Job Details

Estate Planning Paralegal

Company name

Law Firm Staff

Organization Type

Law Firm

Job Type

Legal Staff

Location

San Jose, CA

Posted on

May 15,2018
  Employer Sponsored Job (Free to apply to)
 
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Profile

Law Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have the best law firm staff positions, but we also have the most. Estate Planning Paralegal The candidate must have experience with all aspects of the estate planning process from intake through the drafting and execution of documents, including the following: Preparation of Revocable Trusts & Irrevocable Trusts (including ILITs, IDGTs, GST, QPRTs and GRATs); Preparation of Wills, Powers of Attorney, Advance Health Care Directives, and related documents; Preparation of Deeds and related documents for the transfer of real property title and Trust funding. Should have experience with the Trust and Estate Administration process including: Trust asset allocations and sub-trust funding (such as deeds and related forms), Affidavits, and working with appraisers, etc.; Heggstad proceedings and Probate proceedings (from commencement of proceedings through final distribution). Should preferably have excellent organizational, written/verbal communication, and time management skills. Must be able to manage multiple projects, styles and deadlines. Should also have experience with the preparation of Estate (Form 706) and Gift (Form 709) Tax Returns. Proficiency in Microsoft Word and Excel is required. Bachelor s degree and paralegal certificate preferred. Must be a California Notary (or be able to become one).

Company info

Law Firm Staff

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