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Job description
Job title: Ambitious People-Driven Human Resources Manager
Overview
The Senior Trusts & Estates Paralegal role requires at least five (5) years of recent experience in Trusts & Estates, including complex and high net worth estate planning, trust administration and probate. The position may involve tax-related work (Form 706 and Form 709) and may benefit from litigation experience. The candidate must be able to work independently and in a team, manage cases, and be reliable for follow-up and accountability. This is a fast-paced role that requires being detail-oriented, highly organized, and proactive with the ability to multitask and manage a substantive caseload. The role may involve delegating assignments, mentoring, or training legal support personnel in the practice area.
Essential Duties and Responsibilities
Performing legal research
Preparing trust accountings
Preliminary drafting of trusts and memos
Calendaring appointments and deadlines
Managing and organizing client files as well as keeping client databases and document management systems up to date
Prepare Forms 706 and 709
Maintaining a billable hour requirement
Requirements
At least 5 years’ experience working as a Trusts & Estates Paralegal
Paralegal certificate or equivalent
Knowledge, Skills & Abilities
Proficient in the MS Office Suite (Word, Excel, Outlook)
Excellent command of English – spelling, grammar, punctuation, form and style
Organized and detail oriented
Clear communication
Employment details
Exemption status: Hourly, Non-Exempt
Remote options/office hours: Hybrid or Fully In-Office
Classification: Paralegal
Employment type: Full-time
Location and compensation
Base pay range: $120,000.00/yr - $150,000.00/yr
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.