Estate Planning, Trust Administration And Probate Paralegal

Estate Planning, trust administratin and Probate Paralegal

Help Wanted Ad

Our attorney, Caprice L. Collins, has very deep ties to the Greater Los Angeles community, and this connection is at the core of our relationship with our local clients. Ms. Collins completed her distinguished academic career by graduating from Harvard Law School, and she has been in the Estate Planning field for over 30 years.  Our firm is dedicated to providing the community with quality Estate Planning resources, so they can become familiar with all of the existing options. When they visit or call our office, we want them to feel comfortable discussing such an important issue concerning both you and their family and themselves. We want to arm the community with the information they need to make an informed decision about your family’s future.

Collins Law Group’s mission is to help clients plan for and protect the significant things in their lives: the people and organizations they love and the assets they have worked diligently to acquire, and to do so through our four fundamental values: compassionate, client-first service; an easy and efficient client experience; the highest quality of work product; and creative, comprehensive, and individualized advice.

We believe in creating an environment where clients come first and we’re the trusted advisors for families in our community. We specialize in Estate and Business Planning and Trust Administration.  We support our clients with all areas of growth and protection of their assets, which includes Estate Planning, financial management, and tax planning.

We are looking for an A-team player, with a high level of integrity and energy, that’s seeking to grow with our growing firm. We are a tight knit bunch and want someone who is not just looking for a job, but truly wants to be part of a team. You’ll be able to count on us, just like we want to be able to count on you.

Our growing firm needs an experienced paralegal who can roll up their sleeves and work cooperatively with team members to do what it takes to deliver a stellar client experience. You’ll work in an empowered environment that encourages your growth.

We Offer

·         Paid Vacation

·         Paid Holidays

·         Sick Leave

·         In-Office, Hybrid and Remote Work

·         Medical Insurance

·         Employment Development

·         Profit Sharing and Annual Bonus based on Firm and Individual Productivity

·         Skill Progression Increases

·         Merit Increases

·         Promotional Increases

·         Incentive Pay

·         Performance Reviews

·         Career Development (Continuing Education paid by employer)

·         Commuter Benefits (e.g., tax-free reimbursement of automobile related expenses via “Accountable Plan” or mass transit costs)

·         Flexible scheduling (e.g., classes or training to earn or maintain professional credentials)

·         Bilingual skills appreciated

What You’ll Be Doing

You’ll spend most of your time on these types of activities:

·         Assisting the attorney with legal matters

·         Using our software to create Estate Planning documents

·         Ensuring documents are prepared for client signing

·         Coordinating and interacting with clients to gather information, follow-up on open items, and conduct signing meetings

·         Assembling documents, letters, binders, and other information for delivery to clients

·         Working in Trust Administration, Final Signing and Marketing areas

·         Managing office filing, training, operational and computer database systems

A full job description will be provided to those who apply.

Our Ideal Candidate

Our ideal candidate must have a minimum of three – five years of progressive legal experience performing paralegal or legal assistant work including: drafting and reviewing legal documents experience, preferably in a trust/Estate Planning /probate law office.

You need to be comfortable interacting with clients. We’re not looking for a back-office paralegal that keeps to themselves. You’ll be expected to correspond, call, and meet with clients for a variety of matters as well as handle various meetings. 

Your Minimum Qualifications and Skills:

·         At least 5 years of progressive legal experience performing paralegal or legal assistant work including: drafting and reviewing legal documents

·         Experience interacting with clients via phone, email, and in-person preferred

·         Intermediate to advanced knowledge of Microsoft Outlook and Word. Working knowledge of other Microsoft Office applications required

·         Associate degree in paralegal studies or equivalent experience required

·         Experience using Actionstep/Hot Docs or similar practice management software desired

·         Effective written and verbal communication

·         Quick learning with the ability to research, learn, and self-teach

·         Ability to build rapport with individuals of all backgrounds

·         Able to effectively track and manage competing priorities and meet deadlines

·         Professional appearance and demeanor

·         Strong attention to detail with ability to proof documents with a meticulous eye

·         Ability to self-direct and prioritize work to meet internal and external deadlines

·         Exercises confidentiality and good judgment in all matters

·         Timely and dependable team player

·         Remains flexible and adaptable to new tasks and processes

·         Exudes and upholds Collins Law Group’s Core Values

If this position speaks to you, we want to hear from you!

To be considered for this opportunity please:

1.       Submit a detailed resume that describes past positions and tasks performed.

2.      Provide a cover letter telling us why you are searching for a new position, what about this job post appealed to you, and your salary requirements.  You will also be asked to complete a skill assessment, proof test, profile test that will be sent to you.

Email your resume and cover letter to clcfirm@aol.com , with subject line: YOUR NEXT PARALEGAL