Estate Planning Attorney Assistant

4 days ago


Walnut Creek, California, United States Youngman Roberts Suen LLP Full time
Job Opportunity

We are seeking a highly motivated and experienced Paralegal to join our team at Youngman Roberts Suen, LLP in Walnut Creek. The ideal candidate will have a strong background in Trust and Estate Planning, Tax, and Business law, with excellent organizational and communication skills.

Responsibilities:

Assist in the preparation of discovery responses, including the production of documents

Coordinate with clients, attorneys, and other parties as needed

Prepare and draft Estate Plans

Manage litigation cases, including court proceedings, drafting pleadings, and calendaring

Research laws, regulations, and legal processes relevant to a case

Draft and prepare pleadings for review by the managing attorney

Perform light clerical work, such as copying and filing documents, or mailing documents to clients

Qualifications:

5+ years of experience in Trust Litigation

Experience in or willingness to learn/practice Tax

Familiarity with Word, Excel, Adobe, and Law firm management software

Knowledgeable about the discovery process

Strong organizational skills and attention to detail

Excellent communication and interpersonal skills

Notary certification or willingness to become one

Benefits:

Health Insurance and 401(k) provided after a short probationary period

Compensation:

Willing to pay industry standards, open to negotiating based on experience

Occasional bonuses at the firm's discretion



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