Experienced Estate Planning Paralegal Wanted

4 days ago

Ventura, California, United States Hermance Law Full time
Job Title: Trust Administration and Probate Paralegal

Hermance Law is seeking a highly skilled and experienced paralegal to join our team in Ventura, CA. As a paralegal in our estate planning law firm, you will work closely with attorneys to provide essential legal support, assist in case preparation, and ensure the efficient delivery of high-quality legal services to our clients.

Responsibilities:
  • Collaborate with attorneys to draft, review, and edit a wide range of estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives.
  • Conduct thorough legal research to support case strategies, ensuring the accuracy and relevancy of information.
  • Assist in the preparation of client meetings by gathering necessary information and documents.
  • Manage and maintain client files, ensuring organization, accuracy, and adherence to filing deadlines.
  • Prepare legal documents for execution, including coordination of notarization and witness signatures.
  • Communicate directly with clients, providing updates on case progress and addressing inquiries.
  • Assist in the planning and execution of client seminars, workshops, and educational events.
  • Handle administrative tasks such as data entry, record-keeping, and document management.
  • Coordinate with external parties, including opposing counsel, court personnel, and financial institutions.
  • Prepare billing invoices, track expenses, and assist with managing client billing records.
  • Maintain the firm's case management system with up-to-date and accurate information.
  • Uphold the confidentiality of sensitive client information and adhere to ethical standards.
  • Participate in professional development opportunities to enhance legal knowledge and skills.
  • Collaborate effectively with attorneys, fellow paralegals, and support staff to ensure smooth workflow.
Qualifications:
  • Bachelor's degree in paralegal studies or related field, or equivalent combination of education and experience.
  • A minimum of 2 years of paralegal experience in estate planning law.
  • Strong knowledge of estate planning procedures, terminology, and regulations are a plus.
  • Proficiency in legal research, document drafting, and case management software.
  • Excellent organizational skills and attention to detail.
  • Clear and effective written and verbal communication skills.
  • Ability to manage multiple tasks and deadlines in a fast-paced environment.
  • Proficient in using Microsoft Office Suite (Word, Excel, Outlook) and legal research databases.
  • Understanding of client confidentiality and ethical standards in the legal field.
  • Team player with a collaborative mindset and a proactive approach to problem-solving.
  • Professional demeanor and strong interpersonal skills.

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced paralegal looking to join a dynamic team, please submit your application.

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