Legal Assistant

Robert Half-posted about 1 year ago
Full-time • Entry Level
San Mateo, CA
Administrative and Support Services
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The Trusts and Estates Legal Assistant position at Robert Half involves providing essential support to the Trusts and Estates Practice Group. The role encompasses a variety of tasks including document preparation, court pleadings, estate planning, and client communication, all aimed at ensuring efficient operations within the legal team.

  • Take charge of document creation, including proofreading and editing, ensuring meticulous formatting and redlining of litigation documents meant for court filing.
  • Handle the filing of court pleadings according to the Local Rules of Court, and serve pleadings in compliance with the Probate Code and firm policies.
  • Be responsible for recording deeds and other documents with the assessor-recorder's office.
  • Schedule and reserve hearing dates with California Probate Courts.
  • Conduct business searches and file documents with the Secretary of State.
  • Prepare estate planning binders in accordance with the Probate Code and firm policies.
  • Manage incoming mail process, including copying, scanning, naming, and filing mail for attorneys, calendar dates and determining next steps based on the content of the correspondence.
  • Maintain client and administrative files, opening and closing matters promptly and in accordance with firm and practice group policies and procedures.
  • Communicate with clients and potential clients, gathering necessary information for matter opening and scheduling Zoom video meetings, at the direction of their assigned timekeepers.
  • Assist attorneys with the status of receivables, review and approve vendor invoices, and submit them to the accounts payable department.
  • Coordinate attorneys' travel arrangements, including booking airfare and hotel, and making other arrangements as needed.
  • Keep a record of attorney's expenses for submission to the Accounting Department, and register attorneys for detail oriented, business development, and continuing education events.
  • Assist with attorney timekeeping, as well as invoice reviewing and processing.
  • Minimum of 5 years of experience in a Legal Assistant role or similar
  • Proficiency in Calendar Management, ensuring all appointments and deadlines are accurately recorded and updated
  • Demonstrated ability to manage Electronic Files, ensuring all documents are properly stored and easily accessible
  • Extensive knowledge of Probate & Estate Administration, capable of assisting with all related tasks and procedures
  • Familiarity with Probate Law, able to assist in the preparation and filing of legal documents
  • Experience in Estate Planning, capable of assisting clients in planning the distribution of their assets
  • Understanding of Estate Law, able to assist in the management of the legal and tax aspects of a client's estate.
  • Medical insurance
  • Vision insurance
  • Dental insurance
  • Life insurance
  • Disability insurance
  • 401(k) plan
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