Paralegal

Overview:

We are seeking a detail-oriented and organized Paralegal to join our legal team. The ideal candidate will assist attorneys in all stages of litigation, corporate transactions, and estate planning.

POSITION SUMMARY:

· Provide direct support to President of firm both professionally and personally handling all aspects of President’s office as requested.

· Draft legal documents and correspondence for trust administration, probate, estate planning, business, corporate and high net-worth/advanced planning clients as needed.

· Manage and oversee procedures and processes to streamline and improve operations

PARALEGAL RESPONSIBILITIES:

· Daily meetings with President to review priorities

· Meet with President after each “Advanced Planning” meeting to review and summarize next steps

· Draft Engagement Agreements for new clients/matters

· Revise letters and client correspondence written by President

· Revise articles for President

· Schedule appointments for business, corporate and high net-worth clients

· Follow-up with high net-worth clients who did not engage after initial consultation

· Return calls for high net-worth clients with questions and comments from President

· Monitor President’s email for urgent and important matters

· Maintain and update office memorandums

· Revise unique legal documents to be saved in the Form File

· Print documents for President

· Prepare Seminars/Webinars and related documents for President’s participation and assist with presentations

· Direct administrative support (both personal and professional) to President of firm to include, but not limited to:

o Oversee Calendar and Calendar appointments/items (ensure JMG has sufficient time for meetings/hearings/seminars, etc.);

o Assist with scheduling client meetings and greeting clients;

o Respond to client requests as requested by the President to include any needs, solutions to any problems, changes to client’s documents and organize/summarize all items communicated to President;

o Organize and update

o Type/compose correspondence as needed/requested;

o Internet research as requested;

o Organization/tracking of President’s travel accommodations

o Routine filing

· Draft estate and tax planning documents for capital gains planning engagements and high net worth clients

· Maintain Corporate Shield Service Clients throughout the enrolled year and preparing minutes and related documents as needed

· Meet with estate planning clients to sign documents

· Notarize client documents (if currently a notary)

· Discuss questions and comments from estate planning and asset protection clients

· Act as witness during signing appointment as needed

· All other projects as assigned

This is an excellent opportunity for a motivated individual looking to grow their career in the legal field. If you meet the requirements above, we encourage you to apply for this position.

Qualifications
- Certified Notary Public
- Legal administrative experience
- Strong research skills, including legal research
- Experience in legal case management and document review
- Excellent writing and legal drafting skills
- Previous paralegal experience in Estate Planning; Trust Administration; Probate; Taxation; Business Law
- Proficient in proofreading and transcription
- Knowledge of contracts and document management systems
- Data entry and clerical experience
- Strong organizational skills and attention to detail

Job Type: Full-time

Pay: $82,000.00 - $87,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Travel requirement:

• No travel

Experience:

• Paralegal: 3 years (Preferred)

Ability to Commute:

• Sacramento, CA 95834 (Required)

Ability to Relocate:

• Sacramento, CA 95834: Relocate before starting work (Required)

Work Location: In person