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Location : California - Oakland
Refer to Job # KXCZ727242
Paralegal Trust and Estates Practice Group Duties: Assist in the drafting of estate planning and trust administration documents; Prepare asset lists, analyze bank and business records, identifying trust and non-trust assets, and identifying title and character of assets; Meet and communicate with clients and client advisors; Assist clients with trust funding and prepare documents to facilitate same, recordation of deeds 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.
Qualifications: A Bachelor's degree and 7+ years experience as a paralegal in estate planning, and will be proficient in the suite of Microsoft Office products, including the use of a calendaring program. Will meet the requirements of California Business and Professions Code 6450-6456. In addition, probate court experience is required as the position will require initiating and handling probate cases, or other proceedings concerning the administration of estates/trusts, from inception to conclusion. Knowledge of Probate Court process including court filings, including for example, petitions for instructions, Probate Code Sections 850 petitions, petitions to approve accountings, and objections and replies to petitions; Familiarity with Probate Code notice requirements and ability to manage calendar notice deadlines; Managing trust and probate administration case matter and deadlines; Determining beneficiaries and persons entitled to notice; and Knowledge of court-supervised procedures to transfer property without probate (including spousal property petitions, Heggstad petitions, and affidavits regarding real property of small value).
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