Estate Planning Assistant

1 week ago

San Francisco, California, United States BUCHALTER, A PROFESSIONAL CORPORATION Full time
Estate Planning Assistant Job Description

Buchalter APC is seeking an experienced Estate Planning Assistant to support our San Francisco office. The ideal candidate will have 3-5 years of strong estate planning experience, including knowledge of California Probate & Trust law and procedure and federal tax law and procedure.

Key Responsibilities:
  • Editing and proofreading of estate planning and trust administration documents
  • Assisting in drafting various estate planning documents, including trusts, wills, assignments, powers of attorney, advance health care directives, and recordation of deeds with accompanying transfer documents
  • Assisting in drafting trust administration documents, including checklists, certifications of trust, beneficiary releases and agreements, court petitions, probate documents, pleadings, and asset inventories
  • Filing federal tax documents, including Forms 709, 706, 8971, etc.
  • Filing probate court documents, including court petitions and coordinating service of process on parties
  • Arranging for valuations as necessary
  • Obtaining EINs
  • Assisting executor/trustee with the collection, valuation, and distribution of assets
  • Coordinate and carry out mailing, filing, and other administrative tasks for client projects
  • Preparing client memos and correspondence to clients and other professionals as needed
  • Performing legal research
  • Preparing signing instruction memoranda and finalizing estate documents for signature
  • Facilitating meetings, client calls, and maintaining attorney's calendars
  • Assisting in client estate planning signing appointments as needed
  • Notary service (Public Notaries would be very helpful)
  • Coordinating with the records and conflicts departments in the opening and closing of matters
  • Database management of all relevant documents; routine document filing
  • Preparing physical and electronic estate planning and transaction binders for clients
  • Expense reimbursements
  • Entering and editing attorney time as necessary

Requirements:

  • Experience with and basic knowledge of revocable estate planning documents (revocable trust, health care directives, trustee's certification, powers of attorney, wills, etc.) and basic irrevocable estate planning documents (irrevocable trusts, assignments, etc.)
  • Experience with recording and filing real property transfer documents
  • Experience with court filings and service on parties, including e-filing
  • Experience with assembling and filing federal tax returns
  • Experience with calendaring deadlines and reminders on master calendar, in addition to managing calendaring calls and meetings for multiple attorneys
  • The ideal candidate will interact well with others in a team setting, work effectively under pressure, be detail-oriented, eager to learn, and have strong organizational and communication skills
  • Excellent verbal and written skills are required

Benefits:

  • Buchalter APC offers a competitive salary, 401K, profit sharing, a generous benefits package, commuter benefits, PerkSpot Discount Program, company events, and more
  • Buchalter is currently offering a hybrid work model for this position

Pay Scale: The reasonably expected pay scale for this position is $70-100k. This is an employer estimate and the salary offered within that range, and the potential for bonus and bonus amount, will depend on candidate's years of practice, experience, and performance.

  • Estate Planning Assistant

    2 weeks ago

    San Francisco, California, United States Lincoln Group Full time

    About the RoleWe are seeking an experienced Estate Planning Legal Assistant to join our team at Lincoln Group. As a key member of our team, you will be responsible for providing administrative support to our attorneys and assisting with estate planning and trust administration tasks.Key ResponsibilitiesEdit and proofread estate planning and trust...

  • Estate Planning Assistant

    3 weeks ago

    San Francisco, California, United States BUCHALTER, A PROFESSIONAL CORPORATION Full time

    Estate Planning Legal Assistant Job DescriptionBuchalter APC is seeking an experienced Estate Planning Legal Assistant to support our San Francisco office. As a key member of our team, you will play a vital role in assisting our attorneys with estate planning and trust administration matters.Key Responsibilities:Assist in drafting and editing estate planning...

  • Estate Planning Assistant

    3 days ago

    San Francisco, California, United States Lincoln Group Full time

    The Lincoln Group is seeking an experienced Estate Planning Legal Assistant to join their team in San Francisco, CA.Type of Hire: Direct HireTitle: Estate Planning Legal AssistantLocation: San Francisco, CAWork Schedule: Monday through FridayCompensation: $70,000 - $110,000Key Responsibilities:Edit and proofread estate planning and trust administration...

  • Estate Planning Assistant

    3 days ago

    San Francisco, California, United States Lincoln Group Full time

    Job DescriptionThe Lincoln Group is seeking an experienced Estate Planning Legal Assistant to join their team in San Francisco, CA.Key Responsibilities:Edit and proofread estate planning and trust administration documents.Assist in drafting estate planning documents such as trusts, wills, assignments, powers of attorney, and advance health care...

  • Estate Planning Legal Assistant

    4 days ago

    San Francisco, California, United States Lincoln Group Full time

    The Lincoln Group is seeking an experienced Estate Planning Legal Assistant to join their team in a dynamic and fast-paced environment.Key Responsibilities:Edit and proofread estate planning and trust administration documents.Assist in drafting estate planning documents such as trusts, wills, assignments, powers of attorney, and advance health care...

  • Estate Planning Attorney

    1 month ago

    San Francisco, California, United States Solan Park & Robello Full time

    Junior Estate Planning AttorneyWe are seeking a dedicated Junior Estate Planning Attorney to join our team at Solan Park & Robello, a full-service probate and estate planning firm in the heart of San Francisco's Financial District.Key Responsibilities:Assist in drafting estate planning documents, including wills, trusts, powers of attorney, and advance...

  • Estate Planning Attorney

    2 weeks ago

    San Francisco, California, United States Solan Park & Robello Full time

    Probate/Litigation/Trusts Junior Estate Planning AttorneyWe are seeking a highly motivated and detail-oriented Junior Estate Planning Attorney to join our dynamic team at Solan Park & Robello. The ideal candidate will have 1-3 years of experience specializing in estate planning, probate, trust administration, and litigation.Key Responsibilities:Assist in...

  • Estate Planning Attorney

    2 weeks ago

    San Francisco, California, United States Solan Park & Robello Full time

    Probate/Litigation/Trusts Junior Estate Planning AttorneyWe are seeking a detail-oriented and motivated Junior Estate Planning Attorney to join our dynamic team at Solan Park & Robello. The ideal candidate will have 1-3 years of experience specializing in estate planning, probate, trust administration, and litigation.ResponsibilitiesAssist in drafting estate...

  • Estate Planning Attorney

    2 weeks ago

    San Francisco, California, United States Bighorn Law Full time

    Job Title: Junior Estate Planning AttorneyWe are seeking a highly motivated and detail-oriented Junior Estate Planning Attorney to join our team at Bighorn Law. The ideal candidate will have 1-3 years of experience in estate planning, probate, and trust administration.Responsibilities:Assist in drafting estate planning documents, including wills, trusts,...

  • Estate Planning Assistant

    4 weeks ago

    San Diego, California, United States Lancier Legal, PC Full time

    Job Title: Estate Planning AssistantWe are seeking a highly organized and detail-oriented Estate Planning Assistant to join our team at Lancier Legal, PC. As an Estate Planning Assistant, you will play a critical role in ensuring our clients' peace of mind as they plan for their future.Responsibilities:Document Preparation: Draft wills, trusts, powers of...

  • Estate Planning Attorney

    3 weeks ago

    San Francisco, California, United States Bighorn Law Full time

    About the RoleWe are seeking a dedicated and experienced Junior Estate Planning Attorney to join our team at Bighorn Law. The ideal candidate will have a strong background in estate planning, probate, and trust administration, with a proven track record of providing exceptional legal advice and solutions to clients.Key ResponsibilitiesAssist in drafting...

  • Estate Planning Assistant

    2 weeks ago

    San Diego, California, United States Lancier Legal, PC Full time

    About the RoleWe are seeking a highly organized and detail-oriented Legal Assistant to join our dynamic estate planning law firm. As a key member of our team, you will play a critical role in ensuring our clients' peace of mind as they plan for their future.As a Legal Assistant, you will work closely with our experienced attorneys to prepare and draft estate...

  • Real Estate Sales Assistant

    3 days ago

    San Francisco, California, United States Ascend Real Estate Full time

    Job Title: Real Estate Sales Assistant - Transaction CoordinatorJob Summary: We're seeking a highly organized and detail-oriented Real Estate Sales Assistant to join our team. As a Transaction Coordinator, you will be responsible for assisting in real estate offers and transactions, listing preparation, and interior design.Key Responsibilities:* Assist in...

  • Senior Estate Planning Attorney

    2 weeks ago

    San Francisco, California, United States Bighorn Law Full time

    Senior Estate Planning AttorneyWe are seeking an experienced Senior Estate Planning Attorney to join our team at Bighorn Law. This individual will have over 5 years of experience in estate planning, probate, and trust administration.Key ResponsibilitiesLead the drafting of complex estate planning documents, including wills, irrevocable/revocable trusts, and...

  • Estate Planning Attorney

    2 weeks ago

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

    About the Company:Hall Law Firm, P.C. is a boutique law firm in San Francisco specializing in Estate Planning and Special Needs Planning. Our team is dedicated to providing exceptional service and support to our clients and their families.Job Summary:We are seeking an experienced Estate Planning attorney to join our team. The ideal candidate will have a...

  • Estate Planning Attorney

    1 month ago

    San Francisco, California, United States Law Offices of Hollander & Hollander Full time

    Job Title: Managing AttorneyWe are seeking a highly skilled and experienced Managing Attorney to lead our legal team and oversee day-to-day legal operations. The ideal candidate will have a strong background in estate planning and probate law, with a minimum of 7-10 years of experience in a leadership or managerial role.Key Responsibilities:Team Management &...

  • Estate Planning Attorney

    2 weeks ago

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

    About the Company:Hall Law Firm, P.C. is a boutique law firm specializing in Estate Planning and Special Needs Planning. We offer a supportive and inclusive working environment where every team member is valued and has the opportunity for personal and professional growth.Job Description:We are seeking an experienced Estate Planning attorney who is passionate...

  • Senior Estate Planning Attorney

    2 weeks ago

    San Francisco, California, United States Bighorn Law Full time

    Job Title: Senior Estate Planning AttorneyWe are seeking an experienced Senior Estate Planning Attorney to join our team at Bighorn Law. As a key member of our probate and estate planning firm, you will be responsible for providing expert counsel on complex estate planning matters, including wills, trusts, and probate cases.Key Responsibilities:Lead the...

  • Senior Estate Planning Attorney

    1 week ago

    San Francisco, California, United States Solan Park & Robello Full time

    Job DescriptionWe are seeking a highly skilled Senior Estate Planning Attorney to join our team at Solan Park & Robello. The ideal candidate will have significant expertise in estate planning, probate, trust administration, and litigation, with a proven track record of managing complex cases and leading litigation efforts.Responsibilities:Lead the drafting...

  • Senior Estate Planning Attorney

    2 weeks ago

    San Francisco, California, United States Bighorn Law Full time

    About the RoleWe are seeking an experienced Senior Estate Planning Attorney to join our team at Bighorn Law. As a key member of our probate and estate planning firm, you will be responsible for providing expert counsel on complex estate planning matters, including wills, trusts, and probate cases.Key ResponsibilitiesLead the drafting and execution of...