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Estate Planning Legal Assistant

2 months ago

San Francisco, California, United States Hall Law Firm, P.C. Full time

About Hall Law Firm, P.C.: Hall Law Firm, P.C. is a distinguished boutique law practice located in San Francisco, focusing on Estate Planning with an emphasis on Special Needs and Settlement Planning. We pride ourselves on our exceptional reputation and dedication to providing a supportive and inclusive workplace where every member of our team is appreciated and has the opportunity for both personal and professional advancement. Our firm values work/life balance and offers numerous avenues for continuous training and development.

Position Overview: We are in search of a skilled Hybrid Paralegal who is dedicated to positively impacting the lives of families and their loved ones. The successful candidate will possess experience in general Trust Administration, Estate Planning, Conservatorships, and Court Supervised matters. This position merges traditional paralegal responsibilities with administrative functions, ensuring a varied and engaging work environment. As part of our professional team, you will have the chance to engage in meaningful work and enjoy a rewarding career.

Key Responsibilities:

  • Assist attorneys in the planning, development, and management of cases.
  • Conduct legal research and prepare legal documents.
  • Interview clients to gather pertinent facts and information.
  • Collect, compile, and analyze technical information to provide independent recommendations to supervising attorneys.
  • Organize and manage case files and documentation effectively.
  • Provide administrative support as necessary, including coordinating meetings and maintaining records.
  • Ensure adherence to local, state, and federal regulations.
  • Maintain client confidentiality and uphold ethical standards in all interactions.

Qualifications:

  • Ideally, 3+ years of experience in estate planning and probate.
  • Experience with both Court and Non-Court Supervised Trust Administration and Conservatorships is preferred.
  • Strong drafting abilities with meticulous attention to detail.
  • Exceptional work ethic and a commitment to excellence.
  • Experience with and strong focus on billable hours.
  • Positive demeanor, empathy, and strong interpersonal skills.
  • Able to work independently as well as collaboratively within a team.
  • Compassionate and patient approach to client interactions.

Benefits Offered:

  • Competitive salary based on experience, inviting serious discussions regarding your legal career.
  • Three weeks of paid time off (PTO).
  • Comprehensive medical insurance for employees, with options for family coverage.
  • Dental and vision insurance plans.
  • Commuter benefits available.
  • Flexible hybrid work arrangement, allowing for remote work 2-3 days per week.
  • Paid Continuing Legal Education (CLE).
  • Supportive work environment with advanced software and systems.
  • Opportunities for ongoing training and mentorship.

Application Process: If you are enthusiastic about this opportunity and meet the qualifications outlined above, please submit a detailed resume along with a cover letter explaining your motivation for seeking a new position and your suitability for our firm. We appreciate your interest in our firm, and only candidates who meet our requirements will be contacted for the next steps.

Thank you for considering Hall Law Firm, P.C. for your next career move. We look forward to reviewing your application.