KDK Legal focuses exclusively on Estate Planning and Estate Administration. The firm is seeking office support staff for its busy downtown Half Moon Bay office. Positions are part-time, flexible hours to start; with an opportunity for increased hours and responsibilities over time. Pay is commensurate with experience.
JOB DUTIES:
- Maintain court date and client appointment calendars
- Client contact including responding to client phone calls and emails
- Open, keep up to date and close client files
- Assist with preparation of client file documentation, e.g., conflicts waivers, attorney client fee agreements, invoices, intake forms, client check lists
- Assist with preparation of legal documentation including Estate Planning documents, Judicial Council forms, probate pleadings and letters to clients, attorneys, etc.
- Prepare deeds, PCORs and DTTs and record documents with county recorder’s office
- Prepare probate court filings, properly file documents with the court, serve process and meet probate publication and other notice requirements
- Prepare Estate Planning Binders
- Online legal research
- Assist with office projects, e.g., update and maintain form files and checklists
- Keep office supplies in stock
PREFERRED QUALIFICATIONS:
- Highly motivated
- Intellectually curious
- Professional
- Ability to communicate clearly
- Ability to learn KDK Legal office procedures and replicate them with a high level of accuracy
- Ability to admit mistakes, work to correct them and learn from them
- Ability to take the initiative when appropriate
- Ability to ask for guidance when needed
- Ability to produce final products requiring little, if any, non-substantive editing
- Ability to learn new things and new skills
- Ability to read and understand legal documents
- Ability to think strategically
- Ability to work independently
- Ability to pay close attention to detail
