Estate Planning Paralegal
3 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/receptionistPerformance, 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 staffPreferences:
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 softwarePerks:
Salary is commensurate with experience 401k, Medical and Life Insurance-
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