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Organization TypeLaw Firm
Years of Experience
ProfileEstate 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.
Send resume and cover letter.
Hopkins & Carley.
435 Tasso Street
Palo Alto, CA 94301
Current Employee - Reviewed on August 18, 2017
Show up prepared knowing about the firm's history. Make sure that you are confident and relaxed so you can make a quality impression on the many people who will be doing the interview process.Pros : This firm has a charm that makes employees feel like part of the family. They are professional and keep things at the highest standards of maturity. The interview process is tough in order to maintain that only the most qualified candidates get to work at this prestigious business.