Estate Planning Paralegal

About the Company: Hall Law Firm, P.C. is a boutique Estate Planning law firm in San Francisco specializing in Special Needs and Settlement Planning. With a stellar reputation and a commitment to excellence, we offer a supportive and inclusive working environment where every team member is valued and has the opportunity for personal and professional growth. At our firm, we prioritize work/life balance and provide ample opportunities for ongoing training and development.

Job Description: We are seeking an experienced Hybrid Paralegal who is passionate about making a difference in people’s lives and enjoys working with families and their loved ones. The ideal candidate will have experience in general Trust Administration, Estate Planning, Conservatorships, and Court Supervised matters. This role combines traditional paralegal duties with administrative tasks, providing a diverse and engaging work experience. As part of our team, you will have the opportunity to work with a supportive group of professionals, contribute to meaningful work, and enjoy a fulfilling career.

Responsibilities:

• Assist attorneys with case planning, development, and management.
• Conduct legal research and draft legal documents.
• Interview clients and gather facts and information.
• Collect, compile, and analyze technical information to make independent recommendations to supervising attorneys.
• Manage and organize case files and documentation.
• Provide administrative support, when needed including, coordinating meetings, and maintaining records.
• Ensure compliance with local, state, and federal regulations.
• Maintain client confidentiality and uphold ethical standards.

Requirements

• Ideally, 3+ years of experience in estate planning and probate.
• Experience with Court and Non-Court Supervised Trust Administration, and Conservatorships preferred.
• Strong drafting skills with excellent attention to detail.
• Exceptional work ethic and a drive to excel.
• Experience with and excellent attention to billable hours.
• Positive attitude, empathy, and strong interpersonal skills.
• Ability to work well independently and as part of a team.
• Compassionate and patient demeanor.

Benefits

• Generous salary commensurate with experience. Please consider this as an invitation for serious discussion as we want to meet you where you are in your legal journey.
• 3 weeks PTO
• 100% paid Medical Insurance for employees, with options to add family coverage.
• Dental and Vision Insurance.
• Commuter benefits.
• Hybrid opportunity to work from home 2-3 days per week, with 2-3 days in the SF office (laptop computer supplied).
• Paid CLE.
• Excellent working environment with top-notch software and systems.
• Opportunities for ongoing training and mentoring.

Application Process: If you are excited about the opportunity to join our team and meet the qualifications outlined above, please submit a detailed resume along with a cover letter explaining why you are seeking a new position and why you are the best fit for our firm. We appreciate your interest in joining our team, and only candidates who meet our requirements will be contacted for the next steps. Please NO agency inquiries.

Thank you for considering Hall Law Firm, P.C. for your next career move. We look forward to reviewing your application!