Estate Planning Paralegal

• Gather information about legal issues from the client in interviews
• Draft legal documents, pleadings, and correspondence such as interrogatories, subpoenas, deposition notices, complaints, pretrial orders, legal briefs, and affidavits under the guidance of a lawyer
• Coordinate law office activity, including the drafting subpoenas and coordinating with process servers
• Aid lawyers in trial preparation by preparing and organizing exhibits, organizing and coordinating witnesses, conducting research on legal articles, and assisting with client meetings and filing motions
• Organize our case filing systems to ensure all documents are properly sorted and easy to locate, and other administrative duties as needed

• Coordinate and assist in the preparation of estate planning documents, including Trusts, Wills, Durable Powers of Attorney, and Advance Health Care Directives
• Assist in Trust Funding including preparation of trust transfer deeds and related documents
• Assist in Trust Administration
• Assist in Probate Administration
• Coordinate daily law firm activities including maintaining firm calendars, participating in client meetings, and assisting with client needs
• Perform administrative duties such as answering phone calls and maintaining files so that all documents are readily accessible

• Candidates must have completed an ABA-approved paralegal certificate program such as an Associate’s degree or proprietary school program in paralegal studies, Bachelor’s degree preferred
• 3 years of experience in legal services under an attorney or lawyer in a law firm setting
• Candidates should possess high-level organizational skills, and time-management skills
• Completion of a nationally-accredited paralegal program strongly preferred
• Talented communicator and writer

• The candidate must meet the requirements of California Business and Professions Code Section 6450(c) governing the qualifications of a paralegal https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=BPC§ionNum=6450

We are a fun, fast-paced boutique estate planning and trust administration law firm, looking for a full-time reliable Office Administrator. You will undertake administrative tasks, ensuring the rest of the staff has adequate support to work efficiently.