Estate Planning Paralegal
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Trusts & Estates Paralegal
Law Firm seeks an experienced full-time, in-office, Trusts & Estates Paralegal to join a boutique law firm providing tax, succession, estate planning and trust administration services to its clients.
PLEASE NOTE - THIS IS NOT A REMOTE POSITION. EMPLOYMENT REQUIRES WORKING IN-OFFICE IN SAN CARLOS, CA.
Responsibilities:
- Draft Living Trusts, Wills, Powers of Attorney and Advance Health Care Directives and Irrevocable Trusts
- Draft Incapacity, Probate, and Trust Administration documents
- Draft and file petitions with the Court
- Assist clients with collection, appraisal and distribution of assets
- Prepare client communications
- Prepare accounting and gift and estate tax returns
- Assist in the formation of entities such as Limited Liability Companies
- Perform legal research
- Provide administrative/clerical tasks including answering telephones, scheduling appointments and providing support for front desk/receptionist
Performance, Skills and Abilities:
- Excellent organizational skills, ability to multi-task, be detail-oriented, and proficient with Microsoft Office, Outlook, and Excel
- Proactive and a team player, adaptable to a fast-paced environment, self-motivated and possess initiative to complete tasks with minimal supervision
- Exceptional verbal and written communication skills; the position requires extensive professional contact with clients, court, county offices, supervisory attorneys and staff
Preferences:
- 2+ years as an Estate Planning Paralegal
- Bachelor’s Degree, ABA accredited Paralegal Certificate a plus
- California Notary License
- Proficiency in Clio law firm management software
Perks:
- Salary is commensurate with experience
- 401k, Medical and Life Insurance
To Apply: Please send a resume with cover letter, contact information and explain relevant experience. A skills assessment may be required.
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