Job Summary
As a Paralegal, you will play a crucial role in supporting attorneys with legal research, document preparation, and case management. Your expertise will contribute to the efficient operation of the law firm.

Responsibilities

Assist in drafting legal documents, including briefs, pleadings, and contracts.
Manage and organize case files and documents for easy retrieval.
Communicate with clients and external parties professionally via phone and email.
Review and summarize legal documents for attorneys.
Assist with estate planning, patent law matters, and tribal law regulations.
Maintain confidentiality of sensitive information.
Perform administrative tasks to support attorneys as needed.
Assist with initial client meetings to gather necessary information and help determine the best services to offer based on their needs.
Draft and edit legal documents, including wills, trusts, probate forms, and other estate planning documents.
Review and document clients' financial information to support estate planning and probate administration.
Review and assess creditors' claims against decedent estates.
Prepare estate tax returns and ensure timely filing.
Prepare inventories, real estate transfer deeds, and other required documents for the transfer of real estate in probate matters.
Assist with trial preparation, including the preparation of exhibits and other related documentation.
Create and maintain a calendar of critical dates, ensuring all deadlines are met and filings are submitted on time.
Communicate with clients both verbally and in writing to provide updates, answer questions, and ensure smooth progress of the probate process.
Be proficient in using the firm’s Practice Management Software for tracking client information, deadlines, and documents.
Conduct legal research using resources such as Lexis-Nexis and other databases.
Assist in drafting legal documents, including briefs, pleadings, and contracts.
Manage and organize case files and documents for easy retrieval.
Communicate with clients and external parties professionally via phone and email.
Review and summarize legal documents for attorneys.
Assist with estate planning, patent law matters, and tribal law regulations.
Maintain confidentiality of sensitive information.
Perform administrative tasks to support attorneys as needed.

Skills

Experience as a paralegal, preferably in probate or estate planning law.
Proficiency in drafting legal documents, managing creditors' claims, and preparing estate tax returns.
Familiarity with real estate transfers in the context of probate administration.
Excellent organizational, time management, and communication skills.
Strong attention to detail and the ability to manage multiple deadlines.
Proficiency with legal practice management software is required.
Ability to work both independently and collaboratively with the legal team.
Proficiency in legal research methodologies.
Strong organizational skills with attention to detail.
Familiarity with estate planning and tribal law regulations is advantageous.
Excellent phone etiquette and communication skills.
Ability to handle document review efficiently.
Understanding of administrative tasks within a legal setting.

Job Types: Full-time, Contract

Pay: $60,000.00 - $80,000.00 per year

Benefits:

Flexible schedule
Free parking
Health insurance
Work from home

Schedule:

8 hour shift
Monday to Friday
No weekends

Education:

Bachelor's (Preferred)

Experience:

Paralegal: 2 years (Preferred)

Location:

Palm Springs, CA 92262 (Required)

Ability to Relocate:

Palm Springs, CA 92262: Relocate before starting work (Required)

Work Location: In person

THE LAW OFFICES OF DAVID D.L. HORTON, ESQ, & ASSOCIATES, APC jobs

Probate Paralegal