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Estate Planning Legal Assistant
2 months ago
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, particularly in Special Needs and Settlement Planning. We pride ourselves on our excellent reputation and commitment to providing a supportive and inclusive workplace where every member is valued and encouraged to grow both personally and professionally. Our firm emphasizes a healthy work/life balance and offers numerous opportunities for continuous training and development.
Position Overview: We are in search of a dedicated Hybrid Paralegal who is enthusiastic about 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 integrates traditional paralegal responsibilities with administrative functions, creating a diverse and engaging work environment. As part of our professional team, you will have the chance to contribute to meaningful projects and enjoy a rewarding career.
Key Responsibilities:
- Assist attorneys in case planning, development, and management.
- Conduct legal research and draft various legal documents.
- Interview clients to gather essential 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 needed, including coordinating meetings and maintaining records.
- Ensure compliance with applicable local, state, and federal regulations.
- Uphold client confidentiality and adhere to ethical standards.
Qualifications:
- Ideally, 3+ years of experience in estate planning and probate.
- Preferred experience with Court and Non-Court Supervised Trust Administration and Conservatorships.
- Strong drafting abilities with meticulous attention to detail.
- Exceptional work ethic and a commitment to excellence.
- Experience with and a keen 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.
Benefits:
- Competitive salary based on experience.
- Three weeks of paid time off.
- Comprehensive medical insurance for employees, with options for family coverage.
- Dental and vision insurance.
- Commuter benefits.
- Flexible hybrid work arrangement, allowing for remote work 2-3 days per week.
- Paid continuing legal education.
- Excellent working environment with advanced software and systems.
- Opportunities for ongoing training and mentorship.
Application Process: Interested candidates are encouraged to submit a detailed resume along with a cover letter that outlines their qualifications and explains their interest in this position. We appreciate your interest in Hall Law Firm, P.C. and will contact only those candidates who meet our requirements for the next steps.
