Senior Trust and Estates Paralegal

Johnston, Kinney & Zulaica LLP (“JKZ”) is a boutique San Francisco financial district law firm whose mission is to provide thoughtful and practical solutions to support and protect our clients through life’s challenges. We are a women and minority-owned law firm. Our practice areas are estate planning, trust administration, probate and family law. We also specialize in international estate planning, tax, probate and trust administration for high wealth clients, including a significant portfolio of multinational clients in the UK, Mexico, and Central and South America. JKZ attorneys have made significant contributions to the development of LGBT estate planning and family law. We work every day to cultivate trusted relationships with our clients, our employees and our community.

Role Responsibilities

JKZ is currently looking for a full-time, non-exempt Senior Trust and Estate Paralegal to support an extremely busy partner. The successful candidate must have 5+ years of recent Trust and Estates experience as well as experience with estate planning and probate litigation, generally complex in a variety of ways: assets, values, multiple jurisdictions, taxable estates. Tax background and understanding is preferable, with knowledge and preparation of Form 706 and Form 709. The Senior Trust and Estates Paralegal is expected to prepare legal documents, filings, and/or general correspondence with accuracy and adhere to the JKZ formatting guidelines. This position requires that the Senior Trust and Estates Paralegal be extremely detail-oriented, organized, critical about accuracy, spelling and grammar and possess the ability to prioritize and follow up. This is a very fast paced environment, and the successful candidate must be able to multitask and manage a voluminous caseload.

Qualifications

  • At least 5 years’ experience working as a Trust and Estate Paralegal
  • Proficient in the MS Office Suite with an emphasis on Word, Excel and Outlook
  • Solid command of English including excellent spelling, grammar, punctuation, form and style
  • Organized and detail oriented
  • Be able to communicate clearly and work well with a team and on your own

Benefits of working at JKZ LLP

In addition to a competitive compensation and bonus programs, JKZ also offers medical, dental and vision insurance, disability and life insurance, 401k and Profit-Sharing Plan, FSA for Healthcare and Dependent Care, PTO, VTO, Paid Parental Leave, 10 paid holidays and an amazing collaborative culture. We also offer paid State Bar and BASF dues for paralegals, as well as paid Continuing Legal Education study.

JKZ LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.