Job Details


Company name

Lakin & Spears, L.L.P.

Organization Type

Law Firm

Job Type

Legal Staff

Years of Experience

Min 5 yrs required


Palo Alto, CA

Date Last Verified

Feb 20,2018

Posted on

Jan 09,2018
Practice Area
Trusts and Estates >> Trusts and Estates
  Employer Sponsored Job (Free to apply to)
17 hits


Paralegal The candidate will work for several busy trusts and estates attorneys, and will be asked to perform, among others, the following duties: Review estate planning documents and summarize material terms. Prepare trustee notifications and determine notice requirements. Prepare asset lists with date of death values, identify trust and non-trust assets and character and title of assets. Prepare trust allocations and assist in implementing transfers to sub-trusts. Prepare real estate conveyance documents (deeds, PCORs, Prop 58 claims, affidavits of death, change in real property owner forms, etc.). Prepare probate forms, petitions, inventories, orders, etc. Draft non-judicial counsel pleadings, such as Heggstad petitions, petitions for instructions, etc., and notices of proposed action. Participate in client meetings. Track progress of matters from beginning to end. Draft correspondence. Should have 5+ years of recent paralegal experience in trust and estate administration (running a matter from beginning to end). Must have excellent understanding of trust transfers and how property transfers at death. Should have excellent writing and verbal communication skills. Must have demonstrated analytical and organizational skills within a fast‑paced environment. Should have strong computer skills, especially in Excel, Outlook and Word.

Additional info

Send cover letter and resume.

Company info

Janis Tardiff
Lakin & Spears, L.L.P.
2400 Geng Road
Suite 110
Palo Alto, CA 94303

Similar Jobs:

Estate Planning Paralegal Candidate will work with all of the attorneys in the Family Wealth & Tax Planning department, and as such must be able to manage multiple projects, styles and deadlines. Must have experience with all as...
Immigration Paralegal The candidate should have paralegal certification and/or degree from accredited college or university. Knowledge with INS Zoom and 2+ years of immigration experience are preferred. Must have experience in H-...
Temporary Assistant Paralegal The candidate will be filing visa applications and working with the legal teams. BA degree is required. Should preferably work with a high degree of accuracy and speed. Must have strong writing and r...