Law Firm
San Jose, CA
Legal Staff Paralegal in San Jose, CA
Legal Staff
No
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Probate and Trust Paralegal The candidate will 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. Bachelor s degree or equivalent work experience is preferred. Should have 5+ years of experience in trust and estate matters. Paralegal certificate from an ABA accredited school is required.
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Feb 08, 2022
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