Trust Administration & Probate Paralegal
Job title: Trust Administration & Probate Paralegal in Ventura, CA at Hermance Law
Company: Hermance Law
Job description: Our Team is our Greatest AssetWe are seeking an experienced and motivated part-time or full-time paralegal to join our fast-growing estate planning law firm in Ventura, CA. The paralegal will work closely with our attorneys to provide essential legal support, assist in case preparation, and ensure the efficient delivery of high-quality legal services to clients.Applicant may choose for this position to be Remote, Hybrid, or in-person in Ventura, California.You must have experience in probate and trust administration for this position.Responsibilities:
Collaborate with attorneys to draft, review, and edit a wide range of estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives
Conduct thorough legal research to support case strategies, ensuring the accuracy and relevancy of information
Assist in the preparation of client meetings by gathering necessary information and documents
Manage and maintain client files, ensuring organization, accuracy, and adherence to filing deadlines
Prepare legal documents for execution, including coordination of notarization and witness signatures
Communicate directly with clients, providing updates on case progress and addressing inquiries
Assist in the planning and execution of client seminars, workshops, and educational events
Handle administrative tasks such as data entry, record-keeping, and document management
Coordinate with external parties, including opposing counsel, court personnel, and financial institutions
Prepare billing invoices, track expenses, and assist with managing client billing records
Maintain the firm's case management system with up-to-date and accurate information
Uphold the confidentiality of sensitive client information and adhere to ethical standards
Participate in professional development opportunities to enhance legal knowledge and skills
Collaborate effectively with attorneys, fellow paralegals, and support staff to ensure smooth workflow
Qualifications:
Bachelor's degree in paralegal studies or related field, or equivalent combination of education and experience
A minimum of 2 years of paralegal experience in estate planning law
Strong knowledge of estate planning procedures, terminology, and regulations is a plus
Proficiency in legal research, document drafting, and case management software
Excellent organizational skills and attention to detail
Clear and effective written and verbal communication skills
Ability to manage multiple tasks and deadlines in a fast-paced environment
Proficient in using Microsoft Office Suite (Word, Excel, Outlook) and legal research databases
Understanding of client confidentiality and ethical standards in the legal field
Team player with a collaborative mindset and a proactive approach to problem-solving
Professional demeanor and strong interpersonal skills
About Company:
Hermance Law is a premier boutique estate planning firm based in Ventura, California. We specialize in providing comprehensive estate planning, probate, and trust administration services to help families protect their assets and secure their legacy. Founded in 2018, we take pride in offering a personalized, client-centered approach, ensuring peace of mind for clients and their loved ones.
Expected salary:
Location: Ventura, CA
Apply for the job now!
Apply Now
Company: Hermance Law
Job description: Our Team is our Greatest AssetWe are seeking an experienced and motivated part-time or full-time paralegal to join our fast-growing estate planning law firm in Ventura, CA. The paralegal will work closely with our attorneys to provide essential legal support, assist in case preparation, and ensure the efficient delivery of high-quality legal services to clients.Applicant may choose for this position to be Remote, Hybrid, or in-person in Ventura, California.You must have experience in probate and trust administration for this position.Responsibilities:
Collaborate with attorneys to draft, review, and edit a wide range of estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives
Conduct thorough legal research to support case strategies, ensuring the accuracy and relevancy of information
Assist in the preparation of client meetings by gathering necessary information and documents
Manage and maintain client files, ensuring organization, accuracy, and adherence to filing deadlines
Prepare legal documents for execution, including coordination of notarization and witness signatures
Communicate directly with clients, providing updates on case progress and addressing inquiries
Assist in the planning and execution of client seminars, workshops, and educational events
Handle administrative tasks such as data entry, record-keeping, and document management
Coordinate with external parties, including opposing counsel, court personnel, and financial institutions
Prepare billing invoices, track expenses, and assist with managing client billing records
Maintain the firm's case management system with up-to-date and accurate information
Uphold the confidentiality of sensitive client information and adhere to ethical standards
Participate in professional development opportunities to enhance legal knowledge and skills
Collaborate effectively with attorneys, fellow paralegals, and support staff to ensure smooth workflow
Qualifications:
Bachelor's degree in paralegal studies or related field, or equivalent combination of education and experience
A minimum of 2 years of paralegal experience in estate planning law
Strong knowledge of estate planning procedures, terminology, and regulations is a plus
Proficiency in legal research, document drafting, and case management software
Excellent organizational skills and attention to detail
Clear and effective written and verbal communication skills
Ability to manage multiple tasks and deadlines in a fast-paced environment
Proficient in using Microsoft Office Suite (Word, Excel, Outlook) and legal research databases
Understanding of client confidentiality and ethical standards in the legal field
Team player with a collaborative mindset and a proactive approach to problem-solving
Professional demeanor and strong interpersonal skills
About Company:
Hermance Law is a premier boutique estate planning firm based in Ventura, California. We specialize in providing comprehensive estate planning, probate, and trust administration services to help families protect their assets and secure their legacy. Founded in 2018, we take pride in offering a personalized, client-centered approach, ensuring peace of mind for clients and their loved ones.
Expected salary:
Location: Ventura, CA
Apply for the job now!
Apply Now