Estate Planning Legal Assistant
3 hours ago
We are seeking a highly experienced Estates Planning Legal Assistant to join our dynamic legal team in San Francisco. This is a hybrid role offering the flexibility to work remotely while maintaining a presence in our San Francisco office as needed.
Key Responsibilities:- Assist in the preparation and filing of legal documents related to estate planning, including wills, trusts, powers of attorney, and advance healthcare directives.
- Coordinate and manage estate planning projects from inception to completion, ensuring accuracy and timeliness.
- Conduct legal research and gather relevant client information to assist attorneys in formulating estate planning strategies.
- Prepare and organize trust administration documents, including trust accountings, trust funding schedules, and beneficiary communications.
- Assist with probate filings and court submissions.
- Maintain and update client files, ensuring the confidentiality and accuracy of all records.
- Communicate directly with clients, beneficiaries, and financial institutions to gather necessary information or provide updates on estate planning matters.
- Schedule meetings, appointments, and hearings for attorneys, and coordinate the signing of legal documents.
- Manage attorney calendars and deadlines, ensuring timely completion of filings and tasks.
- Minimum of 3+ years of experience as a legal assistant, specifically in estate planning or probate.
- Strong knowledge of estate planning principles, probate procedures, and trust administration.
- Excellent organizational skills with strong attention to detail.
- Ability to work independently and handle multiple priorities in a fast-paced environment.
- Proficient in legal research tools and estate planning software.
- Exceptional written and verbal communication skills.
- Ability to handle confidential information with discretion.
-
Estate Planning Legal Assistant
4 days ago
California, United States LHH Full timeJob Title: Estates Planning Legal AssistantLocation: San Francisco, CA (Hybrid)Salary: $85,000 to $120,000 per year annually, along with Paid Time Off, Paid Sick Time and Holidays, Healthcare, Dental and Vision Coverage, 401kPosition Type: Full-Time, Direct Hire, 2-3 Days Onsite LHH is seeking a highly experienced Estates Planning Legal Assistant to join our...
-
Transactional Legal Assistant
4 weeks ago
Los Angeles, California, United States Novate Legal Search Full timeJob SummaryWe are seeking a highly skilled and experienced Transactional Legal Assistant to join our team at Novate Legal Search. The ideal candidate will have a strong background in transactional real estate law and be proficient in drafting and reviewing legal documents.Key ResponsibilitiesDrafting and Reviewing Legal Documents: The successful candidate...
-
Estate Planning Counsel
1 month ago
California, United States Law Firms Full timeThe successful applicant will possess a minimum of 2 years of expertise in trust and estate law, including planning and administration. A comprehensive understanding of estate planning methodologies and tax regulations is essential, along with exceptional communication and interpersonal skills to effectively engage with clients and colleagues.Key...
-
Estate Planning Attorney
1 month ago
California, United States Law Firms Full timeThe successful applicant will possess a minimum of 2 years of expertise in the realms of trust and estate law, alongside administration. A profound comprehension of estate planning methodologies and tax regulations is essential, coupled with exceptional communication and interpersonal skills to effectively engage with clients and colleagues.Key...
-
Estate Planning Counsel
1 month ago
California, United States Law Firms Full timeThe successful applicant will possess a minimum of 2 years of expertise in trust and estate law, along with administration. A profound comprehension of estate planning methodologies and tax regulations is essential, as well as outstanding communication and interpersonal abilities to engage effectively with clients and colleagues.Key Responsibilities:Oversees...
-
Trusts and Estates Litigation Partner
1 month ago
California, United States Lighthouse Legal Search Full timePosition Overview - Trusts and Estates Litigation PartnerLocation: San Francisco, CaliforniaFirm Overview:A distinguished law firm in San Francisco is seeking to enhance its Trusts and Estates Litigation Practice. This firm is celebrated for its legal acumen and is presenting a rare opportunity for a skilled individual, team, or boutique firm to take charge...
-
Trusts and Estates Litigation Partner
1 month ago
California, United States Lighthouse Legal Search Full timePosition Overview - Trusts and Estates Litigation PartnerLocation: San Francisco, CaliforniaFirm Profile:We are seeking a distinguished attorney to take charge of our Trusts and Estates Litigation Practice at a leading law firm in San Francisco. This firm is celebrated for its legal prowess and is presenting an exceptional opportunity for a skilled...
-
Estate Planning Attorney
6 days ago
California, United States Law Firms Full timeJob Title: Trust and Estate AttorneyWe are seeking a highly skilled Trust and Estate Attorney to join our team at a reputable law firm in California. The ideal candidate will have a strong background in trust and estate planning, administration, and litigation.Key Responsibilities:Develop and implement comprehensive estate plans for clients, including...
-
Trust and Estate Planning Attorney
4 weeks ago
California, United States Law Firms Full timeTrust and Estate Planning AttorneyWe are seeking a highly skilled and experienced Trust and Estate Planning Attorney to join our team. As a key member of our legal department, you will be responsible for providing expert advice and guidance to clients on estate planning strategies, tax implications, and other related matters.Key Responsibilities:Handles all...
-
Senior Partner
1 month ago
California, United States Lighthouse Legal Search Full timePosition Overview - Trusts and Estates Litigation PartnerLocation: San Francisco, CaliforniaFirm Overview:We are representing a distinguished law firm in San Francisco seeking to enhance its Trusts and Estates Litigation Practice. This firm is well-respected in the legal field and presents a remarkable opportunity for a skilled individual, team, or boutique...
-
Senior Partner
1 month ago
California, United States Lighthouse Legal Search Full timePosition Overview - Trusts and Estates Litigation PartnerLocation: San Francisco, CaliforniaFirm Profile:A distinguished law firm in San Francisco is seeking to enhance its Trusts and Estates Litigation Practice. This firm is well-regarded for its legal expertise and presents a remarkable opportunity for a skilled individual, team, or boutique firm to take...
-
Senior Partner
4 weeks ago
California, United States Lighthouse Legal Search Full timePosition Overview - Trusts and Estates Litigation PartnerLocation: San Francisco, CaliforniaFirm Overview:We are representing a distinguished law firm in San Francisco that is looking to enhance its Trusts and Estates Litigation Practice. This firm is celebrated for its proficiency in the legal sector and is presenting a remarkable opportunity for a skilled...
-
Senior Partner
1 month ago
California, United States Lighthouse Legal Search Full timePosition Overview - Trusts and Estates Litigation PartnerLocation: San Francisco, CaliforniaFirm Overview:We are representing a distinguished law firm in San Francisco seeking to enhance their Trusts and Estates Litigation division. This firm is celebrated for its legal acumen and is offering a rare opportunity for a skilled attorney, team, or boutique firm...
-
Trust and Estate Planning Specialist
3 weeks ago
california, United States Law Firms Full timeAbout the Role:The ideal candidate will have 2+ years of experience in trust and estate planning, and administration. They should have a deep understanding of estate planning strategies and tax laws and excellent communication and interpersonal skills to work with clients and colleagues.Key Responsibilities:Handles all aspects of trust and estate planning,...
-
Estate Planning Attorney
2 days ago
California, USA, United States Tresp Law, APC Full timeDynamic Estate Planning Attorney WantedTresp Law, APC, a prestigious law firm, is seeking a skilled estate planning attorney to join our team in Solana Beach, California. This is an excellent opportunity to establish a long-term career with a clear path to partnership and to play a key role in our continued growth.We offer a competitive base salary,...
-
Trusts and Estates Paralegal
2 weeks ago
California, United States Barnes, Pailhe & King Legal Search Full timeTrusts and Estates Paralegal OpportunityBarnes, Pailhe & King Legal Search is seeking a dedicated and experienced paralegal to join their trusts and estates practice. The ideal candidate will have at least three years of experience in trust administration, probate, and estate planning.Key Responsibilities:Manage multiple projects, deadlines, and client needs...
-
Real Estate Transactions Specialist
4 weeks ago
California, United States We Are Legal Revolution Full timeJob Summary: We Are Legal Revolution is seeking a talented Real Estate Transactions Specialist to join our team in San Francisco, CA.About the Role:We are a leading law firm in California, specializing in real estate transactions. As a Real Estate Transactions Specialist, you will be responsible for reviewing and drafting a wide range of real estate...
-
Trusts & Estates Attorney
4 weeks ago
California, United States Barnes, Pailhe & King Legal Search Full timeTrusts & Estates AttorneyBarnes, Pailhe & King Legal Search is seeking an experienced attorney to join our team in the areas of estate planning, litigation, and administration.Key Responsibilities:Estate Planning: Develop and implement comprehensive estate plans for high net worth individuals and families, providing expert tax analysis and advice.Trust and...
-
Real Estate Transactions Specialist
1 month ago
California, United States We Are Legal Revolution Full timeJob Summary: We Are Legal Revolution is seeking a talented Real Estate Transactions Specialist to join our team in San Francisco, CA.About the Role:We are a leading law firm in California, specializing in Real Estate Transactions. As a Real Estate Transactions Specialist, you will be responsible for reviewing and drafting a wide range of real estate...
-
Real Estate Legal Associate
1 month ago
California, United States Sonder Consultants Full timeCommercial Real Estate Associate | CaliforniaSonder Consultants is representing a prestigious AmLaw 25 firm with a Chambers USA ranked practice seeking a Commercial Real Estate Associate to enhance their successful team in California.Position OverviewThis prominent global practice is in search of an associate with robust experience in complex real estate...