Trust and Estate Planning Legal Assistant/Paralegal
Seeking immediate Trust and Estate Planning Legal Assistant/Paralegal in Santa Barbara with at least 3 years of experience working specifically in the drafting and review of trusts, wills, POAs, AHCDs, as well as in probate and trust administration. We offer competitive compensation and in addition offer a range of benefits including medical, dental, 401k with employer contribution, vacation, and sick time. Wage commensurate with experience ($30-$40 per hour). Please include Cover Letter with Resume.
Job Specifications/Requirements:
At least three (3) years of Trust and Estate Planning work experience including drafting of wills, trusts, POAs,
and Advanced Health Care Directives and in probate and trust administration.
Strong skills in Microsoft Office Suite (Excel, Outlook, PowerPoint, and Word)
Strong Adobe Acrobat skills required
Strong organizational, written & verbal communication skills
Ability to work under tight deadlines and prioritize responsibilities
Draft correspondence and communicate with clients
Schedule appointments and meetings
Prepare and file legal documents with courts and government agencies
Organize and carefully maintain legal files and documents
Skills:
Excellent phone etiquette, interpersonal and communication skills
Strong knowledge of and experience with trust and estate planning procedures
Proficient in administrative tasks such as filing, data entry, and record keeping
Strong clerical skills, including organization and attention to detail
Strong experience in document review, proofreading and drafting
Ability to conduct legal research using various resources
Desire to work independently as well as part of a team
Ability to handle confidential information with discretion
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
This is a challenging yet rewarding role that offers the opportunity for professional growth.
Please be sure to include a cover letter with your resume to the attention of Terry.
We look forward to hearing from you soon!