What are the responsibilities and job description for the Estate Planning Paralegal position at Adams & Martin Group?
A well-established, client-focused law firm in the Bay Area specializing in estate planning, probate, and trust administration is looking to hire!
This firm is dedicated to providing personalized and strategic legal services to individuals and families. We are seeking a highly skilled and detail-oriented Estate Planning Paralegal to join this team and assist in delivering exceptional legal support to clients.
Job Responsibilities:
- Prepare and draft estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives.
- Assist attorneys in trust administration and probate matters, including preparing probate pleadings, inventories, and accountings.
- Conduct legal research and gather necessary documentation related to estate planning and probate cases.
- Communicate with clients, financial institutions, and court personnel regarding estate matters.
- Maintain and organize client files, ensuring accuracy and confidentiality.
- Prepare and file legal documents with the appropriate courts and agencies.
- Monitor case deadlines and assist attorneys in case management.
- Provide general administrative support as needed.
Qualifications:
- Minimum of 3 years of experience as a paralegal, preferably in estate planning, probate, or trust administration.
- Paralegal certificate from an accredited program preferred.
- Strong knowledge of California estate planning and probate laws.
- Proficiency in legal document preparation and court filing procedures.
- Excellent written and verbal communication skills.
- High attention to detail and strong organizational skills.
- Ability to work independently as well as collaboratively in a team environment.
- Proficiency in legal software, Microsoft Office Suite, and case management systems.
Benefits:
- Competitive salary based on experience.
- Comprehensive health, dental, and vision insurance.
- 401(k) retirement plan with employer contribution.
- Paid time off and holidays.
- Opportunities for professional development and career growth.
- A supportive and collegial work environment.
If you are a dedicated and detail-oriented paralegal looking to advance your career in estate planning, we encourage you to apply.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Salary : $80,000 - $90,000
