Paralegal in Carlsbad, CA| LawFirmStaff

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Title : Paralegal

Location : California - Carlsbad
Refer to Job # IOTY699989


Paralegal Duties: Assisting lawyers by preparing legal documents and researching issues. Using Clio case management, for the following operations: Proper matter creation and maintenance. Complete client information. Calendaring. Creating and assigning Tasks. Uploading and organizing documents. Proper entry of billable time and expenses. Generating Terms of Service (TOS) & Scope of Representation (SOR) agreements for all services. Circulating TOS/SOR and various documents for execution via RightSignature Maintaining Client Directories Processing payments (Credit Cards and Checks; Fixed Fee vs. Retainer). Business & Corporate Law. Preparing and filing various documents/forms with the Secretary of State, including: Articles of Incorporation, Articles of Organization, Statements of Information, Requests for Documents. Drafting enclosure letters and basic correspondence to clients and state agencies Drafting corporate documents for attorney review, including: Bylaws, Operating Agreements, Actions of Incorporator, Waivers of Notice & Consent, Initial Director s Meeting Minutes. Preparing and filing Fictitious Business Name Statements with applicable county Clerk office Obtaining EINs for corporate clients Completing and submitting Board of Equalization Seller s Permit applications (where applicable) Preparing and filling business license applications with applicable City offices Updating and maintaining Corporate Formation and Corporate Tracking Spreadsheets Ordering CorpKits for formation clients (LLC and Corporation) Intellectual Property. Managing trademark applications. Corresponding with clients regarding various aspects of the trademark application process. Navigating TESS to pull application documents for the client files. Filing documents with TEAS. Performing basic trademark searches. Calendaring important dates and deadlines, including: Office action deadlines. Statements of use. Notifying clients, reviewing statements of use, filing statements of use. Registered trademark renewal fees. Notifying client of renewal fees, obtaining correct specimens of use, filing renewal fees. Setting tasks and reminders in Clio. Managing patent applications. Corresponding with clients regarding various aspects of the patent application process. Navigating PAIR to pull application documents for client files. Filing documents with eFile. Calendaring important dates and deadlines as necessary. Tracking patent maintenance fees, notify clients of impending maintenance fees due, filing renewals. Completing WealthCounsel interviews. Finalizing estate planning documents after attorney reviews. Organizing estate planning portfolios to prepare them for signing. Executing trust signings with clients and notary. Scanning/Saving estate planning portfolios on the firm server. Drafting deeds and preliminary change of ownership reports. Completing various immigration petitions using INSzoom. Preparing supporting documents and cover letters. Organizing and submitting petition packets to USCIS. Requirements: Paralegal certificate from accredited school. Prior experience is preferred. Proficient with Microsoft Word. Meticulous attention to detail in drafting and reviewing documents. Be comfortable shifting responsibilities and refocusing priorities as needed.Training will be provided.
 
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