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Organization TypeLaw Firm
Years of Experience
Date Last Verified
ProfileEstate 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.