Trust Administration Paralegal

Min 1 yrs required

Full-time

No

Trust Administration Paralegal
The candidate must be experienced Trust Administration Paralegal with Family Wealth and Tax Planning department. Must have experience with all aspects of the trust administration process including the following: Preparation of post-mortem affidavits, distribution deeds, property tax forms, and related documents for the transfer of real property title; Preparation of documents related to the transfer of entity interests, including Form BOE-100; Trust asset allocations and sub-trust funding; Trust distribution; Working with appraisers; Probate proceedings (from commencement through final distribution); Heggstad petitions and proceedings. Experience with the preparation of Estate Tax Returns (Form 706), basis consistency reporting (Form 8971) and Gift Tax Returns (Form 709) is required. Proficiency in Microsoft Word and Excel is required. Bachelor’s degree and paralegal certificate, or declaration, required. Must be a California Notary (or be able to become one).

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