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Title : Trust Administration Paralegal

Location : California - San Jose
Refer to Job # BNSL768847

This San Jose firm splits its business into four general practice areas: corporate, trusts and estates, commercial litigation, and real estate. Although compensation is below market, the firm genuinely seems dedicated to its attorneys’ professional growth and social development; among other things, the firm’s attorneys enjoy a very solid training program and reasonable billable hour goals. The work environment is very relaxed - the firm has an everyday business casual dress policy and the firm’s partners maintain an “open-door policy.” The firm has also been recognized for its commitment to the growth of Silicon Valley as a community and a cultural center.
Trust Administration Paralegal The candidate will possess excellent organizational, written/verbal communication, and time management skills. Will work with all of the attorneys in the Family Wealth & Tax Planning department, and as such must be able to manage multiple projects, styles and deadlines, function at a high level, and assume significant responsibility. Must have experience with all aspects of the trust administration process including the following: Preparation of post-mortem affidavits, distribution deeds, property tax forms, and related documents for the transfer of real property title; Preparation of documents related to the transfer of entity interests, including Form BOE-100; Trust asset allocations and sub-trust funding; Trust distribution; Working with appraisers; Probate proceedings (from commencement through final distribution); Heggstad petitions and proceedings.

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