Job Details

Probate/estate Planning Paralegal

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Years of Experience

Min 5 yrs required

Location

Sacramento, CA

Date Last Verified

Jan 31,2018

Posted on

Jan 12,2018
Practice Area
Trusts and Estates >> Trusts and Estates
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Probate/Estate Planning Paralegal The candidate requires a paralegal certificate and a minimum of 5 years' experience with both probate and estate planning procedures in a law firm setting. Will be expected to: draft estate planning documents, health care directives, general transfer agreements and letters to clients explaining documentation; prepare estate planning flow charts; perform asset transfers including preparation and recording of deeds, assessor forms, assignments, stock transfers and securities account transfer documentation; post death trust administration including notifications, correspondence, pleadings for instructions, collection of assets information and valuations, and transfer of assets to sub-trusts; prepare all probate pleadings, including initial petitions and supporting documents, collection and reporting of asset information, general probate administration and drafting of petitions for preliminary and/or final distribution; prepare pleadings to institute and administer conservatorship and guardianship estates. Experience in preparation of accounts of financial activities for trust administrations, probates, conservatorships and guardianships, including allocations of principal and income a plus. Proficiency in MS Office applications is required. This position requires exceptional attention to detail and organizational skills, as well as strong written and verbal communication skills.

Additional info

Submit a cover letter and resume.

Company info

Hiring Coordinator
Downey Brand LLP.
621 Capitol Mall
18th Floor
Sacramento, CA 95814

Review:

"Not a bad place to start at, but there are some slackers"

Current Employee - Reviewed on July 28, 2017

Weed out the people slacking. Your other employers will be happier when they don

Pros : The pay was above what I expected starting out in my career. I was able to work on a variety of projects and stayed busy.
Cons : They don't see the effort one puts forth as an individual. One of the individuals on my team was a real slacker, but he got just as much recognition on the project as the rest of us who were putting in a couple extra hours.
Current or former employee? : Current Employee

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