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Title : Paralegal

Location : California - Oakland
Refer to Job # CCZW819428

Paralegal Duties: Use Abacus software to update client information on the database and conflict check against the entire client database. Draft estate planning documents using WealthCounsel. Make corrections/changes to the documents as instructed by the attorney and client. Prepare wills, powers of attorney, and related documents. Prepare deeds and related documents for the transfer of assets/entities. Research real property to confirm the title. Respond to client inquiries about drafts and other EP or TA matters. Merge, format, and mail drafts of estate planning documents to clients. Take lead responsibility for signing meetings, ensuring all documents are properly signed, notarized, and scanned into the client file. Participate in weekly estate planning and staff meetings. Correspond with clients to answer client questions and concerns. On occasion, assist with trust administration. Management of trust administration, probate, and non-probate transfer matters from initial engagement to completion. Draft petitions, pleadings, IRS 706 forms, court forms, legal documents, and correspondence. Communicate with clients, trustees, beneficiaries, and court contacts. Prepare and serve required government notices and forms. Maintain electronic files and records. Prepare asset allocations, inventories, and accountings. Qualifications: College Degree or equivalent experience. Paralegal Certificate and/or Bachelor's Degree. Notary or willingness to become a Notary. 3+ years of directly relevant work experience. Strong computer experience (MS Office Suite etc.). Experience with WealthDocx, Abacus, and Asana is preferred. Excellent communication skills (written and verbal). Exceptional time management skills (prioritize multiple responsibilities, problem solve, provide accurate and timely work). Unwavering commitment to teamwork and delivering a first-in-class client experience.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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