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Date Last Verified
Years of Experience
ProfileParalegal â€“ Trust and Estates Practice Group Duties: Assist in the drafting of estate planning and trust administration documents; Prepare asset lists, analyze bank and business records, identifying trust and non-trust assets, and identifying title and character of assets; Meet and communicate with clients and client advisors; Assist clients with trust funding and prepare documents to facilitate same, recordation of deeds with accompanying transfer documents; Maintain client files and preparing materials for client meetings; Prepare and assemble federal estate tax returns; and Calendar critical deadlines and meetings.
Qualification and Experience
Qualifications: A bachelorâ€™s degree and 7+ yearsâ€™ experience as a paralegal in estate planning, and will be proficient in the suite of Microsoft Office products, including the use of a calendaring program. Will meet the requirements of California Business and Professions Code Â§Â§ 6450-6456. In addition, probate court experience is required as the position will require initiating and handling probate cases, or other proceedings concerning the administration of estates/trusts, from inception to conclusion. Knowledge of Probate Court process including court filings, including for example, petitions for instructions, Probate Code Sections 850 petitions, petitions to approve accountings, and objections and replies to petitions; Familiarity with Probate Code notice requirements and ability to manage calendar notice deadlines; Managing trust and probate administration case matter and deadlines; Determining beneficiaries and persons entitled to notice; and Knowledge of court-supervised procedures to transfer property without probate (including spousal property petitions, Heggstad petitions, and affidavits regarding real property of small value).
Send a cover letter, resume, and salary requirements.
Donahue Fitzgerald LLP
1999 Harrison Street
Oakland, CA 94612
Current Employee - Reviewed on July 28, 2017
I would encourage people to not gossip so much in the office. While admittedly some of the industry gossip was interesting it could be distracting. I would also hire an extra IT person or two. It would help keep the computers running making everyone work better.Pros : I have worked on a lot of interesting cases. The work is challenging and there is some expectation of being independent. I liked that aspect and have really thrived. Even though there is an expectation of experienced attorneys being independent, junior associates are mentored well.