Probate & Trust Administration Paralegal

401k Match + Generous PTO + Health Insurance and more.

This Jobot Job is hosted by: Ron Calhoun
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $75,000 - $95,000 per year

A bit about us:

We are a boutique tax and estate planning firm.

Why join us?

• Competitive Pay
• 100% Covered Health Insurance
• Generous PTO
• Work/Life Balance with no weekends or late nights
• 401(k) Match

Job Details

We are seeking a bright, diligent, experienced Probate and Trust Administration Paralegal to join our boutique law firm. Teamwork, organization, and customer service are crucial to this role.

Responsibilities:

• Provide legal support to attorneys
• Prepare Probate Pleadings
• Track inventory and distribution of assets
• Knowledge of IRS Forms
• Recording documents and deeds with courts, E-Filing
• Proofread all documents and correspondence for accuracy
• Enter time and print reports as requested
• Heavy Dictation
• Maintaining clients files including preparing documents for signings
• Daily communication with clients in a professional manner
• Filing wills in appropriate counties, ensuring proper docketing and timely filing of all tax returns and court papers
• Communicating with governmental agencies, accountants/advisors, financial institutions and other relevant third parties regarding the administration of trusts, estates, and guardianships

Qualifications:

• Efficient, fast learner, detail-oriented
• Personable, professional, and dependable with good phone skills
• Experience with HotDocs program is a plus but not required

o Hands-on experience in a legal office

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.