*About us*
We are a well-established and reputable estate planning law firm dedicated to providing exceptional legal services to our clients.
Our firm focuses on estate planning, trusts, trust administration, and probate matters.
With a strong commitment to client satisfaction and a comprehensive understanding of estate planning strategies, we help individuals and families achieve their long-term financial goals and protect their assets for future generations.
* *Title: Experienced Trust, Estate, and Probate Paralegal*
*Job Description:*
We are seeking an experienced and knowledgeable Trust, Estate, and Probate Paralegal to join our law firm in Woodland Hills, CA.
As a trusted member of our legal team, you will play a crucial role in providing comprehensive support and expertise in all aspects of trust, estate, and probate matters.
Your attention to detail, exceptional organizational skills, and in-depth understanding of relevant legal procedures will be invaluable in delivering outstanding client service.
*Responsibilities:*
* Case Management: Assist attorneys in managing a diverse caseload of trust, estate, and probate matters from inception to conclusion.
* Document Preparation: Prepare, review, and revise legal documents, including wills, trusts, powers of attorney, and related estate planning instruments.
* Probate Administration: Assist with probate administration, including drafting and filing court documents, managing deadlines, and coordinating with executors, beneficiaries, and other relevant parties.
* Trust Administration: Facilitate trust administration tasks, including asset transfers, beneficiary notifications, account management, and coordination with financial institutions.
* Legal Research: Conduct legal research and stay updated on relevant laws, regulations, and court decisions to ensure compliance and support attorneys in case preparation.
* Client Interaction: Communicate effectively with clients, providing updates on case progress, answering inquiries, and assisting with gathering necessary information.
* Court Filings and Procedures: Prepare and file court documents, maintain case calendars, schedule hearings, and assist with courtroom procedures.
* Billing and Timekeeping: Accurately track and record billable time and expenses related to trust, estate, and probate matters.
*Qualifications:*
* Paralegal Experience: Minimum of 5 years of experience as a Trust, Estate, and Probate Paralegal, preferably in a reputable law firm or legal department.
* Knowledge and Expertise: Strong understanding of trust, estate, and probate laws, procedures, and best practices.
* Organizational Skills: Excellent attention to detail, multitasking abilities, and the capacity to prioritize and manage multiple deadlines.
* Communication Skills: Exceptional written and verbal communication skills, including the ability to effectively communicate complex legal concepts to clients and colleagues.
* Software Proficiency: Proficient in using legal research tools, WealthCounsel, Lawmatics, and Microsoft Office Suite.
* Professionalism: Demonstrate the utmost professionalism, discretion, and ethics in handling sensitive and confidential client information.
* Team Player: Collaborative mindset, with the ability to work effectively both independently and as part of a team.
If you are a dedicated professional seeking a challenging and rewarding opportunity to apply your expertise in trust, estate, and probate matters, we invite you to join our dynamic legal team.
Please submit your resume, cover letter, and salary expectations through the Indeed platform.
Job Type: Full-time
Pay: $30.
00 - $40.
00 per hour
Benefits:
* Paid time off
Schedule:
* 8 hour shift
Travel requirement:
* No travel
Application Question(s):
* Are you able to draft and use WealthCounsel software?
Experience:
* Estate planning: 2 years (Required)
* Microsoft Office: 1 year (Required)
Work Location: In person
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