Estate Planning Paralegal

JOB SUMMARY - Paralegal

Position Overview:

An exciting opportunity awaits a dedicated and skilled Paralegal with Estate Planning experience and proficiency in Spanish to join our team at St John’s Community Health Legal Services Program. This grant-based position involves providing critical legal support in Estate Planning to our Spanish-speaking clientele in South Los Angeles. The successful candidate will contribute to outreach efforts and travel to deliver essential legal services.

Benefits:

• Free Medical, Dental & Vision
• 13 Paid Holidays + PTO
• 403 (B) retirement match
• Life Insurance, EAP
• Tuition Reimbursement
• Flexible Spending Account
• Continued workforce development & training
• Succession plans & growth within

Responsibilities:

1. Estate Planning Support:
   • Assist attorneys in the preparation of Estate Planning documents, including wills, trusts, and powers of attorney.
   • Conduct client interviews and gather necessary information for document drafting

1. Client Interaction:
   • Communicate effectively with Spanish-speaking clients, ensuring they understand the Estate Planning process and documents.
   • Provide compassionate and culturally sensitive assistance to address client concerns.
   • Assist attorneys with interpretation and translation (Spanish/English)
   • Assist with client intakes and helping individuals gather documents and information.
2. Outreach and Education:
   • Collaborate with the legal team to conduct outreach events and educational workshops in the community.
   • Travel to various locations in South Los Angeles to engage with the community and promote Estate Planning services.
   • Travel to clients when necessary to facilitate services.
3. Document Notarization:
   • Ensure all necessary documents are properly notarized.
   • Obtain and maintain a California notary license if not already licensed.
   • Obtain an notary license if you do not currently have such in California.
4. Administrative Support:
   • Maintain accurate and organized client files.
   • Assist in administrative tasks related to the Estate Planning program.
   • Assist clients with title transfer for the funding of the trusts as needed.

Supervisory Responsibilities:

• This position has no supervisory responsibility.

Duration:

• This is a grant-based position scheduled to conclude on December 31, 2024. Funder has the option to extend the grant period 6 months.

Note: The duties and responsibilities outlined in this job description may be subject to change as the needs of the program evolve.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education & Experience

• Paralegal certification or equivalent experience.
• Proficient in Spanish (oral and written).
• Estate planning experience necessary.
• California Notary Public license or willingness/ability to obtain one.
• Sensitivity to the cultural needs of the Spanish-speaking community.
• Strong organizational skills with the ability to handle multiple tasks and prioritize effectively.
• Excellent communication and interpersonal skills, with the ability to work with individuals from diverse backgrounds and cultures.
• Empathy and compassion for individuals facing legal challenges and a commitment to providing high-quality services.
• Proficiency in legal research, document preparation, and case management software is necessary.
• Knowledge of community resources and experience in community outreach is beneficial.
• Experience working in underserved communities such as undocumented workers, unaccompanied minors, LGBT populations, communities of color, youth/adolescents, and those experiencing homelessness, substance abuse, and/or mental illness.

NOTE

The statements herein are intended to describe the general nature and level of work performed by employees, but is not a complete list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin.