Paralegal: Estate Planning Law Office

Paralegal: Estate Planning Law Office

13 Nov 2024
California, San francisco bay area 00000 San francisco bay area USA

Paralegal: Estate Planning Law Office

Absolute Trust Counsel is a small, established law firm in Walnut Creek focusing on estate planning, trust administration, probate, Medi-Cal planning and special needs planning. We are seeking a full-time Paralegal focused primarily on trust administration and probate matters. The person in this roll will provide a high level of support to our clients, affiliates and our team. Our first priority is our clients' well-being, and we take great pride in making our processes pleasant, convenient and efficient. The right candidate is someone who has a desire to learn, implement effective systems and an interest in helping families through the after death process.

About This Position - Essential Duties and Responsibilities:

Draft and edit legal documents

Prepare, edit and send basic correspondence

File and retrieve documents

Maintain client database accurately

Manage tasks efficiently

Acclimate and assimilate to our firm culture

Full-time, Monday through Friday, 9:00 AM to 5:00 PM

About You and Our Requirements:

Minimum of three years of directly relevant experience

Warm, kind, friendly and easy-going

Organized and able to prioritize

Excellent proofreading, written and oral communication skills

Able to follow instructions and work efficiently

A team player

Experience in a fast-paced work environment

Able to multi-task and deal with interruptions

Strong work ethic and high level of integrity

Self-aware

Reliable and punctual

Able to recognize and admit your mistakes and learn from them

Detail-oriented and a problem solver

Interested in what you are doing and why

Knowledge of relevant software including MS Office Suite, Hotdocs and Judicial Council Forms a plus!

If you think you're the right person for the job, send your resume by replying to this job posting, and complete our form using the link below:

https://docs.google.com/forms/d/e/1FAIpQLScj5jP7ul3JhgK2MOiQjYLMhTbUxWZWqIaSfyLpeqlBXsxQ/viewform?usp=sflink

Applicants may be contacted by telephone for an interview. No telephone calls or walk-ins, please.

Absolute Trust Counsel is dedicated to helping people make informed decisions about the management of their assets and health care. We strive to provide a work environment that enables every Team Member to reach the highest possible level of professional and personal fulfillment.

http://www.absolutetrustcounsel.com

Kirsten Howe, the firm's managing attorney, was admitted to the California bar in 1987 and has practiced in Walnut Creek since 1997. She earned her J.D. cum laude at the University of California, Hastings College of the Law, where she was a member of the Thurston Society and Managing Editor of The Hastings Law Journal. She earned her Bachelor of Science degree in 1980 from the University of Michigan. Kirsten is a member of the Trusts and Estates section of the California State Bar Association; the Estate Planning and Probate Section, the Elder Law Section and the Women's Section of the Contra Costa County Bar Association.

The job description and responsibilities listed are meant to describe the general nature and level of work to be performed; it is not intended to be an exhaustive list of all responsibilities, duties and skills required for the position.

Absolute Trust Counsel is an equal opportunity employer that sees diversity as a positive force in a drug-free workplace.

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