Career Opportunities in Central California

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(January 27, 2022) Trust Administration Legal Assistant

Boutique San Mateo law firm specializing trust administration, probate, conservatorships and estate planning is seeking to add an individual experienced in Trust Administration and Estate Planning to its team.

Responsibilities and Duties

• Support attorneys in drafting, mailing and filing documents required for trust administrations (Notifications by Trustee,
Certifications of Trust, Affidavits re Death of Trustee, Notices to Franchise Tax Board, Change in Ownership Statements Death of
Real Property Owner, etc.)
• Support attorneys through the probate process including preparation of statutory probate documents such as Petitions for Probate,
Inventories and Appraisals; Petitions for Final Distribution and the like.
• Support attorneys through the conservatorship and guardianship processes including preparation of Petitions, Inventories and
Appraisals; Accountings and the like.

• Support attorneys in drafting estate planning documents (Revocable Living Trusts, Third Party Special Needs Trust, Wills, Advance
Health Care Directives, Durable Powers of Attorney, Trust Transfer Deeds, etc.) and record documents with the County Office.
• Correspond, communicate and work directly with clients to respond to their questions, requests, etc. and set appointments.
• Support the office with special projects, as needed, and general administrative duties including, but not limited to, preparing
conference room for client meetings, maintaining the firm’s databases and answering and directing telephone calls which will involve
screening potential clients.

Skills and Competencies

• Prior experience in Trust Administration and Estate Planning is a must. Paralegal or similar certification is preferred. Must be
dependable and a self-starter who can work well under minimal supervision, is proactive and team oriented.
• The ideal applicant will have exemplary organizational skills, attention to detail, excellent verbal and written communication
skills and the ability to multi-task and set priorities while meeting deadlines in a fast-paced environment.
• We are looking for someone who is good at connecting with others and is able to easily converse with clients and make them feel
welcome, both in person and on the telephone.

Required Qualifications

• At least 2 years of experience in drafting trust administration and estate planning documents. Experience in probate,
conservatorships and/or special needs planning is a bonus, but can be learned.
• Bachelor’s Degree preferred
• Paralegal certification or equivalent is preferred
• Notary Public a plus

This is a full-time position. Please submit desired salary, resume and cover letter to Morgan Greenhalgh at mgreenhalgh@mcdlawyers.net. Cover letter should describe your experience and why you would make a good fit for our firm.

We are committed to creating a diverse environment and proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

(January 27, 2022) Estate Planning Legal Assistant

Boutique law firm specializing in estate planning, an individual to support attorneys and paralegals working with clients to develop estate plans. This is an entry level position which offers qualified candidates the opportunity to gain experience and knowledge in the estate planning field. This is an ideal position for individuals interested in the law and exploring advancement to paralegal or attorney positions.

Responsibilities and Duties

• Support attorneys in client meetings, taking notes and confirming the outline of a client’s
estate plan.
• Serve as a conduit between the attorney and paralegal, transmitting the terms of a given estate plan to the paralegal and, as needed
preparing initial data needed to create estate planning documents
• As needed, correspond, communicate with clients to respond to their questions, requests, etc. and set appointments.
• Support the office with special projects, as needed, and general administrative duties including, but not limited to, preparing
conference room for client meetings, maintaining the firm’s databases and answering and directing telephone calls which may involve
screening potential clients.
• Miscellaneous duties will include copying and scanning documents on as needed basis, email communications with clients, paralegals
and attorneys and seeing to the various details necessary in designing and assembling comprehensive estate plans for clients.

Skills and Competencies

• Our Estate Planning Legal Assistant must be dependable and a self-starter who can work well with minimal supervision and be a team
player comfortable working with attorneys and clients.
• The ideal applicant will have exemplary organizational skills, attention to detail, excellent verbal and written communication
skills and the ability to multi-task and set priorities while meeting deadlines in a fast-paced environment.
• We are looking for someone who is good at connecting with others and is able to easily converse with clients and make them feel
welcome, both in person and on the telephone.
• The individual will be a good note taker and will be able to convert the notes into a set of instructions which will be used to
create the estate plan

Required Qualifications

• Experience in trust administration, probate, conservatorships and/or special needs planning is a bonus, but can be learned.
• At least a high school diploma. Bachelor’s Degree a plus.

This is a part-time position to start; 9:00 a.m. to 5:00 p.m. Tuesday, Wednesdays and Thursdays. The candidate will need to report to the office most of the time. There will be opportunity for some remote work once the candidate has completed training. Please submit resume and cover letter to mgreenhalgh@mcdlawyers.net.

We are committed to creating a diverse environment and proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

(January 27, 2022) Estate Planning and Trust Administration Associate

An established and expanding San Mateo law firm specializing in all aspects of Trusts, Estates, Probate, Trust Administration, and Litigation is looking for an associate attorney. The ideal candidate will interest in Trusts, Estates and Conservatorships and preferably Probate type litigation. As a midsized firm, the position will offer cross-over experience in all areas of trusts, probate, trust administration and conservatorships. The candidate should be someone that is interested in growing with the firm and is motivated, hard-working and has an excellent work ethic, but still enjoys a balanced life.

Founded in 1953, McDowall Cotter is a San Mateo based law firm that provides a common- sense approach to legal services in the practice areas of civil litigation, as well as business and wealth preservation. The setting is a professional office in San Mateo where highways 92 and El Camino Real meet. We value company culture and have many firm activities including weekly firm lunches together to make the work environment professional, yet comfortable.

Ideal Candidate:

• Charismatic, trustworthy, team player and pro-active

• Mature, responsible and someone who values personal growth

• Able to take the big picture view and contribute to positive situation outcomes

• High attention to detail, common sense approach and needs little supervision

• Someone that will go the extra mile, a self-starter

• Able to handle high pressure situations

• Willingness to work outside typical hours as necessary

Essential Functions:

• Working with clients to design and implement estate plans ranging from simple to complex instruments

• Working with clients and advisors to commence and complete trust administrations and probates

• Working with clients to create family business entities and assist clients with the ongoing operation of the family business
entities.

• Preference for a candidate willing to undertake conservatorships experience and probate and trust litigation

Qualifications:

• Must be a member of California Bar

• Experience in estate planning, trust administration, probate and conservatorship a plus, but not required.

Skill/Aptitudes:

• Excellent writing and communication skills

• Proficient computing skills, especially in the use of MS Office software (Word, Excel, PowerPoint, Outlook)

• Proficient in using TimeMatters, Clio or other Case Management Software

• Proficient in using Acrobat

• Proficient in using Timeslips billing software or similar time keeping programs a plus.

• Proficient in using HotDocs base programs (for both Judicial Council Forms and estate planning document creation)

Compensation:

• Based on experience and other factors to be discussed

This is a full-time position. Please submit resume and cover letter to Morgan Greenhalgh at mgreenhalgh@mcdlawyers.net. Cover letter should describe your experience and why you would make a good fit for our firm.

We are committed to creating a diverse environment and proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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(January 25, 2022) Litigation Legal Assistant (San Jose, CA)

About the Firm

We are an established team of award-winning attorneys and experienced staff members based in San Jose, CA. We pride ourselves on our collegial and supportive work atmosphere wherein everyone is encouraged to work, grow and develop as members of the team. That support and comradery is a foundational component of the firm.
Our primary focus is the defense of school districts, cities, and other public entities in litigation matters venued in state and federal courts throughout Northern and Central California in a wide variety of civil cases from employment and civil rights matters to personal injury and special education-related claims.

About the Position

The position is for a full-time litigation assistant for busy litigation practice, which consists of administrative and secretarial duties that help support and elevate the team’s operations. Must be familiar with court system, federal and state court filings, and other litigation-related responsibilities.
Regular duties typically include, but are not limited to the following:

• Document production (typing, editing, revising, printing, scanning)
• Managing attorney calendars and scheduling, including the maintenance of deadlines, court dates, and deposition scheduling
• Filing motions/pleadings in California State and Federal Courts (requiring knowledge of e-filing and e-service)

About the Candidate

We are looking for a full-time legal assistant team member with a strong interest in litigation and an ability to contribute to the positive work environment that the firm cultivates.
To that end, the ideal candidate would possess the following characteristics and qualifications:

• 2+ years’ experience in California state and federal court litigation preferred.
• Preferred experience with the following software/processes: PracticeMaster, Microsoft Office (Word, Outlook, PowerPoint), Legal Solutions, Worldox, Tabs, PACER
• Excellent organizational skills and attention to detail
• Experience or familiarity with civil discovery, preparing and issuing subpoenas, finalizing pleadings (e.g., preparing tables of contents, tables of authorities, document formatting, etc.), filing pleadings in state and federal court
• Legally eligible to work in the United States
• Prior work experience as a legal assistant in a law firm, in-house legal department, or similar operational role is preferred

Compensation

Specific compensation is based on the candidate’s level of experience. However, anticipated starting base salary ranges from $70,000-$80,000.
The firm offers a competitive benefits package, discretionary profit-sharing program, and 401k retirement plans.

We are a tight-knit group that operates together as a unit. Employee support is of paramount importance to us, and every employee encouraged to grow and develop professionally within the team.
Contact information: dmyers@dby-law.comadavis@dby-law.com

(January 13, 2022) Litigation Associate

Please see PDF for Job Description.

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