JKZ LLP
Senior Paralegal - Trusts & Estates
San Francisco, CA · Senior
Sponsorship not specifiedDetected 125 days ago
ComplianceExcelValuationHIPAAResearchLeadershipCommunicationCritical ThinkingMentoringOrganizational SkillsMicrosoft Office
About the role
- This role requires a self-starter who is willing and open to learning new skills as well as taking initiative and being proactive.
- Direct Reports: N/A Essential Duties and Responsibilities, including but not limited to: 1.
- The Paralegal - Trusts & Estates will have other tasks as assigned.
Responsibilities
- Document Preparation & Drafting
- Draft estate planning documents (wills, trusts, powers of attorney, HIPAA forms).
- Draft trust administration documents (notices, inventories, accountings, receipts and releases).
- Prepare deeds, property transfer documents, and related asset-transfer forms.
- Manage probate timelines, notice periods, and statutory deadlines.
- Maintain estate planning project flows, ensuring documents proceed through drafting, review, and signing stages.
- Coordinate execution and notarization of estate planning documents.
- Collect client information, financial statements, asset lists, tax documents, and supporting records.
- Support clients through probate and trust administration processes by explaining requirements and next steps (non-legal, procedural information only). 4. Research & Analysis
- Ability to perform legal research and prepare memorandums on findings. 5. Document Management & Organization
Requirements
- To perform this job successfully, an individual must be able to satisfactorily perform all essential duties.
- The requirements listed below are representative of the knowledge, skill, and physical and mental abilities required.
- Ability to remain composed, strategic, and solution-oriented in high-pressure or emotionally charged situations.
- Knowledge, Skills and Abilities
- Working knowledge of probate procedures, statutory notices, court processes, and examiner notes.
- Substantial experience with trust administration, inventories, fiduciary accountings, and asset marshaling.
- Proficiency in MS Office (Word, Excel, Outlook) and modern law firm practice management software.
- This is a very fast-paced environment, and the Senior Paralegal - Trusts & Estates must be able to multitask and assist attorneys with a voluminous caseload.
Benefits
- Senior Paralegals are expected to model and uphold JKZ's mission, vision, and values in all professional interactions and to consistently produce work that meets or exceeds the JKZ Standard.
Equal opportunity
- JKZ LLP is an equal opportunity employer committed to creating an inclusive and diverse workforce.
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This listing is sourced directly from JKZ LLP's careers page and normalized into a canonical job model.