Job Description
Job Description
Collins Law Group's mission it to help people preserve their wealth, both during their lifetime and for their families after death.
We believe in creating an enviroment where clients come first and we are the trusted advisors for families in our community. We specialize in Estate Planning. We support our clients with all clients with all areas of grown and protection of their assets, which includes estate planning, financial management, and tax planning.
We are looking for an A-team player, with a high level of integrity that is seeking to grow with our growing firm. We are tight knit bunch and want someone who is not just looking for a job, but truly wants to be part of a team. You will be able to county on us, just like we want to be able to count on you.
Our growing firm needs an experience paralegal who can roll up their sleeves and do what it takes to deliver a stellar client experience. You will work in an empowered environment that encourages your growth.
What You Will Be Doing:
80% Prepare and Manage Client Estate Plans
* Prepare and review legal documents including but not limited to: agreements, documents, contracts and letters
* Assist attorney(s) in preparation for estate planning meetings and other legal matters
*Track and manager assigned deliverables using designated software and tracking systems. Proactivley communicates when deadlines are at risk of being missed
* Coordinate and schedule meetings with clients to collect information needed for their estate plan case
* Print and assemble portfolio binders, packets, Trust ID cards, and letters for clients
* Assist with or conduct signing meetings including being able to explain what the clients are signing and follow-up steps
* Keep all databases up to date with client informaiton
* Keep clients up to date on status of their case
* Process deeds
*Assist with and manage post-mortem estate planning activities including probate and trust administration
* Meet establied production metrics
* Adhere to all other Collins Law Group policies and procedures
10% Law Firm Administrative Activities
* Send Sympathy cards, and coordincate meetings
* Send letters to fiduciaries offereing free meeting
* Provide Administrative support for attorney(s)
* Assist with sending information to prospects and clients through email and mail
* Track and report on production including number of cases open, cases closed, days aging for open cases, and turnabround time on closed cases
* Conduct legal research and drafting as requested
10% Complete other projects and other assignments as requested
Our Ideal Candidate
Our ideal candidate must have a minimum of two years or progressive legal experience performing paralegal or legal assistant work including: drafting and reviewing legal documents experience, preferably in a trust/estate planning law office.
MINIMUM QUALIFICATIONS
· At least 2 years of progressive legal experience performing paralegal or legal assistant work including: drafting and reviewing legal documents
· Experience interacting with clients via phone, email, and in-person preferred
· Intermediate to advanced knowledge of Microsoft Outlook, Word and Slack. Working knowledge of other Microsoft Office applications required
· Associate degree in paralegal studies or equivalent experience required
· Experience using Actionstep or similar practice management software desired
· Willingness to become a California Notary
· Professional appearance and friendly demeanor
· Ability to self-direct and prioritize work to meet internal and external deadlines w/other team members
SKILLS & BEHAVIORS
· Effective written and verbal communication
· Quick learning with the ability to research, learn, and self-teach
· Ability to build rapport with individuals of all backgrounds
· Able to effectively track and manage competing priorities and meet deadlines
· Professional appearance and demeanor
· Strong attention to detail with ability to proof documents with a meticulous eye
· Ability to self-direct and prioritize work to meet internal and external deadlines
· Exercises confidentiality and good judgment in all matters
· Timely and dependable team player
· Remains flexible and adaptable to new tasks and processes
· Exudes and upholds Collins Law Group’s Core Values
How to Apply
Send an email with subject line: Estate Planning Paralegal – YOUR LAST NAME. Include the following information:
1. Your Name, Address, and phone number, including best time you can be reached. We can call early in the morning or after hours if necessary.
2. Attach your cover letter with why you’re interested in the position and your resume.
3. Include your salary history and requirements.
If we feel you meet our requirements for this position, we will contact you to schedule an interview. No phone calls, please.
Company DescriptionOur firm's mission is dedicated to creating life-long relationships with our clients, equipping them with the knowledge to make well-informed decisions and providing them with quality estate planning resources. Our values are rooted in operating with integrity, providing a learning environment, and creating a transformational experience for families.
Company Description
Our firm's mission is dedicated to creating life-long relationships with our clients, equipping them with the knowledge to make well-informed decisions and providing them with quality estate planning resources. Our values are rooted in operating with integrity, providing a learning environment, and creating a transformational experience for families.