Estate Planning Specialist
4 days ago
We are seeking a highly skilled and detail-oriented Paralegal to join our Santa Barbara office. This in-office position plays a critical role in supporting attorneys by preparing legal documents, conducting research, and managing casework.
Key Responsibilities- Draft and prepare estate planning documents, including wills, trusts, and powers of attorney.
- Conduct legal research and analysis on estate planning, tax law, and succession matters.
- Assist in preparing and filing court documents and tax forms.
- Organize and maintain client files, ensuring accuracy, confidentiality, and compliance with legal standards.
- Coordinate with attorneys and clients to gather necessary documentation and provide updates.
- Review and summarize legal documents for attorney review.
- Track deadlines and assist with case management to ensure timely execution of deliverables.
- Liaise with financial institutions, accountants, and other professionals to facilitate client needs.
- Education: Associate's degree or higher in Paralegal Studies or a Paralegal Certificate from an ABA-approved program.
- Experience: Minimum of 3 years of experience as a paralegal, preferably in estate planning, tax law, or probate.
- Strong knowledge of legal terminology, procedures, and documentation.
- Proficiency in legal research tools (e.g., Westlaw, LexisNexis) and legal document preparation.
- Excellent written and verbal communication skills.
- Exceptional attention to detail and organizational skills.
- Ability to work collaboratively in an in-office team environment.
- Proficiency in Microsoft Office Suite and legal case management software.
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