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San Carlos

    Estate Planning Paralegal - San Carlos, United States - Falk, Barrot & Associates, LLP

    Falk, Barrot & Associates, LLP
    Falk, Barrot & Associates, LLP San Carlos, United States

    3 weeks ago

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    Legal
    Description

    Trusts & Estates Paralegal

    Law Firm seeks an experienced full-time, in-office, Trusts & Estates Paralegal to join a boutique law firm providing tax, succession, estate planning and trust administration services to its clients.

    PLEASE NOTE - THIS IS NOT A REMOTE POSITION. EMPLOYMENT REQUIRES WORKING IN-OFFICE IN SAN CARLOS, CA.

    Responsibilities:

    • Draft Living Trusts, Wills, Powers of Attorney and Advance Health Care Directives and Irrevocable Trusts
    • Draft Incapacity, Probate, and Trust Administration documents
    • Draft and file petitions with the Court
    • Assist clients with collection, appraisal and distribution of assets
    • Prepare client communications
    • Prepare accounting and gift and estate tax returns
    • Assist in the formation of entities such as Limited Liability Companies
    • Perform legal research
    • Provide administrative/clerical tasks including answering telephones, scheduling appointments and providing support for front desk/receptionist

    Performance, Skills and Abilities:

    • Excellent organizational skills, ability to multi-task, be detail-oriented, and proficient with Microsoft Office, Outlook, and Excel
    • Proactive and a team player, adaptable to a fast-paced environment, self-motivated and possess initiative to complete tasks with minimal supervision
    • Exceptional verbal and written communication skills; the position requires extensive professional contact with clients, court, county offices, supervisory attorneys and staff

    Preferences:

    • 2+ years as an Estate Planning Paralegal
    • Bachelor's Degree, ABA accredited Paralegal Certificate a plus
    • California Notary License
    • Proficiency in Clio law firm management software

    Perks:

    • Salary is commensurate with experience
    • 401k, Medical and Life Insurance

    To Apply: Please send a resume with cover letter, contact information and explain relevant experience. A skills assessment may be required.


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