Small law firm in the Livermore Valley has an immediate opening for a full-time probate and trust administration paralegal.

The ideal candidate must be reliable, flexible, organized, detail oriented, self-motivating and able to work independently.

This position has heavy client interaction which requires the candidate possess excellent verbal & written communication skills, computer skills, and the ability to juggle diverse tasks while maintaining attention to detail. Candidate must be comfortable handling short deadlines and ambiguities. An ability to pick up projects mid-stream and be able to hand off work before completion is necessary.

Job Duties include:

- probate matters, including small estate affidavits, spousal property petitions, petitions to confirm ownership of real estate, as well as traditional probate petitions;

- trust administration, including first death on a joint trust, second death or single person administration, heggstad petitions, sub trust funding, etc.; and

- guardianship & conservatorship matters.

Experience/Education
Preferably 1 or more years' experience handling the above matters;
Strong Customer Service background;
BA or BS Degree; OR
Paralegal Certificate from ABA approved program a bonus

A professional appearance and demeanor is a must. A strong work ethic and high level of integrity is expected in the office environment.

Please send your current resume and a cover letter which includes a statement of why you are interested in this position and your current salary requirements. Salary DOE and is appropriate to similar sized law firms in the Livermore/Pleasanton/Dublin geographical area.

CONTACT: Jennifer Thaete, jennifer@thaetelaw.com

Posted: 12/7/18

Growing estate planning and administration law practice located in 94598 is seeking a part-time law office assistant. This is a position which may progress to full time depending upon the candidate’s availability and work product progression. Frankly a "school hours" schedule is preferred; e.g., 8:30 am to 2:30 pm four to five days per week. We are a small, close knit team sharing the reception duties. Every single client contact is a marketing and relationship building opportunity thus we are seeking a naturally talented people person to build into a does-it-all estate law paralegal. Responsibilities. RECEPTION: Telephone professionalism, greeting of clients and visitors. GENERAL: Tasks as directed in support of estate planning and administration. WORD PROCESSING: Prepare, edit and proofread correspondence. Prepare first drafts of, review, and proofread estate planning documents, including trusts, wills, powers of attorney, health care directives. Preparing probate court petitions and court forms including proofs of service and notices of hearing. SPREADSHEET: Excel data entry from bank statements and real estate transactions, audit, balance and prepare final drafts of estate administration accountings. FILING: Maintain electronic and paper filing systems; scan, manage, organize, and archive key documents. CALENDAR: Maintain client appointment calendar. ADMINISTRATION: Sharing general office administration, use and trouble shoot office equipment. TIME SHEETS: Enter and edit daily time sheets. Requirements and Experience. LIFE SKILLS: Can do (or quickly learn) all of the above without being told what to do every step of the way. Takes pride in a "finished product." ATTENTION TO DETAIL: Accuracy and proofreading are essential in writing, data entry, calendar maintenance, and the preparation of legal documents. PROOF READING: We read and write all day, we must be able to catch our drafting errors. WRITING SKILLS: You must be able to compose clear letters and pleadings. MATH & SPREADSHEET SKILLS: Experience with Excel spreadsheets preferred. SPEAKING SKILLS: Must be able to coherently and professionally communicate with clients, prospects, court officials, assessor/recorder office employees, professionals, bankers, and me. DIPLOMATIC SKILLS: Some people are unpleasant and need to be humored and won over. SOFTWARE SKILLS: MS Word, MS Excel, Corel Word Perfect, Adobe PDF. CIVILITY, PATIENCE, TACT: A negative attitude infects the whole office. General pleasantness and civility are essential.

Please call 925.278.6180 or email kmj@kylemjohnston.com for consideration and more detail. Thank you. 

Posted: 12/6/18

Whiting, Fallon, Ross & Abel, LLP, an established Walnut Creek family law firm, recognized as a leader in the field of matrimonial law in the San Francisco Bay Area, has an opening for an experienced Case Manager / Paralegal.

Job duties include:

• Manage and oversee a significant client case load including client contact, records management, tracking of facts, details and information
• Drafting, revising and finalizing legal correspondence, pleadings and memoranda
• Legal writing and research skills, and knowledge of proper format and citations
• Calendaring and general attorney support
• Gathering, organizing, analyzing and synthesizing incoming and outgoing discovery
• Assist in trial preparation and strategy development, and actively participates in case management from consultation and commencement of proceedings through trial and post-trial activities

Job Requirements:

• Proficiency in Microsoft Word, Outlook, Excel, QuickBooks, Adobe
• Proficient understanding of Local Court Rules and California Rules of Court
• Mastery of California Code of Civil Procedure, including all facets of written discovery requests and responses (including objections)
• Knowledge of legal documentation, legal terminology, formats and citations
• Excellent organization, communication, grammar and proofreading skills
• Ability to multi-task in a fast-paced environment and work effectively in case team environment
• Experience in family law is desired

Hours are 8:30 a.m. to 5:00 p.m., Monday through Friday.

Full-Time Benefits include:

• Medical insurance              Vacation time
• Dental insurance               Sick time
• Life insurance                    401(k) Plan
• Disability insurance            Profit Sharing Plan
• Chiropractic insurance       Paid parking

To be considered for this opportunity, please e-mail your cover letter, résumé, references and salary request to:  Firm Administrator at jobs@disso.com.  Please include “Case Manager” in the subject line.  Salary is competitive and will depend on experience.

Posted: 11/13/18