TRUSTS & ESTATES PARALEGAL

Min 5 yrs required

Full-time

No

We are seeking a full-time Trusts & Estates Paralegal to support our growing firm.

Responsibilities:

Assisting attorneys with the preparation of fiduciary accountings;
Assisting attorneys with the analysis and administration of trust and estate accounts, including disbursements, bill paying and bank account reconciliations, management of assets, collections, distributions and asset valuations;
Preparation of probate documents including accounting reports, asset inventories, petitions and court orders; and
Initiating and responding to correspondence and phone calls from clients, government agencies and other parties regarding trusts and estates.

Qualification and Experience Required Minimum of 5+ years’ of experience as a trusts & estates paralegal; Bachelor’s degree accompanied by a signed Declaration of Profession under Business and Professions Code Section 6450 or a paralegal certificate; Extensive knowledge of estate planning and the administration of trust and probate estates; Financial aptitude and training/experience in accounting or bookkeeping strongly preferred; Proficiency in the common collection of Microsoft Office software, especially Microsoft Excel; Familiarity with estate planning and tax preparation software highly desired; Strong organizational skills, detail-oriented, and the ability to manage several projects to completion on a deadline; and Strong interpersonal skills and the ability to interface with all levels within the firm and externally with clients and other professional advisors, as needed.

Legal