Trusts and Estates Paralegal

3 weeks ago


Santa Monica, United States Jakle, Alexander & Patton, LLP Full time

Responsibilities include:

- Case planning, development, and management
- Fact gathering and retrieving information
- Legal research
- Drafting and analyzing legal documents
- Collect, compile, and utilize technical information to make an independent decision and recommendation to the supervising attorney
- Prepare, edit, review and organize legal documents and correspondence
- Prepare letters to clients and third parties
- Prepare deeds and other real property documents
- Prepare property tax related forms and correspond with assessor’s office in various counties
- Prepare, serve, and file pleadings
- Prepare accounts and reports
- Check probate notes and prepare supplements
- Fax and e-file documents in various counties
- Record documents with various counties
- Guide clients in gathering information for estate and trust matters
- Prepare Estate Plan documents and follow up with clients
- Revise and edit Estate Plan documents
- Assist with Estate Plan Document signings and client follow up post-signing
- Process signed Estate Plan documents
- Notarize documents as needed
- Communicate with clients and third parties
- Demonstrate exceptional organizational skills including calendaring of follow-ups
- Track settlement, probate and other cases, meet deadlines, and move all cases forward to completion
- Responsible for creation and maintenance of files for related cases
- Handle incoming calls and schedule appointments for related cases
- Keep supervising attorney informed as to status of cases and projects
- Demonstrate leadership skills; maintain positive mindset
- Assist attorneys with tasks and other duties as assigned, including special projects; provide other administrative support as needed
- Must maintain timesheets and keep billable time current

Other requirements and important information:

- Must meet qualifications of subdivision (c) of Section 6450 of California Business & Professions Code (“B&P Code”)
- Trusts & Estates experience is strongly preferred
- 40-hour work week with regular office hours either 8:30am to 5:30pm or 9:00am to 6:00pm. No nights or weekends
- This position is in office, in person.
- Billable hour requirement of 1,200 billable hours per year

Benefits and compensation:

- Compensation: $30 - $38/hour, depending on experience
- Benefits: 4% match 401k (after one year); Health Care and Vision
- Vacation: After 6 months, 2 weeks annual vacation, accrual capped at 2 weeks
- Paid sick leave: In accordance with City of Santa Monica wage and hour laws
- Year-end bonus and future salary increase, if any, is completely discretionary, based on profitability of the Firm, exemplary performance, experience and professional growth, contribution to the Firm both financially and operationally, and keeping time current
- Firm will pay annual membership dues for the Santa Monica and Los Angeles County Bar Associations, and for 4 hours of reasonably priced continuing education per year for programs which are related to our areas of practice or intended to meet legal ethics requirements under subdivision (d) of Section 6450 of the B&P Code

Pay: $30.00 - $38.00 per hour

Expected hours: 40 per week

**Benefits**:

- 401(k)
- Health insurance
- Vision insurance

Schedule:

- Monday to Friday
- No nights
- No weekends

**Experience**:

- Microsoft Office: 2 years (preferred)
- Trusts and Estates: 1 year (preferred)

Work Location: In person


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