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Title : Trust and Estate Paralegal/Legal Assistant, Part-time

Location : California - Sacramento
Refer to Job # NXEE772374

Trust and Estate Paralegal/Legal Assistant, Part-time Duties: Assisting Attorney with drafting various Estate Planning documents, Trust. Administration documents and Probate documents. Review and interpret wills and trust agreements. Prepare correspondence to clients and other professionals as needed. Follow up with clients to obtain or gather information as needed. Maintain Estate Planning client files. Assist in client Estate Planning signing appointments as needed. Stay current with changes in estate, trust and tax laws. Qualifications: AA or BA/BS Degree. Certificate or Degree in paralegal studies or equivalent. 3 years related work experience. Notary Public highly preferred. Experience drafting Estate Planning documents, including deeds, assessor forms and other funding documents. Experience drafting Trust Administration documents, including preparation of 16061.7 Notice, preparation of EIN applications and related documents. Proficient with the Microsoft Office suite including Word, Excel and Outlook. Advanced grammatical, punctuation and proof-reading skills. Experience with Wealth Counsel and Hotdocs or similar drafting software. Ability to effectively manage various files and projects simultaneously.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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