Our Team is our Greatest Asset
We are seeking an experienced and motivated part-time or full-time, Paralegal to join our reputable estate planning law firm, in Ventura, CA.
The Paralegal will work closely with our attorneys to provide essential legal support, assist in case preparation, and ensure the efficient delivery of high-quality legal services to our clients.
Compensation:
$25 - $30 hourly
Responsibilities:
Collaborate with attorneys to draft, review, and edit a wide range of estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives
Conduct thorough legal research to support case strategies, ensuring the accuracy and relevancy of information
Assist in the preparation of client meetings by gathering necessary information and documents
Manage and maintain client files, ensuring organization, accuracy, and adherence to filing deadlines
Prepare legal documents for execution, including coordination of notarization and witness signatures
Communicate directly with clients, providing updates on case progress and addressing inquiries
Assist in the planning and execution of client seminars, workshops, and educational events
Handle administrative tasks such as data entry, record-keeping, and document management
Coordinate with external parties, including opposing counsel, court personnel, and financial institutions
Prepare billing invoices, track expenses, and assist with managing client billing records
Maintain the firm's case management system with up-to-date and accurate information
Uphold the confidentiality of sensitive client information and adhere to ethical standards
Participate in professional development opportunities to enhance legal knowledge and skills
Collaborate effectively with attorneys, fellow paralegals, and support staff to ensure smooth workflow
Qualifications:
Bachelor's degree in paralegal studies or related field, or equivalent combination of education and experience
A minimum of 2 years of paralegal experience in estate planning law or a related practice area
Strong knowledge of estate planning procedures, terminology, and regulations a plus
Proficiency in legal research, document drafting, and case management software
Excellent organizational skills and attention to detail
Clear and effective written and verbal communication skills
Ability to manage multiple tasks and deadlines in a fast-paced environment
Proficient in using Microsoft Office Suite (Word, Excel, Outlook) and legal research databases
Understanding of client confidentiality and ethical standards in the legal field
Team player with a collaborative mindset and a proactive approach to problem-solving
Professional demeanor and strong interpersonal skills
About Company
We are a boutique law firm that focuses on estate planning, probate, and trust administration.
We pride ourselves on delivering a personalized, seamless client experience by combining expert legal knowledge with cutting-edge technology.
At our firm, teamwork is at the heart of everything we do.
Our mission is simple: to understand and meet each client's unique needs with compassion, empathy, and respect.
Together, we work tirelessly to provide unwavering support for clients and their families, ensuring a smooth journey through the complexities of estate matters.
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