Probate and Trust Paralegal

A boutique law firm specializing in advising high-wealth individuals and closely-held business owners in tax, business and estate planning and post-mortem administration, is seeking an entry-level/early-experience probate and trust paralegal.

Responsibilities will include:

• Work on complex probate and trust administrations, from initial petition through final distribution
• Coordinate asset valuation, document preparation, and asset allocation/distribution
• Review and prepare estate and gift tax returns
• Review and prepare of fiduciary accountings
• Organize and maintain files
• Draft petitions, orders, and other pleadings related to probate and trust administration
• Prepare deeds and related real estate documents
• Form and fund legal entities

Qualifications:

• 5+ years of experience in trust and estate matters
• Capable of learning to manage advanced trust and estate paralegal tasks with minimal supervision
• Self-motivated with the ability to act independently
• Possess critical thinking skills
• Possess excellent oral and written communication skills
• Advanced knowledge of Word, Excel, Outlook, stock valuation, tax preparation, time entry, and other programs applicable to handling trust and estate matters
• Knowledge of local court procedures
• Time management
  • Organizational skills
  • Deadline management
• Paralegal certificate from an ABA accredited school required
• Bachelor’s degree or equivalent work experience preferred

Excellent salary and benefits

Please send cover letter and resume to:  

Renisha Ladd
People Operations Manager
Ramsbacher Prokey Leonard LLP
Email: rladd@rpllawfirm.com

Administrative Assistant

About Ramsbacher Prokey Leonard LLP

Ramsbacher Prokey Leonard LLP is a respected boutique law firm with a reputation for innovative estate and wealth planning with an eye toward long-term risk management and achieving family goals. Based in downtown San Jose with an additional office in Modesto, California, we represent high net worth individuals, families, and businesses statewide—and in tax matters, nationwide—in estate, tax, and succession planning, focusing on multigenerational wealth preservation. Our firm emphasizes a team approach to devise cost-effective solutions to a variety of often-interconnected matters.

We strive to be one of the best places to work. Whether starting or growing your career, Ramsbacher Prokey Leonard LLP provides a performance-driven culture, opportunity for professional achievement in a diverse and inclusive atmosphere.

Job Overview

Ramsbacher Prokey Leonard LLP is looking for an experienced, reliable, trustworthy administrative assistant who will be responsible for managing day-to-day administrative tasks supporting attorneys and paralegals. The ideal candidate is self-motivated, professional, team-oriented, and has a demonstrated track record of prioritizing tasks in a fast-paced environment. The ideal candidate will thrive in an ever-changing environment and excels in bringing order to situations.

Success in this role is being able to remain focused on business-critical tasks, while ensuring deadlines and goals are dealt with on time.

The key responsibilities of this role include, but are not limited to:

• Maintain confidentiality and professionalism continuously
• Juggle a high volume of critical tasks and prioritize administrative duties
• Manage and coordinate calendars, meetings, and travel of attorneys/paralegals
• Anticipate obstacles and creatively/strategically provide solutions
• Approach challenges with a solutions-minded perspective
• Perform successfully in high pressure situations with strict deadlines
• Possess professional phone etiquette
• Craft, proofread, and/or edit correspondence on behalf of the firm
• Handle a variety of ad hoc requests by researching information and conducting analyses
• Partner with other members of the administration staff including but not limited to Business Operations and People Operations across the firm on various projects
• Manage, prioritize, and respond to routine email, standard mail, and other incoming requests as needed
• Maintain file and record retention

Qualifications

• 3 - 5 years of experience in a law office, preferred
• 5-7 years administrative experience; preferred
• Bachelor’s degree or equivalent experience required
• Ability to work independently and collaboratively as part of a team
• Maintain composure and calm demeanor in variety of challenging situations
• Possess high level of interpersonal skills to handle sensitive and confidential situations
• Interact and communicate with individuals at all levels of the firm
• Demonstrate high level of proficiency with MS Office
• Flexibility for overtime when needed
• Willingness and flexibility to step in and assist other administrative staff when needed
• Strong attention to detail and organizational skills
• Fast learner

How to Apply

Thank you for your interest in Ramsbacher Prokey Leonard LLP. Please submit your cover letter and resume to:

Renisha Ladd
People Operations Manager
Ramsbacher Prokey Leonard LLP
Email: rladd@rpllawfirm.com

Equal Employment Opportunity

All employment decisions, including the recruiting, hiring, placement, training availability, promotion, compensation, evaluation, disciplinary actions, and termination of employment (if necessary) are made without regard to the employee’s race, color, creed, religion, sex, pregnancy or childbirth, personal appearance, family responsibilities, sexual orientation or preference, gender identity, political affiliation, source of income, place of residence, national or ethnic origin, ancestry, age, marital status, military veteran status, unfavorable discharge from military service, physical or mental disability, or on any other basis prohibited by applicable law.