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 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
• 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. A skills assessment may be required.

Job Type: Full-time

Pay: $58,000.00 - $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 94070 (Required)

Work Location: In person