Trusts and Estates Paralegal

Adams & Martin Group
Published
July 11, 2021
Location
San Francisco, CA
Category
Job Type

Description

We are seeking a motivated, highly organized paralegal to join our trusts and estates practice group. This person should possess paralegal certification and at least several years of estate planning paralegal or legal assistant experience. The ideal candidate will have a keen interest in trusts and estates work, initially handling preparation of deeds, trust funding and other documents in connection with estate plans, and preparation of documents and filings in connection with the post-death administration of trusts and estates. This position will grow into a role eventually assisting attorneys with the preparation of gift and estate tax returns, and complex planning and gifting for high-net-worth families. This position is a good fit for a paralegal with estate planning interest and experience who would like to join a burgeoning practice group in San Francisco. Our firm has served high-net-worth families and closely held businesses for decades and the client base continues to grow. 

Knowledge, Skills and Abilities Required: Possesses a high level of skill using Microsoft Word for word processing and a moderate level of skill using Excel for organizing client information and asset values. Must have experience using document management systems and contact databases. Training will be provided for firm specific programs and systems. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities and requirements and does not replace need for clarification and communication with attorneys and other staff. Compensation is competitive, based on experience and annual billable commitment.

We are an equal opportunity employer and make hiring decisions based on merit. Recruitment, hiring, training, and job assignments are made without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, or any other protected classification. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

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