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Key Responsibilities Client Interaction:

Serve as a warm, professional first point of contact for clients - managing calls, emails, and appointments with empathy and discretion

Document Preparation:

Draft, edit, and proofread revocable trusts, wills, durable powers of attorney, advance health care directives, deeds, letters, and forms related to estate planning, trust administration, and probate.

File & Calendar Management:

Maintain organized client files (physical and digital) and track all deadlines, meetings, and signing appointments.

Administrative Support:

Manage client intake, correspondence, billing entries, and document execution logistics.

Case Coordination:

Assist in gathering client information, reviewing intake forms, and ensuring all required details are complete and accurate.

Confidentiality & Reliability:

Handle sensitive information with the utmost discretion and consistently follow through on assigned tasks.

Qualifications:

Education:

Paralegal certificate required, Bachelor's degree a plus.

Experience:

1-3 years of experience as a paralegal preferred, estate planning or probate experience highly valued.

Skills:

Strong attention to detail and accuracy in document preparation and data entry Excellent written and verbal communication skills Reliable, organized, and able to manage multiple priorities independently Friendly and professional demeanor, especially when working directly with clients Proficiency in Microsoft Office; familiarity with Clio software preferred

Personal Qualities:

Trustworthy and discreet with sensitive client information Dependable and proactive - able to anticipate needs and take initiative Compassionate and patient when assisting clients Flexible and adaptable in a small-office environment

Why Work Here :

Meaningful, client-centered work that makes a real difference Supportive and respectful work environment Opportunities to learn, grow, and expand your legal skills How to

Apply :

Please submit your resume and a brief cover letter detailing your relevant experience and, in particular, your experience in roles that required attention through Indeed.

Job Type:

Part-time Pay:

$30.00 - $40.00 per hour Expected hours: 30.0 per week

Education:

Associate (Preferred)

License/Certification:

Paralegal Certificate (Preferred) Ability to

Commute:

Paso Robles, CA 93446 (Required)

Work Location:

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Find & Apply For Paralegal / Legal Assistant Jobs in Paso Robles, California

Part-Time Paralegal