What are the responsibilities and job description for the Paralegal/Receptionist Estate Planning & Probate position at Weissler Law Group?
NO PHONE CALLS - APPLY BY SUBMITTING YOUR RESUME TO: Recruitment@weisslerlawgroup.com
Company Description
Weissler Law Group is committed to delivering exceptional technical expertise and personalized care, leveraging extensive experience in estate planning, elder law, and asset protection strategies. Often working with other law firms, we assist clients navigating estate planning, wealth transfer, probate, public entitlements, elder law, and asset protection matters. We bring a practical and compassionate approach to complex financial and legal issues to ensure clients’ needs are met with the highest standards of professionalism and care.
Role Description
This is a full-time, on-site Paralegal/Receptionist position located in San Diego, CA. The role involves providing administrative support, preparing legal documents, reviewing and organizing important records, and conducting legal research. The person filling this role, in addition to supporting the attorney with estate planning and probate cases, will also assist with communication tasks, such as interacting with clients, answering inquiries, and scheduling appointments, .
For this position you must be:
- Able to handle interruptions well and get back on task;
- Know probate filing and estate planning basics;
- Able to work independently and as part of a team;
- Comfortable using technology and able to learn new applications;
- Able to proficiently use Microsoft's Office Suite;
- A notary or are willing and able to become a notary.
Big Plus if you:
- Have experience with estate planning software;
- Have experience handling routine probate document preparation;
- Are experienced with law firm practice management and billing software (we use Leap);
- Are a notary;
- Have experience using CEB's library research platform and Lexis Practice Advisor.