Job Title: Trust & Estates Paralegal
Job Responsibilities:
- Handle Trust Administration-Decedent's Estate cases from beginning to end, ensuring all legal procedures are followed meticulously.
- Manage Conservatorship cases or Probate cases from initiation to completion, providing comprehensive legal support and guidance.
- Engage in meetings and maintain effective communication with prospective and existing clients to understand their needs and provide tailored legal advice.
- Marshal, organize, and analyze asset information to ensure accurate and thorough management of client estates.
- File necessary documents with the court, schedule court appearances, and manage service processes to ensure compliance with legal timelines and requirements.
- Calendar and prepare files for hearings and client meetings, ensuring all documentation is complete and accurate.
Education and Experience Information:
- Proven experience in Trust Administrations-Decedent's Estates, and either Conservatorships or Probates is essential.
- Paralegal certification or qualifications that satisfy the requirements of Business & Professions Code Section 6450(c) are required for this role.
- Exceptional computer skills, including proficiency in Microsoft Word and Excel, are necessary. Knowledge of Actionstep is considered a plus.
- Detail-oriented with the ability to work both independently and collaboratively, ensuring all tasks are completed efficiently and accurately.
- Reliable commute or willingness to relocate prior to starting the position is required.
Salary Information:
- Compensation ranges from $28 to $36 hourly, depending on experience (DOE).
Additional Information:
The position is full-time and in-office, providing a career opportunity within a reputable law firm known for its high standard of legal services. The firm offers various benefits, including continuing education, professional development opportunities, paid vacation, sick days, holidays, health and vision insurance, and a 401K plan with employer matching after the qualification period. The firm values giving back to the special needs community, offering volunteer opportunities throughout the year. The law firm specializes in Trust, Estates, and Special Needs law, focusing on Estate Planning, Special Needs Planning, Conservatorships, Settlement Planning, Trust Administration, and Probate. The firm is committed to empowering clients to plan for and protect their loved ones and assets, providing exceptional personalized legal services and peace of mind.
