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Estate Planning Probate Paralegal Jobs in San Francisco

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Job info
Company
Law Firm, Johnston, Kinney & Zulaica LLP
Experience
Min 2 yrs required
Location
San Francisco, CA
Posted Date
Jan 12, 19
Info Source
Employer
Total Views
8
Estate Planning Paralegal The candidate... will be responsible for paralegal and administrative tasks including... a day-to-day basis, the paralegal works primarily under the... 2+ years of recent estate planning document production experience.... Must have Paralegal Certificate or equivalent. Must... be... read more
Company
In-House, UBS
Experience
3-5 yrs required
Location
San Francisco, CA
Posted Date
Jan 20, 19
Info Source
Employer
Total Views
2
Strategist Duties: 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)... an internal resource on estate planning, tax planning, and... estate... read more
Company
Academic
Experience
Min 3 yrs required
Location
San Francisco, CA
Posted Date
Jan 21, 19
Info Source
Employer
Total Views
3
Gift Planning Analyst/Legal Assistant Duties: Preparing... our Salesforce donor database and oversee the onboarding of team members when new features are added. Assist with preparation of legal estate and trust documents. Drafting... endowment and pledge agreements. Planning occasional donor events.... read more
Company
Law Firm
Experience
Location
San Francisco, CA
Posted Date
Dec 24, 18
Info Source
Recruiter
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
Recruiter, Alchemy Legal
Experience
Min 3 yrs required
Location
Burlingame, CA
Posted Date
Dec 12, 18
Info Source
Recruiter
Total Views
6
area of trust and estate administration. Responsibilities include all... probate probate pleadings; preparing federal estate tax returns and gift... years solid trust and estate paralegal experience, along with... have experience with sophisticated Estate Planning and high net... worth clients. Experience with Estate Tax returns (706) highly...... read more
Company
Law Firm
Experience
3-5 yrs required
Location
Oakland, CA
Posted Date
Jan 16, 19
Info Source
Employer
Total Views
2
in a small law firm, preferably in estate planning. Must be proficient... in Microsoft Office, document assembly programs (data entry), and court procedures. Excellent written and verbal communication skills essential. Trust and Estate Planning and estate administration... experience is ideal.... read more
Company
Law Firm, Law Firm Staff
Experience
Location
Oakland, CA
Posted Date
Oct 26, 18
Info Source
Recruiter
Total Views
10
in the drafting of estate planning and trust administration... Prepare and assemble federal estate tax returns; and Calendar... as a paralegal in estate planning, and will be... calendaring program. Knowledge of Probate Court process including court... example, petitions for instructions, Probate Code Sections 850 petitions,... Probate... read more
Company
Law Firm
Experience
Min 3 yrs required
Location
San Rafael, CA
Posted Date
Dec 28, 18
Info Source
Employer
Assistant/Legal Secretary The candidate will be taking incoming calls from prospective clients. Will b setting up files. Drafting estate planning documents. Correspondence and... emails. Maintain and assist with electronic filing in-office. have strong communication skills. Estate planning/probate law firm experience...... read more
Company
Law Firm, Donahue Fitzgerald LLP
Experience
Min 7 yrs required
Location
Oakland, CA
Posted Date
Jan 21, 19
Info Source
Employer
Total Views
23
Estates and Trusts Paralegal Duties: Assist in the... drafting of estate planning and trust administration... accompanying transfer documents; Maintain client files and prepare materials for client meetings; Prepare and assemble federal estate tax returns; and Calendar... critical deadlines and meetings.... read more
Company
Law Firm
Experience
3-5 yrs required
Location
Oakland, CA
Posted Date
Jan 16, 19
Info Source
Employer
Total Views
2
Paralegal The candidate provides administrative... law firm, preferably in estate planning. Must be proficient... Office, document assembly programs (data entry), and court procedures. Excellent written and verbal communication skills essential. Trust and Estate Planning and estate administration... experience is ideal.... read more
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