Trust Administration and Probate Legal Assistant

Established Sacramento law firm specializing in Trust and Estate law is looking to grow its team by adding an experienced Trust Administration and Probate Legal Assistant with at least three years of trust and estate experience. The firm provides a high level of representation in trust and estate matters.

The ideal candidate will be able to work well in a team environment, excel under pressure, and have the confidence and ability to assist a case through each stage of the process.

Essential Functions

The Trust Administration and Probate Legal Assistant is responsible for assisting our attorneys and paralegals with all Trust Administration and probate related matters. The ideal candidate will have significant previous experience with and will be able to comfortably handle the following types of tasks:

· Assist attorneys with case management for Trust Administration and Probate matters

· Preparation of Trust Administration and Probate documents including, but not limited to, notices, pleadings, grant deeds, affidavits, etc.

· Calendar hearings, prepare Notice of Hearings, clear probate notes, etc.

· Communicate and correspond with clients regarding their matter

· Track all time (billable and non-billable)

Minimum Qualifications

· Must be self-motivated and have strong organizational and time management skills

· Must be able to multi-task under time constraints

· Must be comfortable working effectively as a team player in a professional office environment

· Must possess excellent listening, verbal, and written communication skills

· Must be eager to learn and contribute to the overall success of the team

· Must currently hold a paralegal certificate and have current CLE units (preferred)

· Must have at least three years of previous trust and probate experience

· Must be willing to work overtime as required, sometimes on short notice

· Must have multiple strong references

Job Type:

· Full-time; In-person

· Monday – Friday, 8:00am-5:00pm

Prior Experience:

· Trust and Estate Paralegal: At least 3 years (firm requirement)

Education:

· Paralegal Certificate with current CLE units (preferred)

· Bachelor’s Degree (preferred)

· Legal Assistant 3-years Experience (required)

Compensation is competitive and depends on experience. Benefits include health insurance, employer-matched 401k, and flexible PTO.

If you are interested in this position, please send us your resume along with a cover letter addressing your professional experience and what appeals to you about this opportunity.

Please note that interviewees will be required to complete a writing sample and a multiple-choice test to evaluate grammatical skills and attention to detail.

To efficiently and appropriately manage our time, we will immediately reject all applications from candidates without at least five years of paralegal experience in a trust administration and estate planning environment. If you have not worked as a paralegal in a trust administration and estate planning environment for at least five years, please do not apply or otherwise respond to this job posting.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person