Estate Planning Paralegal - San Jose

Alchemy Legal - San Jose, CA

PARALEGAL/Estate Planning - San Jose, CA

Established trust and estate planning law firm in the heart of San Jose has a unique opportunity for a professional, responsible, Litigation Paralegal with extensive MS Office experience. This is a full-time position and requires three or more years’ experience in trusts and estates and/or litigation.


DUTIES AND RESPONSIBILITIES:

  • Organize and maintain client files
  • Calendar meetings and deadlines
  • Perform legal research
  • Research and draft grant deeds and supporting documents
  • Draft basic estate plans with minimal supervision
  • Work in cooperation as a backup to the receptionist and other administrative staff to cover phones.
  • Assist Principal Attorney and other Estate Planning Attorneys with various projects
  • Work directly with clients on the phone and in meetings

 

REQUIREMENTS:

  • Minimum three (3) years’ experience in litigation (preferably in estates and trusts)
  • Bachelor’s Degree required (paralegal certification also preferred)
  • Ability to manage own workload in a timely manner, track deadlines
  • Extensive experience with MS Word and Excel
  • Strong computer, organizational and follow through skills
  • Familiarity with local probate procedures a plus
  • Experience with legal software a plus
  • Excellent interpersonal skills, working with clients, financial institutions, government agencies and attorneys.


Posted On: Friday, January 11, 2019



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