Jobot
About the Role
We are seeking a highly skilled and experienced Permanent Estate Planning Paralegal to join our dynamic legal team. This role requires a strong background in estate planning, including the preparation and review of legal documents, trust management, probate procedures, and tax law. As a key member of our team, you will work closely with attorneys to provide high-quality legal services to our clients. This position offers a unique opportunity to deepen your expertise in estate planning and tax law, while working in a fast-paced, challenging, and rewarding environment.
Base Pay $50,000 – $75,000 per year
Benefits
Health Insurance
Dental Insurance
Vision Insurance
401K
Responsibilities
Conduct comprehensive legal research and analysis to support case preparation and strategy development.
Draft and revise legal documents, including wills, trusts, powers of attorney, and other estate planning documents.
Review and analyze legal documents to ensure accuracy and compliance with applicable laws and regulations.
Manage and organize case files, ensuring all necessary documentation is readily accessible for attorneys.
Coordinate with clients to gather necessary information and documentation, maintaining a high level of professionalism and client service at all times.
Assist attorneys in the probate process, including preparing probate documents, managing estate assets, and communicating with beneficiaries and creditors.
Maintain up-to-date knowledge of changes and developments in estate planning, probate, and tax law.
Collaborate with the legal team to streamline processes, improve client service, and achieve firm objectives.
Qualifications
Associate degree or higher in Paralegal Studies, Law, or a related field. A paralegal certification is preferred.
Minimum of 2 years of experience as a paralegal, preferably in estate planning, probate, or tax law.
Proficiency in legal research and writing, with a keen attention to detail and the ability to produce high-quality legal documents.
Strong working knowledge of legal documentation and document preparation techniques.
Familiarity with case management procedures and systems, and the ability to manage multiple cases simultaneously.
Excellent client relations skills, with a commitment to maintaining confidentiality and providing exceptional service.
In-depth understanding of trusts, wills, probate procedures, and tax law.
Strong organizational, communication, and interpersonal skills, with the ability to work effectively in a team-oriented environment.
Proficiency in Microsoft Office Suite and legal research databases.
Equal Opportunity Employment Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here jobot.com/privacy-policy
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Base Pay $50,000 – $75,000 per year
Benefits
Health Insurance
Dental Insurance
Vision Insurance
401K
Responsibilities
Conduct comprehensive legal research and analysis to support case preparation and strategy development.
Draft and revise legal documents, including wills, trusts, powers of attorney, and other estate planning documents.
Review and analyze legal documents to ensure accuracy and compliance with applicable laws and regulations.
Manage and organize case files, ensuring all necessary documentation is readily accessible for attorneys.
Coordinate with clients to gather necessary information and documentation, maintaining a high level of professionalism and client service at all times.
Assist attorneys in the probate process, including preparing probate documents, managing estate assets, and communicating with beneficiaries and creditors.
Maintain up-to-date knowledge of changes and developments in estate planning, probate, and tax law.
Collaborate with the legal team to streamline processes, improve client service, and achieve firm objectives.
Qualifications
Associate degree or higher in Paralegal Studies, Law, or a related field. A paralegal certification is preferred.
Minimum of 2 years of experience as a paralegal, preferably in estate planning, probate, or tax law.
Proficiency in legal research and writing, with a keen attention to detail and the ability to produce high-quality legal documents.
Strong working knowledge of legal documentation and document preparation techniques.
Familiarity with case management procedures and systems, and the ability to manage multiple cases simultaneously.
Excellent client relations skills, with a commitment to maintaining confidentiality and providing exceptional service.
In-depth understanding of trusts, wills, probate procedures, and tax law.
Strong organizational, communication, and interpersonal skills, with the ability to work effectively in a team-oriented environment.
Proficiency in Microsoft Office Suite and legal research databases.
Equal Opportunity Employment Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here jobot.com/privacy-policy
#J-18808-Ljbffr