Overview
Records/Office Services Clerk Jobs in San Francisco, CA at Law Tyme, Inc.
The Opportunity: Estate Planning Paralegal
Email resumes to: [email protected]
About the Firm
Our esteemed client is a nationally recognized, full-service law firm celebrated for their legal excellence, client commitment, and dynamic culture. With numerous industry accolades and top-tier rankings across practice areas, their firm serves a sophisticated clientele that includes high-net-worth individuals, business owners, family offices, and fiduciaries. They take pride in cultivating a collegial and forward-thinking workplace that values professional growth, integrity, and excellence.
Position Summary
We are seeking an experienced and detail-oriented Estate Planning Paralegal to join our award-winning Private Client & Trusts practice. The successful candidate will play a critical role in supporting attorneys with sophisticated estate planning matters, including the preparation of wills, trusts, and related documents for high-net-worth individuals and families. This is an exceptional opportunity for a motivated legal professional who thrives in a fast-paced, client-centric environment and is eager to contribute to one of the most respected estate planning practices in the region.
Key Responsibilities
Draft estate planning documents including wills, revocable and irrevocable trusts, powers of attorney, and health care directives.
Prepare and file documents related to trust funding and asset transfers.
Assist attorneys in the organization, administration, and maintenance of estate and trust planning files.
Conduct legal research and compile relevant estate and tax law updates.
Coordinate with financial advisors, CPAs, and clients to obtain necessary documentation and information.
Maintain accurate and timely tracking of deadlines and deliverables.
Prepare client-ready drafts and maintain version control across documentation.
Manage trust and estate administration matters, including preparing inventories, accounting, and probate court filings when required.
Uphold the highest standards of confidentiality and discretion with client information.Show more
Title: Records/Office Services Clerk
Company: Law Tyme, Inc.
Location: San Francisco, CA
