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Estate Planning Paralegal

Jaclyn Foster Paralegal Group, LLC

Estate Planning Paralegal

Remote, CA
Full Time
Paid
  • Responsibilities

    Full Time Estate Planning Paralegal

    Special Needs Planning, Conservatorships, Trust Administration and Estate Planning

    Optional: Remote or Hybrid work

    Firm Location: San Francisco, CA

    About the Paralegal Position With Hall Law Firm, P.C.:

    Our paralegal will work alongside counsel and a collaborative and supportive legal team in all phases of our conservatorship, special needs planning, trust administration and estate planning matters. Experience with Court supervised trusts is helpful.

    This position may be onsite at our San Francisco office, remote or hybrid.

    Who We are Looking For:

    We are looking for a passionate, excited, detail oriented, and accountable paralegal that is ready to advance their skills to the next level. We value resourcefulness, personal confidence, adaptability and personal engagement.

    We are looking for someone who will mesh well with our team, is self-driven, organized, and can be patient/empathetic with our clients. Often when clients reach us, they are in crisis or simply overwhelmed and we take our role as counselors seriously (keeping in mind boundaries/billable time).

    About Hall Law Firm, P.C.:

    Hall Law Firm is a specialized firm that is top in their area in their center focus in conservatorships, special needs, and estate planning services.

    We have a strong commitment to helping individuals impacted by disability and their families plan for a future with a high quality of life. Equally important is our commitment to a thriving, collaborative work environment where everyone is respected and encouraged to grow.

    Paralegal Defined Job Roles:

    • Opening new client files
    • Prepare all Conservatorship forms and ready them for submission to the Probate Court
    • Review accountings of Court supervised trusts and prepare petitions for their approval
    • Manage required notices, filings, and obtain tentative rulings for Court matters.
    • Heavy communication with clients, vendors, third parties and the Courts
    • Understanding of multiple CA probate court systems
    • Assist in the preparation of estate planning documents including Deeds
    • Assist in Trust Administration process
    • Record and perfect time entries daily within the firm's case management system
    • Meet 300 billable hours per quarter (100 hours per month)

    Paralegal Requirements:

    • Possess a degree from an accredited paralegal program OR a bachelor's in CA with 1 year of CA paralegal experience ( REQUIRED)
    • 3+ years of experience working in Conservatorships
    • Understanding of multiple CA county probate court systems
    • Understanding and knowledge of the California Rules of Court
    • Experience with Smokeball software
    • Significant experience with office management systems and procedures, as well as with office equipment, such as printers and fax machines
    • Extensive experience with billing and time recording
    • Good practical experience with MS Office, Adobe Acrobat
    • Strong time management and problem solving skills with the ability to prioritize work
    • Outstanding written and verbal communication skills, with close attention to detail

    CAREER GROWTH ROADMAP

    • We meet with you regularly to always be mindful of your career goals and objectives. There is a lot of room for growth within our team as you are ready and willing to take on more responsibilities.

    • We encourage and support both personal and professional development.

    OUR MANAGEMENT STYLE:

    • We always promote a team culture that is positive and fun, while also maintaining a strong sense of professionalism in the office and between team members. We meet regularly to ensure everyone is on the same page and feels fully supported in their work..

    BENEFITS:

    • PTO
    • Health, dental and vision insurance
    • Computer benefits
    • Flex Spending Account
    • Continuing Legal Education

    Compensation: $65k + DOE

    Hall Law Firm, P.C. is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status