Overview
Managing Paralegal Jobs in Encino, CA at ACTS LLP
Ray Quinney & Nebeker of Salt Lake City, UT, one of the largest and most reputable full-service law firms in Utah, is looking to hire a full-time Legal Assistant for its Estate Planning group. This Estate Planning Legal Assistant position enhances the effectiveness of the attorneys in the group by performing a variety of tasks and duties such as drafting correspondence and legal documents; managing calendars for meetings; maintaining electronic files in the firm’s document management system; and maintaining hardcopy client files. Confidentiality of proprietary information is a must.
This position is full-time, in-office, and is eligible for excellent benefits including a robust medical insurance plan, dental insurance, a generous 401(k) plan with matching and profit-sharing, generous paid time off (PTO), and more. If this sounds like the right opportunity for you, apply today!
Primary Duties & Responsibilities
Maintain hardcopy and electronic client files
Create drafts of estate planning documents such as wills, trusts, certificates of trusts, powers of attorney, health care directives, tangible personal property lists
Research county recorder records, create deeds and record deeds
Attend signing meetings with attorney and clients
Create drafts of probate documents including petitions, death certificates, acceptances, waivers and releases, orders, letters testamentary, etc.
Organize and file legal pleadings in order to ensure process requirements are met
Foundations:
maintain master spreadsheet of charitable recipients
prepare mail merge letters for grants
prepare minutes and other materials for foundation meetings
Perform administrative duties such as making copies, scanning, and answering phone calls
Coordinate and manage calendars for meetings, court hearings and legal education classes
Communicate with clients, courts, outside counsel, and other affiliates
Assist with and maintain time entries, billing records and invoicing issues
Assist with preparation of 706 Estate Tax Returns and 709 Gift Tax Returns on firm software
Assist with annual renewal of attorney licenses and continuing legal education requirements for multiple states
Knowledge, Skills and Abilities
Proficient in Microsoft Office and Adobe
Excellent interpersonal and communication skills
Organized with a strong attention to detail
Ability to take direction and work independently with little or no supervision
Ability to keep and maintain confidential information regarding clients and firm issues
Proficient typist
Ability to file deeds electronically
Qualifications
3+ years working as an estate planning legal assistant
Two-year degree or equivalent work experience
Notary license in the state of Utah; or ability to obtain
Title: Managing Paralegal
Company: ACTS LLP
Location: Encino, CA
