Welty, Weaver & Currie, a distinguished law firm with a longstanding commitment to excellence, is seeking a highly experienced Senior Paralegal to join our dedicated team in Healdsburg, CA. The ideal candidate will be a superstar in Estate Planning, Advanced Trust Administration, and Trust Administration, with a minimum of 8-10 years of relevant experience. This is an in-office position, with working hours from 9:00 AM to 5:00 PM, Monday through Friday. No remote work is available.
About Us:
At Welty, Weaver & Currie, we pride ourselves on our unwavering commitment to delivering exceptional results for our clients. Our firm is built on a foundation of trust, integrity, and personalized service. We work tirelessly to ensure that our clients' needs are met with the highest level of professionalism and care. Joining our team means becoming a part of a dynamic and respected legal practice that values collaboration, client-focused solutions, and excellence in everything we do.
Key Responsibilities:
Assist attorneys with complex Estate Planning, Advanced Trust Administration, and Trust Administration matters.
Prepare, draft, and review legal documents related to estate planning and trust administration.
Conduct legal research and gather necessary documentation to support case preparation.
Maintain and organize client files and ensure all records are up-to-date and accurate.
Liaise with clients, financial institutions, and other parties to facilitate smooth administration of trusts and estates.
Manage time effectively to meet deadlines and prioritize multiple tasks in a fast-paced environment.
Work collaboratively with the legal team to ensure clients receive the highest level of service.
Qualifications:
Minimum of 8-10 years of experience as a paralegal with a strong focus on Estate Planning, Complex Trust Administration, Probate, and Real Property related matters.
Exceptional knowledge of legal terminology, court procedures, and state/federal regulations related to estate planning and trust administration.
Strong organizational skills with meticulous attention to detail.
Excellent written and verbal communication skills.
Proven ability to manage time efficiently and handle multiple tasks simultaneously.
Energetic, proactive, and able to work well both independently and as part of a team.
Must be a team player with a positive attitude and a strong commitment to delivering high-quality work.
Benefits:
401(k) Plan: Secure your future with our comprehensive retirement savings plan.
Health Insurance: Medical, dental, and vision insurance.
Paid Time Off: Take advantage of generous vacation and sick leave to maintain work-life balance.
Collaborative Environment: Work in a supportive and professional environment that values teamwork and client success.
Requirements:
Must be able to work on-site in Healdsburg, CA. No remote work is available.
Availability to work Monday through Friday, 9:00 AM to 5:00 PM.
Licensed California Notary Public.
Why Join Us?
Be part of a respected and dynamic legal team committed to client satisfaction and excellent results.
Enjoy a competitive salary package with top compensation for the right candidate.
Access to a comprehensive benefits package, including 401(k), full health coverage with employee assistance, and paid time off.
If you are a dedicated and experienced paralegal with a passion for estate planning and trust administration, we encourage you to apply!
