Job Details

Estate Planning Paralegal

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Years of Experience

Min 1 yrs required


Palo Alto, CA

Posted on

Feb 15,2018
Practice Area
Trusts and Estates >> Trusts and Estates
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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


"Hopkins and Carley is Professional Care"

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.
Cons : The tight interview process might be disappointing for people with a little more flair and personality. They might have missed some good candidates because of how strict and firm they are on making sure everyone is a top of the line player
Current or former employee? : Current Employee

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