Trust & Estate Legal Secretary/ Paralegal at Adams & Martin Group in Menlo Park, California

Job Description:

Trust & Estate Legal Secretary/Paralegal - Hybrid Opportunity in South Bay, San Francisco Peninsula




Location: South Bay, San Francisco Peninsula (Hybrid: 3 days in-office, 2 days remote)
Compensation: $78,000 - $101,000 (DOE)
Benefits: Comprehensive health benefits, 401k match, and more!



Are you a Trust & Estate Legal Secretary or Paralegal with at least 2 years of experience in Estate Planning? A well-established law firm in the South Bay, San Francisco Peninsula, is looking for a highly motivated and skilled professional to join their Estate Planning and Trust & Estate practice. This role offers a hybrid work model-3 days in-office and 2 days remote-along with competitive salary, benefits, and a collaborative office culture with low turnover.



Why This Role is Great:

• 
  Hybrid Schedule: Flexibility with 3 days in-office and 2 days working remotely.


• 
  Work-Life Balance: Join a firm that fosters a healthy work-life balance, with a supportive team and low turnover.


• 
  Competitive Salary: Offering $78,000 to $101,000 per year (DOE) + benefits.


• 
  Excellent Benefits: Great health benefits, 401k match, and more to ensure your well-being.

Key Responsibilities:

• Provide expert legal support in Estate Planning and Trust & Estate matters.


• Draft and prepare estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.


• Manage probate filings and trust administration processes, ensuring compliance with court rules.


• Maintain case files, client correspondence, and documents, ensuring accuracy and organization.


• Liaise with clients, beneficiaries, and third parties to gather essential documentation and information for estate planning and administration.


• Assist attorneys with meeting prep, document drafting, and follow-up on client action items.


• Deliver exceptional service to clients with strong communication and attention to detail.

Required Qualifications:

• 
  At least 2 years of recent experience in an Estate Planning or Trust & Estate practice.


• Proficiency in managing probate, trust administration, and estate planning documents.


• Strong organizational and multitasking skills, with a keen eye for detail.


• Ability to work with legal document management systems and Microsoft Office Suite.


• Excellent client service and communication skills.


• Proactive, self-starter with the ability to work independently and in a team setting.

What We Offer:

• 
  Culture: Join a firm with low turnover and a positive, team-oriented atmosphere.


• 
  Career Growth: Be part of a firm committed to your professional development.


• 
  Stability: Long-term career opportunities in a reputable firm with a great work-life balance.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions. Apply Now