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Location : California - Oakland
Refer to Job # YCYH769558
Paralegal The candidate will join office, specializing in estate planning, probate and trust administration. Will do correspondence to clients, prepare pleadings, and other documents. Creating client folders in system. Establishing organizational systems. Adding contacts into database. Compiling, preparing, and mailing Welcome Packets. Mailing & delivering electronic document drafts. Follow-up calls and e-mails to leads. Follow-up calls, e-mails, and mailings to clients with outstanding matters. Scheduling telephone and in-person meetings. Printing and preparing binders for meetings. Printing and preparing files for court appearances. Follow-up contact with vendors to verify proper filing and service process. Working closely with the Wealth Management team to complete estate planning assignments.
The candidate must have proficient computer skills, Microsoft Word, Excel, Outlook, Practice Panther, Hot Docs/ Wealth Counsel, Lexus etc. Organizational skills and attention to detail a must. Must have excellent verbal and written communication skills. Excellent research and writing skills needed. Ability to draft (or quickly learn) various forms of trusts and estate planning docs is required. Must have good interpersonal skills. Familiarity with estate planning and probate court procedures is required. Experience with litigation and discovery a plus.
Email: email@example.com NO CALLS PLEASE
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