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:

* Sending initial correspondence and sympathy cards to family members

* Performing or arranging for asset valuation when appropriate

* Preparing documents including: 1. Asset lists, trust allocation to A/B Trusts, A/B/C Trusts, or to Beneficiaries; 2. Probate documents, Fededral and State Tax Forms and other returns as needed; 3. Affidavits of Death and other appropriate Deeds

* Working with clients to set specific deadlines and following up diligently to see necessary tasks through

* Identifying opportunities for additional legal services which arrise during the course of the relationship with the clients. These may include: changes in the client's estate plan, power of attorney documents, and estate planning services for the surviving family members who do not currently have a plan, etc.

* Attending closing meetings and arranging for witnesses and/or notary services

* Backup Final Signing Paralegal: Review estate plann with clients during Phone Final, including following up on missing asset information and confirming final appointment and balance of fees, may assemble portfolio binders, including printing and copying and any other task required to make delivery to the client, review estate plan dcument with clients at final meeting, collect final fees and conduct signing ceremony, which includes arranging for witnesses and notarizing the documents, etc.

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 Administration 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.