JKZ LLP · 3 months ago
Senior Trust & Estates Paralegal
San Francisco Bay Area
Full-time
Hybrid
Senior Level
$120K/yr - $150K/yr
5+ years expJKZ LLP is seeking a Senior Trusts & Estates Paralegal with extensive experience in estate planning and trust administration. The role involves preparing legal documents, managing client files, and overseeing legal support personnel, while maintaining a high level of detail and organization in a fast-paced environment.
Law Practice
Hiring Manager
Kelly Green
Responsibilities
Performing legal research
Preparing trust accountings
Preliminary drafting of trusts and memos
Drafting documents
Calendaring appointments and deadlines
Managing and organizing client files as well as keeping client database and document management systems up to date
Prepare Forms 706 and 709
Maintaining a billable hour requirement
Qualification
Required
At least 5 years' experience working as a Trusts & Estates Paralegal
Must have paralegal certificate or equivalent
Experience in Trusts & Estates including complex and high net worth estate planning, trust administration and probate
Ability to work independently and on a team
Ability to manage cases and be relied on for follow-up and accountability
Ability to prepare legal documents, filings, and/or general correspondence with accuracy
Extremely detail-oriented, organized, and critical about accuracy, spelling and grammar
Ability to prioritize and follow up
Ability to multitask and manage a voluminous caseload
Self-starter who is willing and open to learning new skills
Ability to take initiative and be proactive
Performing legal research
Preparing trust accountings
Preliminary drafting of trusts and memos
Drafting documents
Calendaring appointments and deadlines
Managing and organizing client files as well as keeping client database and document management systems up to date
Prepare Forms 706 and 709
Maintaining a billable hour requirement
Preferred
Tax background and understanding
Knowledge and preparation of Form 706 and Form 709
Litigation experience
Bilingual preferred
Proficient in the MS Office Suite with an emphasis on Word, Excel and Outlook
Solid command of English including excellent spelling, grammar, punctuation, form and style
Organized and detail oriented
Ability to communicate clearly
Company
JKZ LLP
At JKZ LLP, we believe that competent, dependable trust and estate representation requires expertise in estate planning, trust administration, probate, and the formation of business entities.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Deb Kinney
Of Counsel / Founding Partner
John Rueppel
Partner
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