Job Details

Paralegal

Company name

Lakin & Spears, L.L.P.

Organization Type

Law Firm

Job Type

Legal Staff

Years of Experience

Min 5 yrs required

Location

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)
 
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Profile

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

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