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Trust and Estates Litigation Paralegal

Johnston, Kinney & Zulaica LLP

Trust and Estates Litigation Paralegal

San Francisco, CA
Full Time
Paid
  • Responsibilities

    ABOUT JOHNSTON, KINNEY & ZULAICA LLP (JKZ):

    JKZ is a boutique San Francisco financial district law firm whose mission is to provide thoughtful and practical solutions to support and protect our clients through life's challenges. We are a women and minority-owned law firm. Our practice areas are estate planning, trust administration, probate and family law. We also specialize in international estate planning, tax, probate and trust administration for high wealth clients, including a significant portfolio of multinational clients in the UK, Mexico, and Central and South America. JKZ attorneys have made significant contributions to the development of LGBT estate planning and family law. We work every day to cultivate trusted relationships with our clients, our employees and our community.

    ABOUT THE ROLE:

    The successful candidate must have 5+ years of recent Trust and Estate Litigation experience and will manage the discovery process as well as prepare cases for depositions, mediations and trials.  The Trust and Estate Litigation Paralegal will prepare legal documents, filings, and/or general correspondence with accuracy and adhere to the JKZ formatting guidelines and will be charged with maintaining the litigation calendar. This position requires that the Trust and Estate Litigation Paralegal be extremely detail-oriented, organized, critical about accuracy, spelling and grammar and possess the ability to prioritize and follow up. 

    ESSENTIAL DUTIES AND RESPONSIBILITIES, INCLUDING BUT NOT LIMITED TO:

    • Preform Legal Research
    • Preparation of Trust Accountings
    • Draft Documents
    • Calendar appointments and deadlines
    • Manage and organize client files as well as keep client database and document management system up to date
    • Maintain billable hour requirement

    REQUIREMENTS:

    EDUCATION AND EXPERIENCE

    • At least 5 years' experience working as a Trust and Estate Litigation Paralegal

    KNOWLEDGE, SKILLS & ABILITIES

    • Proficient in the MS Office Suite with an emphasis on Word, Excel and Outlook;
    • Solid command of the English language including excellent spelling, grammar, punctuation, form and style;
    • Organized and detail oriented; and
    • Ability to communicate clearly and work well with a team and on your own.

    WHY WORK FOR JKZ:

    In addition to a competitive compensation and bonus programs, JKZ also offers medical, dental and vision insurance, disability and life insurance, 401k and Profit-Sharing Plan, Pre-tax Transit and Parking benefit program, FSA for Healthcare and Dependent Care, PTO and 10 paid holidays. We also offer paid State Bar and BASF dues for attorneys and paralegals, as well as paid Continuing Legal Education study. We also organize monthly happy hour events and games for our employees.

    EQUAL OPPORTUNITY EMPLOYER STATEMENT:

    JKZ provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, creed, color, ethnicity, religion, age, height, weight, physical or mental ability, military obligations, sex, national origin, disability status, marital status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

    WE ARE NOT UTILIZING OUTSIDE RECRUITERS FOR THIS POSITION, ONLY INTERESTED APPLICANTS SHOULD APPLY