Temporary Trust & Estate Paralegal

Greenberg Traurig (GT) a global law firm with locations across the world in 15 countries has an exciting employment opportunity for you. We offer competitive compensation and an excellent benefits package along with the opportunity to work within an innovative and collaborative environment.

Join our Team as a Temporary Trust & Estate Paralegal located in our San Diego (Del Mar) office.

We are seeking a highly skilled professional who thrives in a fast-paced deadline-driven environment. The ideal candidate possesses strong problem-solving abilities ensuring efficiency and accuracy in every task. With a dedicated work ethic and a can-do attitude you will take initiative and approach challenges with confidence and resilience. Excellent communication skills are essential for collaborating effectively and delivering exceptional client service. With a client-focused mindset and an initiative-taking approach you will play a critical role in anticipating needs of the attorneys. If you are someone who demonstrates initiative adaptability and innovation we invite you to join our team.

This role will be based in our San Diego (Del Mar) office on a primarily in-office basis (4 days in office). Regular in-office presence is required for day-to-day operations as well as for team meetings training opportunities and relationship building.

Position Summary

The Probate Trusts & Estates Paralegal will assist attorneys in estate administrations as well as supporting the San Diego Offices Probate Litigation group on a variety of matters. Must perform in an organized efficient manner and be willing to support the department with general administrative duties and special projects as needed. Candidate should also be flexible to work overtime as needed .

Key Responsibilities

Files probate documents with courts throughout the State and manages dockets

Marshals and obtains values of estate assets

Assists in the preparation of federal estate and gift tax returns

Prepares and files documents to transfer assets into trusts (real estate deeds assignment of interests transfer forms)

Coordinates with financial institutions to retitle accounts and beneficiary designations

Prepares fiduciary accountings

Prepares petitions for probate trust-related documents pleadings and declarations with applicable courts and manages dockets

Tracks deadlines and filing requirements

Assists with other department activities as needed and performs additional duties and responsibilities as assigned

Handles sensitive financial and family information with strict confidentiality

Qualifications

Skills & Competencies

A team player with a positive attitude and able to maintain a consistently high standard of service

A self-starter who can work well under minimal supervision as well as take a proactive approach to his or her work and be team oriented

Excellent organizational skills attention to detail strong client service skills excellent verbal and written communication skills and the ability to work well under pressure

Ability to multi-task and set priorities while meeting deadlines in a fast-paced environment

Position also requires the ability to work under pressure to meet strict deadlines

Education & Prior Experience

Bachelors Degree and Qualified as a Paralegal as pursuant to the California Business and Professional Code 6450 required.

Preferred : NALA Certified Paralegal or Advanced Certified Paralegal; NFPA Registered Paralegal or Certified Registered Paralegal

Minimum of five or more years of experience as a probate / estate planning paralegal in a law firm

Must be able to handle all aspects of estate planning probate and trust administration including probate litigation filings in the California Superior Courts.

Technology

Computer proficiency in Windows-based software and Microsoft Office Suite applications including Word PowerPoint Excel and Outlook

Exceptional computer skills with the ability to learn new software applications quickly

The expected pay range for this position is :

$46.53 - $58.17 per hour

Actual pay will be adjusted based on experience location and other job-related factors permitted by law. Full time employees may be eligible for a discretionary bonus health insurance with an optional HSA short term disability long term disability dental insurance vision care life insurance Healthcare and Dependent Care Flexible Spending Accounts 401K vacation sick time and an employee assistance program. Additional voluntary programs include : voluntary accident insurance voluntary life voluntary disability voluntary long term care voluntary critical illness and cancer insurance and pet insurance. Commuter and Transit programs may also be available in certain markets.

GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individuals race sex or other protected characteristics and to the principles of non-discrimination on any protected basis.

Key Skills

EAM,Economics,IT Business Analysis,Information Security,Android Development

Employment Type : Full-Time

Experience : years

Vacancy : 1

Hourly Salary Salary : 46 - 58