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Title : Estate Planning Assistant And Paralegal

Location : California - Menlo Park
Refer to Job # LIIO748364

Estate Planning Assistant and Paralegal The candidate will manage team calendar and coordinate team members schedules. Process, file and distribute mail. Answer telephone calls and requests from clients. Final assembly and preparation of estate planning documents, e.g. healthcare directives, deeds, preliminary change of ownership reports, LLC-1s, statements of information and other corporate form documents. Attend client meetings to notarize documents. (If you are not already a notary, we will pay for your notary license.). Client intake, including conflicts checking and preparing engagement agreements. After estate planning documents are signed, prepare closing letters, indexes and binders. Maintain and update same for long-term clients. Filing and recording deeds and corporate documents, and file pleadings with the Probate Court. Various other administrative tasks in support of office and colleagues (check deposits, supplies, copier lease, etc.). While prior estate planning or paralegal experience is preferred, the most important qualifications for a candidate are a good attitude and the ability to learn new processes, applications and routines. Should have 5+ years of PQE.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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