Robert Half Corporation Jobs

Job Information

Robert Half International Trust and Estate Paralegal in SAN MATEO, California

Description

An established and busy estate planning and trust administration practice in San Mateo has an immediate opening for an experienced Trust and Estate Administration paralegal. This is a full-time, salaried position and will be in office. The firm has no billable requirement and offers top benefits, PTO, and other perks.

Ideal candidates will have experience with all aspects of the trust and estate administration process, including the following :

  • Marshalling, organizing and analyzing asset information

  • Valuation of assets and strategize allocation to subtrusts

  • Preparation of inventories, asset allocation agreements, asset transfer documents, and Judicial Council forms

  • Researching and drafting grant deeds, trust transfer deeds, and supporting documents

  • Drafting probate pleadings, including fiduciary reports/accountings, Spousal Property petitions, Heggstad petitions, etc.

  • Assisting with Estate and Gift Tax return preparation

Qualifications

  • Ability to disseminate information from bank, brokerage and other financial statements

  • Ability to communicate effectively with clients, financial institutions, government agencies and attorneys

  • Familiarity with local court rules and procedures

  • Ability to work as part of a collaborative team and take direction from attorneys

  • Meticulous attention to detail

  • Ability to multitask, manage large caseload in a consistent and timely manner, and track and meet deadlines

  • Ability to track and report billable hours in a timely manner and meet billable hour expectations

  • Proficient with Microsoft Word, Excel, Office, Publisher

  • Experience in trust, estate or probate administration required

  • Paralegal Certification from an ABA approved program required

    Requirements

Qualifications

  • Ability to disseminate information from bank, brokerage and other financial statements

  • Ability to communicate effectively with clients, financial institutions, government agencies and attorneys

  • Familiarity with local court rules and procedures

  • Ability to work as part of a collaborative team and take direction from attorneys

  • Meticulous attention to detail

  • Ability to multitask, manage large caseload in a consistent and timely manner, and track and meet deadlines

  • Ability to track and report billable hours in a timely manner and meet billable hour expectations

  • Proficient with Microsoft Word, Excel, Office, Publisher

  • Experience in trust, estate or probate administration required

  • Paralegal Certification from an ABA approved program preferred

For more information please call April at 408-961-2980.

Robert Half Legal matches legal professionals and consultants with remote or on-site jobs on a full-time, project and temporary basis, serving both law firms and corporate legal departments. We also provide teams for complex projects, including litigation, eDiscovery, data privacy, and mergers and acquisitions.

Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was named to Forbes’ inaugural list of America’s Best Temporary Staffing Firms.

Questions? Call your local office at 1.888.490.5592. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.

© Robert Half Legal. An Equal Opportunity Employer. M/F/Disability/Veterans. Robert Half is not a law firm and does not provide legal representation. Robert Half project attorneys do not constitute a law firm among themselves. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (www.roberthalf.com/terms-of-use).

DirectEmployers