Job details

Estate Planning Paralegal

About the Company: Hall Law Firm, P.C. is a boutique Estate Planning law firm in San Francisco specializing in Special Needs and Settlement Planning. With a stellar reputation and a commitment to excellence, we offer a supportive and inclusive working environment where every team member is valued and has the opportunity for personal and professional growth. At our firm, we prioritize work/life balance and provide ample opportunities for ongoing training and development.

Job Description: We are seeking an experienced Hybrid Paralegal who is passionate about making a difference in people’s lives and enjoys working with families and their loved ones. The ideal candidate will have experience in general Trust Administration, Estate Planning, Conservatorships, and Court Supervised matters. This role combines traditional paralegal duties with administrative tasks, providing a diverse and engaging work experience. As part of our team, you will have the opportunity to work with a supportive group of professionals, contribute to meaningful work, and enjoy a fulfilling career.

Responsibilities:

Assist attorneys with case planning, development, and management.
Conduct legal research and draft legal documents.
Interview clients and gather facts and information.
Collect, compile, and analyze technical information to make independent recommendations to supervising attorneys.
Manage and organize case files and documentation.
Provide administrative support, when needed including, coordinating meetings, and maintaining records.
Ensure compliance with local, state, and federal regulations.
Maintain client confidentiality and uphold ethical standards.

Ideally, 3+ years of experience in estate planning and probate.
Experience with Court and Non-Court Supervised Trust Administration, and Conservatorships preferred.
Strong drafting skills with excellent attention to detail.
Exceptional work ethic and a drive to excel.
Experience with and excellent attention to billable hours.
Positive attitude, empathy, and strong interpersonal skills.
Ability to work well independently and as part of a team.
Compassionate and patient demeanor.

Generous salary commensurate with experience. Please consider this as an invitation for serious discussion as we want to meet you where you are in your legal journey.
3 weeks PTO
100% paid Medical Insurance for employees, with options to add family coverage.
Dental and Vision Insurance.
Commuter benefits.
Hybrid opportunity to work from home 2-3 days per week, with 2-3 days in the SF office (laptop computer supplied).
Paid CLE.
Excellent working environment with top-notch software and systems.
Opportunities for ongoing training and mentoring.

Application Process: If you are excited about the opportunity to join our team and meet the qualifications outlined above, please submit a detailed resume along with a cover letter explaining why you are seeking a new position and why you are the best fit for our firm. We appreciate your interest in joining our team, and only candidates who meet our requirements will be contacted for the next steps. Please NO agency inquiries.

Thank you for considering Hall Law Firm, P.C. for your next career move. We look forward to reviewing your application!

Average salary estimate

$80000 / YEARLY (est.)

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$70000K

$90000K

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What You Should Know About Estate Planning Paralegal, Build My Great Team

At Hall Law Firm, P.C., we are on the lookout for an enthusiastic Estate Planning Paralegal to join our dedicated team in San Francisco. Our boutique law firm specializes in Special Needs and Settlement Planning, and we pride ourselves on offering a workplace that promotes personal and professional growth. As an Estate Planning Paralegal, your role will be crucial in assisting our attorneys with developing and managing cases, conducting legal research, drafting essential documents, and interviewing clients to gather vital information. If you have a knack for organization and a passion for helping families navigate sensitive legal matters, this could be the perfect fit for you! With at least three years of experience under your belt, you’ll feel right at home managing case files, ensuring regulatory compliance, and providing administrative support to our tight-knit legal team. We highly value quality work, so exceptional drafting skills and a keen attention to detail are key to your success in this role. Plus, we understand the importance of work/life balance, offering a hybrid work environment where you can work from home 2-3 days a week while enjoying the camaraderie of your colleagues in the office the remaining days. At Hall Law Firm, you’ll find a supportive atmosphere that fosters growth through ongoing training and mentoring. With competitive salaries, generous PTO, and comprehensive medical benefits, we want to ensure you feel valued and energized here. We welcome you to consider this opportunity to make a difference in families’ lives as our next Estate Planning Paralegal!

Frequently Asked Questions (FAQs) for Estate Planning Paralegal Role at Build My Great Team

What are the responsibilities of an Estate Planning Paralegal at Hall Law Firm, P.C.?

As an Estate Planning Paralegal at Hall Law Firm, P.C., you will assist attorneys with case planning, conduct legal research, draft essential legal documents, and interview clients to gather necessary information. Additionally, you will manage case files, ensure compliance with relevant regulations, and provide administrative support as needed.