News

e-Legal Services, Inc. is hiring!!

⚖️ Position: e-Filing Administrator

⚖️ Hours: Full-time, Mon-Fri 8:30am-5:00pm

⚖️ Job Duties:
– Receive and review emailed documents from clients to be e-filed at Courts throughout the State
Submit filings via e-Filing portals for various Courts (if Courts are not on e-Filing system, coordinate with local couriers to deliver physical filings)
– Follow up on orders to ensure timely completion and relay status to clients
Invoice completed orders and track related expenses
– Request copies of court files for research assignments

⚖️ Qualifications:
– Applicant should have general knowledge of legal forms/documents – Proficient using various computer applications including Adobe and Outlook.
(Company provides training on all aspects of job)

⚖️ Compensation:
– Starting at $23/hour
– Health Insurance (Company pays 100% of premiums for Silver Tier)
– 401k with 4% Company Match
– Sick, Vacation and Holiday Pay

Please email your resume to Steve@elegalservicesinc.com

Website: https://elegalservicesinc.com/

DANIELLE E. PLEVEL
A PROFESSIONAL LAW CORPORATION
1320 Osos Street
San Luis Obispo, CA 93401
Tel.: (805) 781-0330 / Fax.: (805) 781-0331
DaniellePlevel@gmail.com

Family Law Paralegal Wanted (San Luis Obispo – Downtown)
– Danielle E. Plevel, A Professional Law Corporation is seeking an experienced paralegal. This is a 3/4 time position with flexible hours, competitive pay, health insurance, reimbursement, paid time off, and parking at our downtown office. We believe in a good work-life balance and having a positive work environment.
– The candidate must have: a paralegal certificate and ideally would have experience in family law and/or juvenile law. Experience in using Word Perfect, Essential Forms, Excel and Odyssey E-file is preferred. The candidate must have strong organizational, communication, and grammatical skills. We are seeking an individual that is self-motivating and able to work independently.
– Job responsibilities include: answering telephones and emails, assisting clients in a professional manner, organizing client files, drafting pleadings and correspondence, preparing financial disclosures, assisting with discovery, maintaining calendar and meeting deadlines, preparing exhibits, filing pleadings.
Please email a resume and references to DaniellePlevel@gmail.com.

Full-Time Trust Administration Paralegal

Job Description:

Stephen K. Hall & Associates, a well-established law firm specializing in estate planning, probate, trust administration and elder law, is seeking a full time (37.5 hours per week) Paralegal. Experience in estate planning/trust administration required.

Job Responsibilities:

Duties and responsibilities include file set-up, collecting asset information, marshaling those assets for re-titling, drafting affidavits, deeds and assessor documents, notarizing documents with clients, working with clients, beneficiaries, advisors, CPAs and other professionals to complete trust administration for upwards of fifteen or more matters at one time, answering phones, greeting and assisting in-office clients and various office support assignments both in and out of the office (personal vehicle is necessary).

Ideal Candidate’s Talents:

Pro-active thinker, strong ability to work independently, self-directed, exemplary customer service and communication skills, professionalism, flexibility, attention to detail, organized, strong multi-tasking and time management skills, excellent typing skills and computer literacy. Experience using Word Perfect, Time Matters and Time Slips is a bonus! Current Notary Public certificate preferred, but not required, however, candidate will be required to obtain Notary Public certificate.

Why our Firm may be for you:

Competitive salary, stable firm with long-term track record of success, excellent work-life balance, paid holidays and vacation, health, vision and dental insurance after 90 days.

Please forward cover letter, resume and references to: kelly@skhassociates.com with subject line: “SLO TA.” Please do not telephone nor deliver documents directly to the law office.

Quinn Fiduciary Services

We are a Fiduciary services organization with an upscale office and a dynamic team located in the lower Riviera of Santa Barbara. We are currently looking for a Fiduciary Assistant to join our team. The Fiduciary Assistant will assist three fiduciaries with all of the daily responsibilities of managing clients’ accounts including acting as a trustee/conservator for clients and their estates.  This role will require the individual to use discretionary judgment and act on behalf of the client with regards to healthcare and financial management decisions. This is a client-facing role and will require the individual to have both a legal background and experience with accounting and cash management as well as a professional demeanor and the ability to communicate effectively with a diverse group of individuals. This is a great opportunity for the right individual with room for advancement and professional career growth.

Responsibilities include, but are not limited to:

Legal Case Management:

You will be required to manage legal case files including but not limited to managing and maintaining legal documents and calendaring and tracking event to ensure that appointments are kept and deadlines are met. Prepare filings, pleadings and other relevant documents required for legal purposes. Create correspondence accurately communicating and updating clients, trust officers, internal staff and all other relevant parties as to the status of the case and all material information pertaining to it. 

Financial Management:

You will work with the daily money manager and be expected to use Quickbooks Accounting Software. You must also be proficient in Excel.  You will work with the daily money manager to receive payments on behalf of clients and /or their estates and manage cash flow for individual accounts. You will prepare reports depicting financial status of the accounts to be used internally as well as presented to clients and various stakeholders.

Qualifications:

We are looking for a tech savvy individual who is highly organized and able to handle multiple priorities while adhering to strict deadlines. Someone who has experience as a paralegal or a legal assistant in estate planning and trust administration or other relevant job experience (1-3 Years) or accounting background would be an ideal candidate for this position. Excellent verbal and written communication skills are required. The ability to exercise sound independent judgment and discretion is also imperative.  We are looking for someone who has a professional appearance and demeanor and is able to give presentations to groups of individuals and stakeholders. This person MUST BE BONDABLE.  An Associates Degree is required. A Bachelors Degree is preferred. If you have these qualifications and have the desired experience, are detail oriented and a great communicator with a professional demeanor, consider joining our Team! We offer a competitive salary and benefits package. Please submit a resume and cover letter in order to be considered for this position.

Contact: Jackie Quinn, PhD, CLPF

(805) 845-5664

Jackie Quinn jquinn@quinnfidservices.com

After many requests for a course on this topic, we have found an amazing instructor who has a great deal of experience in Environmental Law!

Please see below the Course Description and Learner Outcomes. Should you have any questions, please email michelle.eggli@professional.ucsb.edu

Classes will be held via Zoom on Thursdays from 6-9 pm, beginning on April 6th 

**For a $50 discount…enter code PAR2023**

Enrollment Link: https://enroll.professional.ucsb.edu/search/publicCourseSearchDetails.do?method=load&courseId=36101401

Environmental Law Course Description:
Acquire a basic knowledge of environmental law. This course provides an overview of federal, state and local environmental law. Topics include:

• Sources of relevant legal authority and how to conduct effective and efficient legal research

• The role of the Constitution, the Executive, administrative agencies, and the courts in environmental law

• Federal, state and local environmental statutes and the agencies that enforce them

• Administrative Agency rule-making, investigations, enforcement and adjudication procedures

• Environmental litigation

• Land use planning and environmental sustainability

• International environmental law

Learner Outcomes

Upon successful completion of the course, students will be able to:

• Compose a search query for online legal research

• Explain the function of administrative agencies

• Identify the federal agencies and the federal laws that include environmental protection requirements

• Identify relevant federal, state and local administrative agencies with  jurisdiction to implement and enforce the environmental laws

• Provide support during environmental litigation

• Apply due diligence in preparing and reviewing transactional documents

• Identify steps to take to limit client liability in environmental transactions 

If you would like to be on the 2023 Board of Directors, you are in luck! The position of Program Director is still available. If you are interested, please reach out to info@ccpaslo.org and be a part of a great team!