Trusts & Estates Paralegal in Palo Alto, California
A multi-service law firm headquartered in Silicon Valley providing legal services in a broad range of areas of law, is recruiting for a full-time Trusts & Estates Paralegal. This position will be located in our San Mateo office. The primary responsibilities are, under Attorney supervision, support the firm’s Trusts and Estates Practice Group, its Tax Law Group and others in the firm on estate planning, trust administration, probate, conservatorships, corporations, and elder law probate litigation.
Job Duties and Responsibilities.
• Handles probate administration and trust post-death administration matters, including drafting court pleadings, evaluating and obtaining asset information, drafting accountings, analyzing will and trust documents
• Experience with drafting of federal estate tax return forms and schedules for attorney review and preparation is preferred but not essential
• Manages filings for trust litigation and probate matters
• Utilizes ProLaw proficiently
• Handles conservatorship administration matters, including accountings
• Maintaining contact with clients, and other professionals such as accountants and financial advisors and probate court personnel
• Supervises, directs and assists practice group’s secretarial staff with regard to court filings and service of pleadings and discovery
Education, Experience, Skills.
• Professional; self-motivated; organized; able to manage multiple tasks and cases effectively; able to see projects through to completion
• Strong command of English language
• Strong interpersonal skills
• Excellent computer skills
• Prior experience as a trusts and estates legal assistant or paralegal; familiarity with court procedures and rules; a good understanding of wills and a variety of trust documents and related tax law
• California Notary Public commission required (either already obtained, or to be obtained soon after hire)
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