Senior Estate Planning Paralegal

Palecek Morrison & Associates LLP   San Diego, CA   Full-time     Legal
Posted on May 6, 2024
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Experienced Paralegal Needed. Boutique Law Firm has an immediate opening for full-time Experienced Paralegal.

*Pay between $38 and $45 an hour/salary commensurate with experience with performance bonuses.

Our firms practice areas include: estate planning, trust administration, probate, and transactional corporate law.

Paralegal Certificate and 5-10 years recent, relevant experience required. Must have Estate Planning, Trust Administration and Probate Experience. Bachelor's Degree required.

This is a 40 hour per week in office position

Candidate must have experience in:

  • Attention to detail
  • Managing and organizing client files
  • Drafting Estate Plans - Wills and Trusts etc. (Advance planning experience preferred).
  • Probate Process, Procedures & Drafting Pleadings
  • Trust Administration
  • Corporate Formation / Transactional Work preferred
  • Calendaring and scheduling pending deadlines
  • Performing administrative tasks timely and accurately

The successful candidate will be detail-oriented, energetic and enthusiastic team player who will confidently manage a diverse work load, interact professionally with clients and co-workers, move quickly through routine issues and effectively handle urgent matters with excellent customer service, interpersonal, written and verbal communication skills.

Please forward your resume, a brief description of whom you are and why you think you would be a great fit for the position and desired compensation.


Candidates must be familiar with:

  • California Probate Code & Code of Civil Procedure and state and local Rules of Court
  • Clio
  • One Legal E filing
  • Simplifile E Recording
  • Primary and secondary legal research via online databases, such as Westlaw/ Westlaw Next, and LexisNexis

Candidate Must Possess:

  • 5-10 years relevant & recent experience
  • Paralegal Certificate
  • Bachelors degree
  • Strong research skills
  • Ability to multi-task while maintaining attention to detail
  • Ability to work in a fast-paced environment
  • Positive attitude and dedication
  • PC proficient using Microsoft Office, Word, Excel, Outlook, Simplifile, One Legal, E recording and state E-filing programs,
  • Ability to work 40 hours per week in office

The successful candidate will be detail-oriented, energetic and enthusiastic team player who will confidently manage a diverse work load, interact professionally with clients and co-workers, move quickly through routine issues and effectively handle urgent matters with excellent customer service, interpersonal, written and verbal communication skills.

Please forward your resume, a brief description of whom you are and why you think you would be a great fit for the position and desired compensation.