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Estate Planning Paralegal Specialist
2 months ago
We are a boutique Estate Planning law firm in San Francisco, dedicated to providing exceptional service and support to our clients and their families. Our team is passionate about making a difference in people's lives and is committed to excellence in all aspects of our work.
Job Description:We are seeking an experienced Hybrid Paralegal who is passionate about estate planning and administration. The ideal candidate will have experience in general trust administration, estate planning, conservatorships, and court-supervised matters. This role combines traditional paralegal duties with administrative tasks, providing a diverse and engaging work experience.
Responsibilities:- Assist attorneys with case planning, development, and management.
- Conduct legal research and draft legal documents.
- Interview clients and gather facts and information.
- Collect, compile, and analyze technical information to make independent recommendations to supervising attorneys.
- Manage and organize case files and documentation.
- Provide administrative support, when needed, including coordinating meetings and maintaining records.
- Ensure compliance with local, state, and federal regulations.
- Maintain client confidentiality and uphold ethical standards.
- Ideally, 3+ years of experience in estate planning and probate.
- Experience with court and non-court supervised trust administration and conservatorships preferred.
- Strong drafting skills with excellent attention to detail.
- Exceptional work ethic and a drive to excel.
- Experience with and excellent attention to billable hours.
- Positive attitude, empathy, and strong interpersonal skills.
- Ability to work well independently and as part of a team.
- Compassionate and patient demeanor.
- Generous salary commensurate with experience.
- 3 weeks PTO.
- 100% paid medical insurance for employees, with options to add family coverage.
- Dental and vision insurance.
- Commuter benefits.
- Hybrid opportunity to work from home 2-3 days per week, with 2-3 days in the SF office (laptop computer supplied).
- Paid CLE.
- Excellent working environment with top-notch software and systems.
- Opportunities for ongoing training and mentoring.
If you are excited about the opportunity to join our team and meet the qualifications outlined above, please submit a detailed resume along with a cover letter explaining why you are seeking a new position and why you are the best fit for our firm. We appreciate your interest in joining our team, and only candidates who meet our requirements will be contacted for the next steps.
