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Location : California - San Francisco
Refer to Job # QCVM793112
Trust And Estates Paralegal, Senior The candidate assists attorneys in preparation of estate documents including wills, trusts, powers of attorney for health care and property management and nominations of guardians. Assists clients in funding their trusts. Utilizes working knowledge of the formation and estate-planning function of limited liability companies, charitable foundations and family limited partnerships. Utilizes knowledge of the procedures for transferring and distributing trust and probate estates, the preparation and use of disclaimers, and the funding of sub-trusts. Prepares and files federal and state estate tax returns. Handles all aspects of probate proceedings from the appointment of a personal representative to the final distribution of the estate, including valuation of estate assets and the drafting of all court forms, petitions and orders. Bachelor's Degree required. Should have 5+ years of experience as a probate/estate planning paralegal. Must have significant substantive knowledge of the procedures, terminology and documents relating to complex probate/estate planning matters; Able to competently draft documents.oAble to prepare tax returns and accountings. Outstanding organizational and time management skills. Demonstrated ability to both understand the big picture and deliver work with close attention to detail. Proficiency in the use of Microsoft Office software (Word, Outlook, Excel), and other law office software used by the Trust & Estates Paralegals. Excellent analytical skills. Excellent communication skills, both written and verbal required.
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