Abilities:

  • Juris Doctor (JD)
  • Licensed to practice law in at least one state
  • Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients
  • 2-6 years legal experience in estate planning preferred
  • Ability to travel up to 25%

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

#LI-Remote

Application Deadline: The initial deadline for applications is 9/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

Base Pay Range
$90,000—$130,000 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • 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 for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

What Mercer Advisors employees say

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