Job Details

Estate Planning Paralegal

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Years of Experience

Min 1 yrs required

Location

Palo Alto, CA

Date Last Verified

Oct 05,2017

Posted on

Feb 25,2017
Practice Area
Trusts and Estates >> Trusts and Estates
  Employer Sponsored Job (Free to apply to)
 
37 hits

Profile

Estate Planning Paralegal Candidate will handle all aspects of the estate planning process from intake through the drafting and execution of documents, including the following: Preparation of Revocable Trusts and Irrevocable Trusts (including ILITs, IDGTs, GST, QPRTs and GRATs); Preparation of Wills, Powers of Attorney, Advance Health Care Directives, and related documents; Preparation of Deeds and related documents for the transfer of real property title; Trust funding. Work with all of the attorneys in the Family Wealth and Tax Planning department, and as such must be able to manage multiple projects, styles and deadlines. Will work directly with clients and senior attorneys.

Qualification and Experience

Qualifications: Bachelor’s degree and paralegal certificate preferred. Must be a California Notary (or be able to become one). Experience with the Trust and Estate Administration process including: Trust asset allocations and sub-trust funding (such as deeds and related forms), Affidavits, and working with appraisers, etc. Heggstad proceedings. Probate proceedings (from commencement of proceedings through final distribution). Should also have experience with the preparation of Estate (Form 706) and Gift (Form 709) Tax Returns. The ability to function at a high level, assuming significant responsibilities is also required. Proficiency in Microsoft Word and Excel is required. Must be highly motivated, a self-starter, detail oriented, a team player and project a positive attitude. Excellent organizational, written/verbal communication, and time management skills.

Company info

Apply Now

Similar Jobs:

Law Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal indust...
Law Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal indust...
Office Administrator The candidate will be responsible for providing the day-to-day management of and long-term strategic planning for all of the administrative functions for the SV office, including Human Resources, Operations a...