We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This position requires a motivated and meticulous individual who thrives in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries, and support staff, managing complex cases and meeting deadlines with precision.<br><br>Responsibilities:<br>• Organize and analyze asset information to support trust and estate administration processes.<br>• Assist in appraising and valuing assets, including strategies for asset allocation and subtrust funding.<br>• Prepare inventories, asset allocation agreements, and transfer documents for trust and estate matters.<br>• Draft and file court pleadings such as Probate petitions, Spousal Property petitions, and Trust Reformation petitions.<br>• Manage court filings, eFilings, discovery processes, and service of legal documents.<br>• Research and prepare deeds and supporting documents for real property transfers, including grant deeds and quitclaim deeds.<br>• Create fiduciary reports and accountings to ensure compliance and accuracy.<br>• Review and prepare Estate and Gift Tax returns with attention to detail.<br>• Maintain organized physical and electronic client files for seamless access and management.
We are seeking a Paralegal to join our team in Walnut Creek, California. This role is crucial to our operations, requiring the successful candidate to have a solid understanding of legal procedures, excellent case management skills, and the ability to handle complaints effectively. <br><br>Responsibilities:<br><br>• Handle all aspects of litigation, including filing lawsuits, preparing legal documents, and managing court proceedings.<br>• Utilize case management software to effectively handle all cases.<br>• Use LexisNexis for legal research and to stay current on relevant laws and regulations.<br>• Create and manage Excel spreadsheets to track case progression and client information.<br>• Oversee billing functions to ensure all legal services are accurately billed and collected.<br>• Draft and prepare legal briefings for review by attorneys.<br>• Manage calendars and schedule meetings, court dates, and other important events.<br>• Administer claims and handle all aspects of complaint resolution.<br>• Utilize Adobe Acrobat for document management purposes.<br>• Ensure all actions taken in carrying out responsibilities support the goal of providing excellent client service.
<p>Growing boutique firm is seeking a paralegal to join their team. This role is key to our operations in the litigation industry, and involves tasks such as preparing and submitting filings, managing case schedules, maintaining case files, assisting with legal and factual research, and much more. </p><p><br></p><p>Responsibilities:</p><p>• Assist attorneys with comprehensive legal and factual research, including the preparation of case timelines and the analysis and synthesis of facts.</p><p>• Organize and manage case files, client information, and records to ensure accuracy and easy retrieval.</p><p>• Prepare and submit filings to State and Federal Courts and arbitration tribunals, adhering to all relevant guidelines and procedures.</p><p>• Provide support in all aspects of litigation, from investigations and discovery to trial preparation, including the creation and maintenance of document databases and logs, document production, and on-site trial support.</p><p>• Facilitate effective case management by maintaining organized schedules and providing timely reminders of hearings, appointments, and deadlines.</p><p>• Help in the preparation of discovery requests and responses, subpoenas, pleadings, motions, correspondence, spreadsheets, and declarations.</p><p>• Ensure accurate formatting, proofreading, cite-checking, and blue-book documentation.</p><p>• Record time in line with ABA litigation guidelines, ensuring all case-related administrative and billable duties are performed.</p><p>• Utilize skills in e-filing and e-service across multiple jurisdictions, using online file and serve portals such as PACER, CM/ECF, and File & ServeXpress.B</p>
We are looking for an experienced Patent Prosecution Paralegal to join our team in Santa Clara, California. The ideal candidate will bring a deep understanding of patent processes and procedures, including U.S. filings, international coordination, and client communications. This role offers an opportunity to work in a dynamic environment where attention to detail and organizational skills are key.<br><br>Responsibilities:<br>• Prepare and file U.S. patent applications, amendments, appeals, and maintenance fees, ensuring compliance with all required protocols.<br>• Coordinate international patent prosecution activities, including liaising with foreign counsel and managing annuity payments.<br>• Manage docketing and calendaring tasks to track deadlines and maintain accurate records.<br>• Compile and deliver detailed status reports to clients, providing clear updates on case progress.<br>• Communicate effectively with clients to address inquiries and ensure smooth handling of patent matters.<br>• Support billing activities by reviewing and processing invoices related to prosecution tasks.<br>• Utilize case management software to organize and maintain documentation efficiently.<br>• Assist with discovery, trial preparation, and civil litigation tasks as needed.<br>• Collaborate with team members to streamline workflows and improve operational efficiency.
<p>We are seeking a Legal Assistant to join our team based in Campbell, California. In this role, you will be using your extensive legal knowledge to perform a variety of tasks, including the management of legal documents, client communication, and the use of case management software. This role operates within the legal industry and provides an exciting opportunity to be part of a dynamic workplace. </p><p><br></p><p>Responsibilities:</p><p>• Utilize various legal software to manage client information and legal procedures.</p><p>• Manage the e-Filing of documents in state and federal courts.</p><p>• Maintain a clear understanding and application of civil procedures and litigation.</p><p>• Prepare legal documents, pleadings, and discovery.</p><p>• Use Case Management Software (CMS) and Clio to track deadlines and manage tasks.</p><p>• Maintain high attention to detail when dealing with client relations and claim administration.</p><p>• Exhibit effective communication skills in liaising with clients and team members.</p><p>• Handle billing functions and calendar management efficiently.</p><p>• Foster a positive environment through good interpersonal skills.</p>
<p>We are inviting applications for the role of a Spanish speaking Legal Assistant. This role is based in Oakland, California, and is an integral part of our team. As a Legal Assistant, you will be involved in various aspects of civil litigation processes, legal documentation, client relationship management, and case preparation. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage civil litigation processes in accordance with California law</p><p>• Act as an interpreter during client meetings, depositions, mediations, and trials</p><p>• Independently draft and file a variety of legal documents such as complaints, discovery, motions, and court notices with state and federal courts, including appellate court</p><p>• Prepare exhibits for hearings and trials, including highlighting, redaction, and citing</p><p>• Draft routine legal documents like stipulations, hearing notices, subpoenas, deposition notices, and objections to deposition notices</p><p>• Organize and maintain electronic case files and documents</p><p>• Uphold confidentiality in all attorney-client relationships and maintain excellent public relations with clients</p><p>• Adhere to the ethical requirements as set by the Rules of Professional Conduct of the State of California</p><p>• Apply skills such as Calendar Management, Communication, e-File, e-Filing, and Spanish Language in day-to-day operations.</p>
