Estate Planning Paralegal - Gpac

Job Title: Estate Planning Paralegal

Location: San Jose, California - In office

Job Type: Full-Time

About the Employer:Our client, a highly regarded law firm specializing in estate planning, probate, and trust administration, is seeking a dedicated and skilled Estate Planning Paralegal to join their team. The firm prides itself on delivering personalized, professional legal services to its clients and is looking for a paralegal who can support their growing practice.

Job Description:The Estate Planning Paralegal will work closely with attorneys in the preparation and administration of estate planning documents, probate filings, and trust management. This role is ideal for a motivated individual with strong organizational skills and a passion for estate planning law.

Key Responsibilities:

• Draft and prepare estate planning documents, including wills, trusts, powers of attorney, and healthcare directives
• Assist in the administration of trusts and estates, including asset management and distribution
• Prepare and file probate documents, manage court filings, and track case status
• Conduct legal research related to estate and tax laws, ensuring compliance with federal and state regulations
• Maintain and organize client files, ensuring all relevant documentation is up-to-date and properly filed
• Coordinate communication with clients, financial institutions, and government agencies
• Assist attorneys in meetings with clients, providing support in explaining documents and processes
• Prepare estate and gift tax returns, and manage deadlines associated with tax filings
• Provide administrative support as needed

Qualifications:

• Minimum of 2 years of experience as a paralegal, with a focus on estate planning or probate
• Must posssess a Paralegal certificate or a degree in paralegal studies
• Bachelor’s degree and a Paralegal certificat from American Bar Association (ABA) approved program - (preferred)
• Strong knowledge of estate planning principles, including wills, trusts, and probate
• Experience with legal document preparation and estate tax filings
• Excellent written and verbal communication skills
• High level of attention to detail and organization
• Proficient in Microsoft Office and estate planning software
• Ability to work independently, handle multiple tasks, and meet deadlines

Benefits:

• Salary range: $52.00 to $60.00 per hour
• Health, dental, vision, life insurance
• HSA/FSA
• 401(k) Retirement plan 
• Paid time off and holidays
• Employee Assistance Program
• Professional Development Assistance
• Opportunities for professional growth and development
• Paid parking and fitness center access

How to Apply:  Please send your resume to rhonda.hartz@gogpac.com with the subject line "Estate Planning Paralegal Application."  You can call or text me at 605.679.4946. All inquiries and applications will be kept strictly confidential.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.