Job Details

Legal Staff Paralegal in Palo Alto, CA

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Company name

Hopkins & Carley.

Organization Type

Law Firm

Job Type

Legal Staff

Practice Area

Trusts and Estates

Years of Experience

Min 1 yrs required


Palo Alto, CA

Posted on

Feb 15,2018

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Estate Planning Paralegal Candidate will work with all of the attorneys in the Family Wealth & Tax Planning department, and as such must be able to manage multiple projects, styles and deadlines. 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; Trust funding.

Qualification and Experience

Qualifications: Bachelor’s degree and paralegal certificate preferred. Must be a California Notary (or be able to become one). 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. Probate proceedings (from commencement of proceedings through final distribution). Should also have experience with the preparation of Estate (Form 706) and Gift (Form 709) Tax Returns. The ability to function at a high level, assuming significant responsibilities is also required. Candidate will work directly with clients and senior attorneys. Proficiency in Microsoft Word and Excel is required. Must be highly motivated, a self-starter, detail oriented, a team player and project a positive attitude. Ideal candidates will possess excellent organizational, written/verbal communication, and time management skills.

Additional info

Send resume and cover letter.

Company info

Hiring Coordinator
Hopkins & Carley.
435 Tasso Street
Palo Alto, CA 94301