Trust and Estates Paralegal

Johnston, Kinney & Zulaica LLP

Trust and Estates 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:

    JKZ is looking for a Trust and Estate Planning Paralegal with experience supporting partners and attorneys in a very busy practice.

    The Trust and Estate Paralegal must have 5+ years of recent experience in in Trust and Estates as well as experience with estate planning, generally complex in a variety of ways: assets, values, multiple jurisdictions, taxable estates. Tax background with knowledge and preparation of Form 706 and Form 709. The successful candidate must be able to work independently and as a team, manage cases, and will be relied on for follow up and accountability. The Trust and Estates Paralegal is expected to prepare legal documents, filings, and/or general correspondence with accuracy and adhere to the JKZ formatting guidelines. This position requires that the Trust and Estates Paralegal be extremely detail-oriented, organized, critical about accuracy, spelling and grammar and possess the ability to prioritize and follow up. This is a very fast paced environment, and the successful candidate must be able to multitask and manage a voluminous caseload.

    ESSENTIAL DUTIES AND RESPONSIBILITIES, INCLUDING BUT NOT LIMITED TO:

    • Preform Legal Research
    • Prepare 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
    • Prepare Forms 706 and 709
    • Maintain billable hour requirement

    REQUIREMENTS:

    EDUCATION AND EXPERIENCE

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

    KNOWLEDGE, SKILLS & ABILITIES

    • Proficient in the MS Office Suite with an emphasis on Word, Excel and Outlook;
    • Solid command of English 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