BUCHALTER, A PROFESSIONAL CORPORATION
Estate Planning Legal Assistant
BUCHALTER, A PROFESSIONAL CORPORATION, San Francisco, California, United States, 94199
Job Details
Job LocationSan Francisco Office - San Francisco, CA
Estate Planning Legal Assistant
We are seeking an Estate Planning Legal Assistant to support our San Francisco office.
Duties and ResponsibilitiesEditing and proofreading of estate planning and trust administration documentsAssisting in drafting various estate planning documents, including trusts, wills, assignments, powers of attorney, advance health care directives, and recordation of deeds with accompanying transfer documentsAssisting in drafting trust administration documents, including checklists, certifications of trust, beneficiary releases and agreements, court petitions, probate documents, pleadings, and asset inventoriesAssisting in drafting and recording of real property transfer documents including deeds, preliminary changes of ownership, and transfer tax affidavitsFiling federal tax documents including Forms 709, 706, 8971, etc.Filing probate court documents including court petitions and coordinating service of process on partiesArranging for valuations as necessaryObtaining EINsAssisting executor/trustee with the collection, valuation and distribution of assetsCoordinate and carry out mailing, filing, and other administrative tasks for client projectsPreparing client memos and correspondence to clients and other professionals as neededPerforming legal researchPreparing signing instruction memoranda and finalizing estate documents for signatureFacilitating meetings, client calls, and maintaining attorney's calendarsAssisting in client estate planning signing appointments as neededNotary service (Public Notaries would be very helpful)Coordinating with the records and conflicts departments in the opening and closing of mattersDatabase management of all relevant documents; routine document filingPreparing physical and electronic estate planning and transaction binders for clientsExpense reimbursementsEntering and editing attorney time as necessaryKnowledge and Abilities Required
Experience with and basic knowledge of revocable estate planning documents (revocable trust, health care directives, trustee's certification, powers of attorney, wills, etc.) and basic irrevocable estate planning documents (irrevocable trusts, assignments, etc.)Experience with recording and filing real property transfer documentsExperience with court filings and service on parties, including e-filingExperience with assembling and filing federal tax returnsExperience with calendaring deadlines and reminders on master calendar, in addition to managing calendaring calls and meetings for multiple attorneysThe ideal candidate will interact well with others in a team setting, work effectively under pressure, be detail oriented, eager to learn, and have strong organizational and communication skillsExcellent verbal and written skills are requiredExperience and Education Required
Qualified candidates will have 3 - 5 years of strong estate planning experience, including knowledge of California Probate & Trust law and procedure and federal tax law and procedure. Strong experience in real estate or corporate practice areas, or family office/financial management background may also be considered.
Buchalter APC offers a competitive salary, 401K, profit sharing, a generous benefits package, commuter benefits, PerkSpot Discount Program, company events and more. Buchalter is currently offering a hybrid work model for this position.
Pay Scale: The reasonably expected pay scale for this position is $70-100k. This is an employer estimate and the salary offered within that range, and the potential for bonus and bonus amount, will depend on candidate's years of practice, experience and performance.
Buchalter was founded based on principles of inclusivity. Our firm's commitment to reflecting and enhancing the rich diversity of the clients and communities we serve is more than eight decades strong. Buchalter's diversity of attorneys and staff provides clients with a greater breadth of creative talent and alternative approaches, and enriches our firm's collaborative, entrepreneurial and collegial environment, benefiting all. We are proud to be an equal opportunity employer. In recruiting, we welcome the unique contributions that all candidates can bring in terms of their education, opinions, culture, ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, color, religion, disability, sexual orientation and beliefs.
Interested candidates should submit a resume.
Job LocationSan Francisco Office - San Francisco, CA
Estate Planning Legal Assistant
We are seeking an Estate Planning Legal Assistant to support our San Francisco office.
Duties and ResponsibilitiesEditing and proofreading of estate planning and trust administration documentsAssisting in drafting various estate planning documents, including trusts, wills, assignments, powers of attorney, advance health care directives, and recordation of deeds with accompanying transfer documentsAssisting in drafting trust administration documents, including checklists, certifications of trust, beneficiary releases and agreements, court petitions, probate documents, pleadings, and asset inventoriesAssisting in drafting and recording of real property transfer documents including deeds, preliminary changes of ownership, and transfer tax affidavitsFiling federal tax documents including Forms 709, 706, 8971, etc.Filing probate court documents including court petitions and coordinating service of process on partiesArranging for valuations as necessaryObtaining EINsAssisting executor/trustee with the collection, valuation and distribution of assetsCoordinate and carry out mailing, filing, and other administrative tasks for client projectsPreparing client memos and correspondence to clients and other professionals as neededPerforming legal researchPreparing signing instruction memoranda and finalizing estate documents for signatureFacilitating meetings, client calls, and maintaining attorney's calendarsAssisting in client estate planning signing appointments as neededNotary service (Public Notaries would be very helpful)Coordinating with the records and conflicts departments in the opening and closing of mattersDatabase management of all relevant documents; routine document filingPreparing physical and electronic estate planning and transaction binders for clientsExpense reimbursementsEntering and editing attorney time as necessaryKnowledge and Abilities Required
Experience with and basic knowledge of revocable estate planning documents (revocable trust, health care directives, trustee's certification, powers of attorney, wills, etc.) and basic irrevocable estate planning documents (irrevocable trusts, assignments, etc.)Experience with recording and filing real property transfer documentsExperience with court filings and service on parties, including e-filingExperience with assembling and filing federal tax returnsExperience with calendaring deadlines and reminders on master calendar, in addition to managing calendaring calls and meetings for multiple attorneysThe ideal candidate will interact well with others in a team setting, work effectively under pressure, be detail oriented, eager to learn, and have strong organizational and communication skillsExcellent verbal and written skills are requiredExperience and Education Required
Qualified candidates will have 3 - 5 years of strong estate planning experience, including knowledge of California Probate & Trust law and procedure and federal tax law and procedure. Strong experience in real estate or corporate practice areas, or family office/financial management background may also be considered.
Buchalter APC offers a competitive salary, 401K, profit sharing, a generous benefits package, commuter benefits, PerkSpot Discount Program, company events and more. Buchalter is currently offering a hybrid work model for this position.
Pay Scale: The reasonably expected pay scale for this position is $70-100k. This is an employer estimate and the salary offered within that range, and the potential for bonus and bonus amount, will depend on candidate's years of practice, experience and performance.
Buchalter was founded based on principles of inclusivity. Our firm's commitment to reflecting and enhancing the rich diversity of the clients and communities we serve is more than eight decades strong. Buchalter's diversity of attorneys and staff provides clients with a greater breadth of creative talent and alternative approaches, and enriches our firm's collaborative, entrepreneurial and collegial environment, benefiting all. We are proud to be an equal opportunity employer. In recruiting, we welcome the unique contributions that all candidates can bring in terms of their education, opinions, culture, ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, color, religion, disability, sexual orientation and beliefs.
Interested candidates should submit a resume.