Paralegal - San Carlos, United States - Falk, Barrot & Associates, LLP
1 week ago
Description
Trusts & Estates Paralegal
Join the team Law Firm seeks an experienced Trusts & Estates Paralegal to join our boutique Estate Planning law firm.
We provide tax, succession, estate planning, and trust administration services. This position is full-time and requires employee to work in our San Carlos office. This is not a remote working position.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 multitask, be detailoriented, and proficient with Microsoft Office, Outlook, and Excel
- Proactive and a team player, adaptable to a fastpaced environment, selfmotivated and possess initiative to complete tasks with mínimal 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
- ABA accredited Paralegal Certificate or equivalent required, Bachelor's Degree a plus
- California Notary License
- Proficiency in Clio law firm management software
Benefits:
- Salary is commensurate with experience
- 401k, Medical and Life Insurance
To Apply:
Please send a resume with cover letter and current contact information, and explain relevant experience and interest in this position.
Pay:
$58, $78,000.00 per year
Benefits:
- 401(k) matching
- Free parking
- Health insurance
- Life insurance
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Travel requirement:
- No travel
License/Certification:
- Paralegal Certificate (required)
Ability to Commute:
- San Carlos, CA required)
Work Location:
In person
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