Job Details

Legal Staff Paralegal in Sacramento, CA

This job is expired...

Company name

Downey Brand LLP.

Organization Type

Law Firm

Job Type

Legal Staff

Practice Area

Trusts and Estates

Years of Experience

Min 5 yrs required


Sacramento, CA

Date Last Verified

Jan 31,2018

Posted on

Jan 12,2018

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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