Trust and Estate Paralegal

Position Details

• Title: Paralegal

• Practice Area: Estate Planning

• Location: Menlo Park (fully in-office)

• Schedule: Monday-Friday, 8:30 AM-5:30 PM

• • Draft and edit estate planning documents such as wills, trusts, powers of attorney, and healthcare directives
• • Gather, organize, and maintain client financial and personal information for estate plans
• • Coordinate client meetings, document signings, notarizations, and proper execution of documents
• • Assist with trust funding by preparing transfer documents and working with financial institutions
• • Filing legal documents with courts, ensuring compliance with local rules, and communicating with court personnel.
  • Perform data entry, filing, and general clerical duties to support daily office operations
  • Managing attorney's schedules, tracking deadlines for filing, and organizing meetings

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.