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Estate Planning Paralegal

4 months ago

San Carlos, United States Falk, Barrot & Associates, LLP Full time

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.