<p>A municipal entity in Oakland seeking an experienced Litigation Secretary to join their collaborative legal team. This is an exciting long-term contract opportunity offering stability, meaningful public-sector work, and a flexible hybrid schedule.</p><p><br></p><p>As a Litigation Secretary, you will play a key role in supporting multiple attorneys within a pool system. You’ll manage complex litigation matters, ensure compliance with court deadlines and rules, and keep cases moving efficiently from discovery through trial.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare, format, and proofread correspondence, pleadings, and legal documents</li><li>Manage heavy calendaring for multiple attorneys, including court dates, deadlines, and meetings</li><li>Handle e-filing in both Alameda County Superior Court and U.S. District Court (USDC)</li><li>Maintain accurate case files and assist with trial preparation</li><li>Coordinate responses to inquiries, transcribe dictation, and manage general administrative tasks</li></ul>
<p><strong>About the Role</strong></p><p>We are seeking a highly organized, friendly, and tech-savvy Office Coordinator to provide support for research projects and studies. This is a project-based position running from October 15th to December 12th, with potential for future involvement in upcoming projects. The role offers hands-on experience in a supportive and research-driven work environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Greet and guide test subjects to the designated study rooms.</li><li>Ensure clarity and accuracy of data collection during project sessions.</li><li>Provide guidance and instructions to participants as they navigate voice-based data studies.</li><li>Oversee the study process, ensuring a positive and seamless experience for test subjects.</li><li>Utilize downtime productively by either completing personal tasks or assisting with ad hoc office projects.</li></ul>
We are looking for a skilled Legal Secretary to join our team in Menlo Park, California. This long-term contract position offers the opportunity to work closely with attorneys and paralegals, providing essential support in managing IP and patent litigation cases. The ideal candidate will bring strong organizational skills, attention to detail, and the ability to thrive in a fast-paced legal environment.<br><br>Responsibilities:<br>• Provide administrative and litigation support to multiple attorneys and paralegals specializing in IP and patent cases.<br>• Prepare, edit, and format legal documents including correspondence, briefs, pleadings, and discovery motions.<br>• Manage electronic filing of documents with Federal and State courts, ensuring compliance with court rules.<br>• Coordinate calendars, maintain case files, and schedule depositions to support case progress.<br>• Draft and organize caption pages and shells for motions and discovery.<br>• Monitor court websites to stay updated on Local Court Rules.<br>• Process expense reports, check requests, and attorney timesheets with accuracy.<br>• Arrange catering and travel logistics for trials as needed.<br>• Utilize document processing software and tools to ensure efficient handling of legal materials.
<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>
<p>We are offering an exciting opportunity for a Litigation Legal Secretary in Emeryville, California. This position involves supporting 2-3 attorneys in a law firm setting, with a strong focus on coordinating deadlines, maintaining large case files, and managing attorney calendars. </p><p><br></p><p>Responsibilities:</p><p>• Manage and maintain large case files to ensure efficient workflow and timely case progression</p><p>• Coordinate deadlines and ensure thorough follow-through to avoid any legal complications</p><p>• Prepare correspondence and discovery documents, ensuring accuracy and completeness</p><p>• Handle e-filings and traditional mail filings, adhering to all legal procedures and deadlines</p><p>• Schedule hearings, ensuring all parties are informed and available</p><p>• Manage attorney calendars, preventing scheduling conflicts and ensuring optimal time management</p><p>• Maintain a master calendar for follow-up actions, ensuring no tasks are overlooked</p><p>• Leverage proficiency in Word, Excel, and Outlook to manage work and communicate effectively</p><p>• Cultivate strong client relations, providing excellent customer service while handling sensitive information</p><p>• Contribute to team efforts, working collaboratively to achieve firm goals.</p>
We are looking for a motivated and detail-oriented Office Assistant to join our team on a contract basis in Richmond, California. This position is ideal for someone who enjoys hands-on tasks and working with digital and physical archiving processes. The role involves organizing, digitizing, and cataloging historical documents while maintaining accuracy and efficiency.<br><br>Responsibilities:<br>• Unpack, sort, and organize large-format historical plan sets to prepare them for digitization.<br>• Operate specialized equipment, such as a large-format plotter, to scan and digitize documents (training provided).<br>• Perform accurate data entry to catalog and index archived materials.<br>• Maintain and update spreadsheet indexes using beginner-level Microsoft Excel skills.<br>• Handle physical materials, including lifting up to 50 lbs and navigating stairs when necessary.<br>• Ensure the proper care and storage of documents throughout the archiving process.<br>• Communicate progress and report any challenges or issues encountered during tasks.<br>• Follow established procedures for the organization and digitization of materials.<br>• Collaborate with team members when needed to ensure project deadlines are met.
<p>We are looking for a dedicated <strong>Part Time Administrative Assistant </strong>to join our team in Oakland, California. This is a part-time Contract position with the potential to grow into a more comprehensive administrative role for the right candidate. The ideal individual will bring expertise in data entry and fundraising platforms, along with a strong attention to detail and excellent organizational skills.</p><p><br></p><p>Responsibilities:</p><p>• Input and organize donor information and mailing lists with accuracy and efficiency.</p><p>• Create and maintain mailing lists to support various fundraising campaigns.</p><p>• Assist in clearing the data entry backlog to ensure smooth fundraising operations.</p><p>• Transition into broader administrative and fundraising support tasks once the initial data entry project is completed.</p><p>• Collaborate with team members to ensure donor information is up-to-date and accessible.</p><p>• Provide general administrative assistance, including answering inbound calls and managing office tasks.</p><p>• Support ongoing fundraising efforts by managing donor communications and outreach.</p><p>• Handle data entry tasks in alignment with organizational goals and timelines.</p>
<p>Robert Half is recruiting a Legal Secretary for the Marin office of our large law firm client. The Legal Secretary will assist 3-4 commercial litigation, labor & employment law, and public entity defense attorneys. A legal secretary with good experience managing civil litigation documents and court filings and who enjoys a diverse and interesting caseload.</p><p><br></p><p>Required qualifications: </p><p>• 2++ years of civil litigation support experience as a legal secretary;</p><p>• Good knowledge of state, Federal, and administrative court rules and procedures for preparing pleadings (incl. some cite checking) and doing e-filings and service on the parties;</p><p>• Software skills include MS Word, Excel, PowerPoint, Adobe, and electronic document management systems (e.g., IManage); and</p><p>• High attention to detail, strong organizational and administrative skill set, and great word processing, editing and proofreading skills.</p><p><br></p><p>This is a direct-hire opportunity at a nice firm that ensures good work-life balance and cordial workplace culture. Our client offers a base salary of $75,000 - 100,000/yr., DOE, plus year-end discretionary bonus, and comprehensive benefits (incl. multiple medical/dental/vision insurance plans, 410k Plan with 3% Firm match, and good vacation & sick leave). For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
We are in search of a Paralegal to be a part of our team in San Jose, California. The role focuses on providing administrative and legal support within our industry. The Paralegal will be responsible for preparing legal documents, conducting legal research, and assisting in trial preparation. This role is an ideal fit for individuals adept at maintaining organization amidst a variety of tasks.<br><br>Responsibilities:<br>• Skillfully draft legal documents such as pleadings, subpoenas, and discovery requests and responses.<br>• Ensure meticulous preparation of depositions, legal memos, and trial binders.<br>• Conduct comprehensive administrative and legal research projects as needed.<br>• Actively assist in the preparation for depositions and trials, including aiding in the preparation of witnesses.<br>• Construct exhibits and additional demonstrative evidence to be used during trial procedure.<br>• Draft settlement agreements according to standard legal practices.<br>• Manage court filings and calendar management efficiently.<br>• Handle additional projects and duties as assigned by the team.<br>• Maintain a consistent method of organization and ensure the ability to handle litigation deadlines efficiently.<br>• Exhibit proficiency in the use of Microsoft Word, Excel, Lexis Nexis, and Outlook.
<p>We are looking for a motivated and detail-focused Executive Assistant to provide critical support to one of our clients in San Francisco, California. This is a Contract-to-permanent position, offering an exciting opportunity to work in a fast-paced environment with high visibility and impact. You will play a key role in enabling the organization to operate efficiently and effectively by managing priorities, communication, and strategic initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a strategic partner to the leadership team, managing communications and prioritizing tasks to ensure seamless operations.</p><p>• Handle complex calendar management, travel arrangements, and logistical planning for executive meetings and events.</p><p>• Prepare meeting materials, including drafting agendas, capturing detailed notes, and following up on action items.</p><p>• Coordinate internal and external communications, including outreach to external partners and stakeholders.</p><p>• Organize special projects, office planning, event coordination, and confidential initiatives as needed.</p><p>• Identify operational inefficiencies and implement solutions to optimize team productivity.</p><p>• Anticipate potential challenges and proactively develop strategies to address them.</p><p>• Maintain discretion and professionalism while managing sensitive information.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013314590 **</p>
<p>Our client is seeking a strategic and highly organized Legal Operations Manager to support their legal team in driving operational excellence, cross-functional collaboration, and compliance initiatives. This is a full-time ongoing contract role with potential for conversion. This person would need to be able to report on-site to their San Francisco office at least 2 times a week.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and coordinate Legal Team projects such as whistleblower program management, SOX compliance, training modules, corporate calendar oversight, CLM implementation, template development, policy updates, and audits.</li><li>Act as a liaison between Legal and other departments to ensure alignment, track requests, monitor progress, and manage deliverables.</li><li>Support corporate-level compliance initiatives in partnership with the General Counsel, Deputy General Counsel, and other key stakeholders.</li><li>Identify and implement process improvements to enhance Legal Team efficiency and cross-functional collaboration.</li><li>Manage vendor onboarding, billing, and budget tracking in coordination with the General Counsel.</li></ul>
<p>A well-known mid-sized law firm in Oakland is seeking a Legal Secretary to join their civil litigation team. This is a great opportunity to join a reputable firm with a supportive environment and strong career development potential.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare, proofread, and format motions, pleadings, discovery, and correspondence</li><li>Manage E-filing with state and federal courts</li><li>Provide trial preparation support, including exhibits, witness coordination, and case file management</li><li>Maintain attorney calendars, deadlines, and case schedules</li><li>Deliver high-level administrative support to attorneys and paralegals</li></ul><p><br></p>
We are looking for an experienced Litigation Legal Secretary to join our team in San Francisco, California. This role is essential in providing comprehensive administrative and legal support to attorneys, ensuring smooth case management and efficient operations. The ideal candidate will have a strong understanding of legal processes and a proactive approach to managing deadlines and priorities.<br><br>Responsibilities:<br>• Coordinate attorney schedules by organizing meetings, depositions, court appearances, and travel plans while tracking filing deadlines and court requirements.<br>• Prepare and format legal documents, including pleadings and correspondence, ensuring accuracy and compliance with state and federal standards.<br>• Manage document submissions for court filings, discovery processes, arbitration, mediation, and hearings.<br>• Handle incoming and outgoing mail efficiently, ensuring timely delivery and proper routing as needed.<br>• Draft correspondence, analyze information, and arrange logistics for court reporters, expert witnesses, and other legal resources.<br>• Create and maintain reminder systems for deadlines and calendar events to support case preparation.<br>• Organize and maintain both client-specific and general files, periodically reviewing them for archiving or closure.<br>• Oversee conflict checks and new matter request forms, ensuring proper documentation and adherence to protocols.<br>• Communicate effectively with clients, maintaining confidentiality and professionalism to uphold attorney-client relationships.<br>• Assist with time entry, billing reviews, and document assembly, as well as any additional administrative tasks as required.
<p>A polished and growing insurance defense law firm in Walnut Creek is seeking a Legal Secretary to join their team. This is an exciting opportunity to become part of a family-oriented, collaborative office culture with a strong reputation in the Bay Area legal community.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare, proofread, and format motions, pleadings, discovery, and correspondence</li><li>Manage E-filing in state and federal courts</li><li>Handle trial preparation, including exhibits, witness coordination, and case files</li><li>Maintain attorney calendars, deadlines, and case schedules</li><li>Provide administrative and litigation support to attorneys and paralegals</li></ul>
We are looking for a skilled Trust and Estate Paralegal to join our team in Orinda, California. In this role, you will play a vital part in assisting attorneys with estate planning, trust administration, and litigation matters. This position requires a high level of attention to detail, excellent organizational skills, and a commitment to providing exceptional service.<br><br>Responsibilities:<br>• Assist attorneys with drafting and reviewing estate planning documents, including wills and trusts.<br>• Support litigation efforts related to trust disputes and estate matters by managing discovery processes and preparing case files.<br>• Coordinate and manage trust administration tasks, ensuring compliance with legal requirements.<br>• Serve as a licensed Notary Public to notarize essential legal documents as needed.<br>• Conduct legal research to provide accurate information and recommendations to attorneys.<br>• Maintain and organize case files, ensuring all documentation is up-to-date and accessible.<br>• Communicate with clients to gather necessary information and provide updates on case progress.<br>• Collaborate with the legal team to prepare for hearings, trials, and other court proceedings.<br>• Monitor deadlines and ensure timely submission of required filings and documentation.<br>• Contribute to the development and implementation of efficient workflows for estate planning and litigation processes.
We are looking for an experienced Paralegal to join our team in San Francisco, California. In this role, you will play a key part in supporting plaintiff employment litigation cases, handling complex legal processes, and ensuring smooth case management from start to finish. This position is ideal for someone with over five years of experience in litigation and a strong grasp of trial preparation and discovery.<br><br>Responsibilities:<br>• Coordinate and manage all aspects of discovery, including document review, production, and organization.<br>• Assist attorneys with trial preparation, including drafting legal documents and organizing exhibits.<br>• Conduct legal research and compile findings to support case strategies.<br>• File legal documents electronically and ensure compliance with court requirements.<br>• Maintain and update case files using litigation-specific software.<br>• Communicate with clients and witnesses to gather information and provide case updates.<br>• Track deadlines and ensure timely submission of all legal filings.<br>• Support attorneys during depositions and hearings by preparing relevant materials.<br>• Draft and proofread correspondence, pleadings, and other legal documents.<br>• Organize and oversee administrative tasks related to ongoing litigation cases.
We are looking for a detail-oriented Paralegal to join our team in Berkeley, California. In this role, you will play a crucial part in supporting litigation efforts and ensuring the seamless management of legal processes. This position offers an excellent opportunity to work on diverse cases while contributing to a dynamic and collaborative legal environment.<br><br>Responsibilities:<br>• Manage litigation calendars and ensure deadlines are met accurately.<br>• Prepare and file legal documents with state and federal courts electronically.<br>• Draft legal correspondence, pleadings, and other essential documents.<br>• Conduct discovery processes, including gathering and organizing relevant information.<br>• Collaborate with attorneys on trial preparation and case strategy.<br>• Utilize case management software to maintain organized records and workflows.<br>• Assist in the review and analysis of employment law matters.<br>• Provide administrative support to attorneys during court proceedings and meetings.
<p>We are offering an exciting opportunity for a Legal Secretary to work with a firm that represents worker and labor unions located in Oakland, California. In this role, you will be tasked with managing legal documentation, collaborating with legal teams, and leveraging your litigation experience to support the firm's operations.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage and organize legal documentation to ensure accuracy and accessibility in the system</p><p><br></p><p>• Collaborate efficiently with legal teams to facilitate smooth operation</p><p><br></p><p>• Utilize your litigation experience to assist in case preparation and management</p><p><br></p><p>• Respond to inquiries related to legal proceedings and documentation</p><p><br></p><p>• Monitor client accounts and legal proceedings, taking action where necessary</p><p><br></p><p>• Ensure the accurate and efficient processing of legal documentation</p><p><br></p><p>• Maintain the integrity and confidentiality of all legal data and information</p>
We are looking for a dedicated and experienced Family Law Paralegal to join our dynamic team in San Jose, California. This role involves providing essential legal support to attorneys, managing a variety of family law cases, and ensuring the highest level of service to clients. If you thrive in a fast-paced environment and have a strong understanding of California family law, we encourage you to apply.<br><br>Responsibilities:<br>• Assist attorneys in handling family law cases, including divorce, child custody, spousal support, restraining orders, and adoption.<br>• Draft and prepare legal documents such as pleadings, motions, declarations, stipulations, and discovery responses in compliance with California Family Code and local court rules.<br>• Coordinate and manage court filings, ensuring accuracy and timely submission using e-filing systems.<br>• Communicate with clients to gather necessary documentation, prepare them for hearings, depositions, and mediations, while maintaining strict confidentiality.<br>• Conduct legal research and compile evidence to support case strategies and trial preparation.<br>• Organize case files, exhibits, and trial binders to ensure attorneys are fully prepared for proceedings.<br>• Draft, review, and organize discovery requests and responses, including interrogatories, requests for production, and subpoenas.<br>• Maintain detailed calendars for attorneys, tracking deadlines, hearings, depositions, and court appearances.<br>• Utilize legal case management software to organize and maintain both electronic and physical case files.<br>• Adhere to firm policies and ethical rules, ensuring compliance with all court regulations.
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><strong>Job Title: Senior Portfolio Manager</strong></p><p><br></p><p><strong></strong></p><p><strong>Overview</strong></p><p>The Senior Portfolio Manager oversees the daily operations, compliance, staff, and maintenance of Oakland Housing Authority’s rental housing and facilities. This role ensures properties are well-managed, financially sound, and meet all regulatory requirements.</p><p><strong>Key Responsibilities</strong></p><ul><li>Manage day-to-day operations of assigned properties.</li><li>Ensure compliance with HUD, Section 42 Tax Credit, and local/state housing regulations.</li><li>Oversee leasing, rent collection, and timely unit turnovers.</li><li>Prepare budgets, monitor expenses, and review financial reports.</li><li>Supervise, train, and evaluate property management staff and vendors.</li><li>Ensure maintenance schedules, inspections, and work orders are completed.</li><li>Provide leadership in safety, risk management, and customer service.</li><li>Prepare reports, meet deadlines, and represent the Authority at community meetings.</li></ul><p><br></p>
<p>Robert Half is recruiting a Paralegal for a premier plaintiff-side personal injury litigation law firm in San Francisco’s Financial District (near BART/MUNI/ferries). The Paralegal plays a pivotal role in assisting the attorneys with case management and court filings, calendaring for the litigation docket, maintaining electronic case files, and working with clients to gather information and documents for discovery. A good candidate is organized, diligent, can work both independently and as part of a team, and is passionate about helping individual and family clients achieve justice and full recovery.</p><p><br></p><p>Principle responsibilities:</p><p>• Communicate with clients in person, over the phone, and via email;</p><p>• Assist with drafting, formatting, proofreading, and finalizing correspondence, pleadings, demand letters, mediation briefs, and other legal documents;</p><p>• Prepare and serve discovery;</p><p>• File pleadings with both state and Federal trial courts;</p><p>• Perform administrative duties, such as maintaining lawyers’ calendars, scheduling depositions and entering deadlines to the master calendar;</p><p>• Process and handle incoming subpoenas and obtain medical records, including medical billing;</p><p>• Create and maintain digital case files for each client;</p><p>• Screen, process, direct, and prioritize incoming calls, emails, and mail; and</p><p>• Take initiative to manage law firm marketing efforts.</p><p><br></p><p>Desired qualifications:</p><p>• 3+ years litigation legal assistance experience, with some plaintiffs’ PI law experience;</p><p>• College degree, and preferably a Paralegal Certificate;</p><p>• Knowledge of state and Federal (ECF / PACER) e-filing platforms and service processers (OneLegal), local court rules, and calendaring deadlines;</p><p>• Bilingual fluency in Spanish and English is a plus factor;</p><p>• Good writing (including editing and proofreading) and verbal communication skills;</p><p>• Excellent attention to detail and organizational skills, incl. ability to handle multiple projects; and</p><p>• Solid word processing experience (MS Office Suite and Adobe) and database software proficiency (Dropbox and Filevine are a plus).</p><p><br></p><p>This is a terrific direct-hire opportunity with a collaborative and very easygoing boutique law firm. Our client is offering a base salary range of $60,000 – 75,000/year, depending on experience, for a regular 35-hour workweek (7-hour workday). Some overtime available, but it’s not common. There is bonus compensation and employment benefits including medical insurance plan coverage, 401k Plan, 3 weeks of paid time off (PTO), and paid firm holidays. The attorneys are flexible about occasionally changing schedule to attend to personal appointments.</p><p><br></p><p>For confidential consideration, please email resume to Jon Lucchese, VP & Sr. Recruiting Mgr. - Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p>Robert Half is recruiting a Litigation Secretary for our international law firm client in downtown San Francisco (hybrid telecommute remotely 2 days/wk) with a leading commercial litigation practice. To qualify, candidates should have at least 5 years of experience formatting and finalizing pleadings for e-filing (or manual) in Federal & state courts, tables of contents (TOC's) and tables of authorities (TOA's), case management, trial preparation and procedure, discovery and large document productions, and calendaring. Technically, candidates should ideally be proficient in MS Office Suite (Word, Outlook, and Excel), PC Docs, and PDF/Adobe. Soft skills required include detail-oriented, very organized, excellent verbal/written communication, dependable, timely, efficient, and team player.</p><p><br></p><p>This is a direct-hire opportunity and hours are 37.5 per week (sometimes overtime). Our prestigious client is offering a base salary of $90,000 - 120,000/yr, DOE, employment benefits (including 401k Plan with Firm contributions), and 20 days PTO and 10 firm holidays. For confidential consideration, please email resume to Jon Lucchese, VP - Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p>A well-established law firm specializing in <strong>Real Estate/Landlord-Tenant</strong> is seeking a motivated and experienced <strong>Paralegal</strong> to join their dynamic team. This is a full-time, hybrid or remote flexible opportunity where you'll play a vital role in assisting attorneys with all stages of litigation while working alongside seasoned legal professionals.</p><p><br></p><p>Responsibilities</p><p>• Conducting legal fact finding and basic legal research as needed</p><p>• Draft legal documents</p><p>• Assisting in managing cases, ensuring all details are handled in a timely manner</p><p>• Organizing pleadings and filing them electronically</p><p>• Coordinating and scheduling calendars to ensure all important dates and deadlines are accounted for</p><p>• Assisting attorneys in trial preparation to ensure all necessary documents and information are in order</p><p>• Maintaining case files, ensuring they are up to date and easily accessible</p><p>• Responding to ad-hoc requests and completing them as necessary</p>
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.
