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Title : Probate And Trust Paralegal

Location : California - San Jose
Refer to Job # LSCM817989

Probate and Trust Paralegal The candidate will work on complex probate and trust administrations, from initial petition through final distribution. Coordinate asset valuation, document preparation, and asset allocation/distribution. Review and prepare estate and gift tax returns. Review and prepare fiduciary accountings. Organize and maintain files. Draft petitions, orders, and other pleadings related to probate and trust administration. Prepare deeds and related real estate documents. Form and fund legal entities. Should preferably have a Bachelor's degree or equivalent work experience. Should have 1-3 years of experience in trust and estate matters. Must have a paralegal certificate from an ABA-accredited school. Be capable of learning to manage advanced trust and estate paralegal tasks with minimal supervision. Be self-motivated with the ability to act independently. Possess critical thinking skills. Must possess excellent oral and written communication skills. Must have advanced knowledge of Word, Excel, Outlook, stock valuation, tax preparation, time entry, and other programs applicable to handling trust and estate matters. Must have knowledge of local court procedures. Time management skills are required. Organizational skills are essential. Deadline management is needed.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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