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Estate Planning Probate Paralegal Jobs in San Francisco

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Job info
Company
Recruiter, Legal Specialists.
Experience
2-3 yrs required
Location
San Francisco, CA
Posted Date
Mar 31, 18
Info Source
Recruiter
Total Views
27
Estate Planning Legal Assistant The... in need of an Estate Planning Legal Assistant in... Dealing with funding for estate planning clients and post... similar role that includes estate planning. Strong attention to... detail is needed. Exceptional organizational skills are essential.... read more
Company
In-House, UBS
Experience
3-5 yrs required
Location
San Francisco, CA
Posted Date
Aug 12, 18
Info Source
Employer
Total Views
29
candidate will independently review estate planning documents (e.g., Wills,... to create a current estate analysis, including estimated estate... and income tax calculations.... Perform research on income, estate, gift, generation-skipping transfer (GST)... strongly desired (e.g., CFP, Paralegal certificate/degree, CPA, or JD)....... read more
Company
Law Firm, Danfoura Law P.C.
Experience
1-4 yrs required
Location
San Francisco, CA
Posted Date
Jul 31, 18
Info Source
Employer
Total Views
8
Legal Assistant Paralegal Candidate assist in the... Civil Litigation for real estate, contracts, and business claims;... Estate Planning; Corporate Formation and... trusts, and other real estate and estate documents. May... perform a number of other similar or related duties which... read more
Company
Recruiter
Experience
3-5 yrs required
Location
San Francisco, CA
Posted Date
Mar 07, 18
Info Source
Recruiter
Total Views
4
Estate Planning Legal Secretary The... of Legal Secretary experience (estate planning and civil litigation... background ideal). Should have knowledge of state and Federal court filing requirements, including experience with e-filing ideal. Must have strong knowledge of calendaring (i.e. court rules,... read more
Company
Law Firm, Law Firm Staff
Experience
Location
San Francisco, CA
Posted Date
Jul 23, 18
Info Source
Recruiter
Total Views
3
corporate, e-commerce, employee benefits, estate planning, government and regulatory... draft federal and state estate or inheritance tax returns.... probate and attorneys concerning the estate and/or trust. Prepare wills,... the areas of probate estate administration and fiduciary income... CCH ProSystems fx, EstateVal, Estate Planning Tools, TaxInterest for...... read more
Company
Law Firm, Donahue Fitzgerald LLP
Experience
Min 7 yrs required
Location
Oakland, CA
Posted Date
Aug 09, 18
Info Source
Employer
Total Views
8
Paralegal – Trust and Estates... in the drafting of estate planning and trust administration... with accompanying transfer documents; Maintain client files and preparing materials for client meetings; Prepare and assemble federal estate tax returns; and Calendar... critical deadlines and meetings.... read more
Company
Recruiter
Experience
3-5 yrs required
Location
San Francisco, CA
Posted Date
Mar 31, 18
Info Source
Recruiter
Total Views
5
Estate Planning Legal Secretary The... of Legal Secretary experience (estate planning and civil litigation... background ideal). Some litigation and corporate experience preferred. Knowledge of state and Federal court filing requirements, including experience with e-filing ideal. Strong knowledge of calendaring (i.e.... read more
Company
Law Firm
Experience
Location
San Francisco, CA
Posted Date
Jun 13, 18
Info Source
Recruiter
law office correspondence and estate planning and corporate documents.... Perform arithmetic calculations when verifying calculations on forms and documents; maintain records and a legal secretary with estate planning and corporate experience... standard tasks related to estate planning, probate, and corporate...... read more
Company
Recruiter
Experience
Min 3 yrs required
Location
San Francisco, CA
Posted Date
Mar 07, 18
Info Source
Recruiter
Total Views
9
or Paralegal experience in estate planning, trust administration and/or... probate, advanced proficiency with MS... Word and a proactive work ethic. Responsibilities include to a full range of secretarial and administrative tasks including creating, revising and formatting legal documents, spreadsheets and... read more
Company
Recruiter
Experience
Location
San Francisco, CA
Posted Date
Mar 07, 18
Info Source
Recruiter
Total Views
3
Estate Planning Legal Assistant The... deal with funding for estate planning clients and post... Degree is Ideal / Paralegal Certificate is preferred. Exceptional... organizational skill is essential. Proficient in Microsoft Office Products, Outlook and document management software is essential. Excellent... read more
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