Law Firm
Campbell, CA
Legal Staff Paralegal in Campbell, CA
Legal Staff
No
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Paralegal The candidate will do preparation of Revocable Trusts & Irrevocable Trusts. Will do 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. Meeting with clients to understand their wishes and review plans with attorneys. Meeting with client to execute estate plans. Trust asset allocations and sub-trust funding (such as deeds and related forms), Affidavits, and working with appraisers, etcetera. Heggstad proceedings. Probate proceedings (from commencement of proceeding through final distribution).
The candidate should have 3 years of experience in estate planning, trust administration and probate. Should preferably have excellent organizational skills, written/verbal communication skills and time management skills. Proficiency in Microsoft Word and Excel is required. Knowledge of Wealth Docx drafting system is preferred. Must be a California Notary (or be able to become one).
May 07, 2020
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