Trust and Estate Attorney Support
3 weeks ago
We are seeking a skilled Paralegal to join our team at Ambrecht & Martinez, LLP in Santa Barbara, California. The successful candidate will have a strong background in estate planning, tax law, or a related field and be able to support attorneys in preparing and managing estate planning documents and cases.
Key Responsibilities- Prepare estate planning documents, including wills, trusts, and powers of attorney.
- Conduct research and analysis on estate planning, tax law, and succession matters.
- Support attorneys in preparing and filing court documents and tax forms.
- Maintain accurate and confidential client files.
- Collaborate with attorneys and clients to gather necessary documentation and provide updates.
- Review and summarize legal documents for attorney review.
- Manage deadlines and assist with case management.
- Liaise with financial institutions and other professionals to facilitate client needs.
The salary for this position is $95,000 - $125,000 per year, depending on experience, and includes a comprehensive benefits package.
About Our FirmAmbrecht & Martinez, LLP is a boutique law firm specializing in estate planning, tax law, and succession planning. Our team is dedicated to providing exceptional client service in a collaborative and professional environment.
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