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Probate And Trust Paralegal

Full-time 34 views

Law Firm

Modesto, CA, United States

Probate And Trust Paralegal

Legal Staff

3-5 yrs required

Full-time

No

Probate and Trust Paralegal
Responsibilities: Work on complex probate and trust administrations, from initial petition through final distribution. Coordinate asset valuation, document preparation, and asset allocation/distribution. Review and prepare estate and gift tax returns. Review and prepare of fiduciary accountings. Organize and maintain files. Draft petitions, orders, and other pleadings related to probate and trust administration. Prepare deeds and related real estate documents. Form and fund legal entities.

Qualification and Experience Qualifications: Bachelor’s degree or equivalent work experience preferred. A paralegal certificate from an ABA-accredited school is required. 3-5 years of experience in trust and estate matters. Litigation experience a plus. Knowledge of local court procedures. Advanced knowledge of Word, Excel, Outlook, stock valuation, tax preparation, time entry, and other programs applicable to handling trust and estate matters. Possess critical thinking skills. Possess excellent oral and written communication skills. Capable of learning to manage advanced trust and estate paralegal tasks with minimal supervision.

Legal

Jul 09, 2024
Mar 26, 2024
Dec 03, 2022

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Law Firm

Legal Staff

3-5 yrs required

Full-time

Legal

Mar 26, 2024

Jul 09, 2024

Mar 26, 2024

Profile

Probate and Trust Paralegal
Responsibilities: Work on complex probate and trust administrations, from initial petition through final distribution. Coordinate asset valuation, document preparation, and asset allocation/distribution. Review and prepare estate and gift tax returns. Review and prepare of fiduciary accountings. Organize and maintain files. Draft petitions, orders, and other pleadings related to probate and trust administration. Prepare deeds and related real estate documents. Form and fund legal entities.



Qualification and Experience

Qualifications: Bachelor’s degree or equivalent work experience preferred. A paralegal certificate from an ABA-accredited school is required. 3-5 years of experience in trust and estate matters. Litigation experience a plus. Knowledge of local court procedures. Advanced knowledge of Word, Excel, Outlook, stock valuation, tax preparation, time entry, and other programs applicable to handling trust and estate matters. Possess critical thinking skills. Possess excellent oral and written communication skills. Capable of learning to manage advanced trust and estate paralegal tasks with minimal supervision.

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