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Title : Trusts & Estates Paralegal

Location : California - Pleasanton
Refer to Job # LETZ821993

Trusts & Estates Paralegal The candidate handles probate administration and trust post-death administration matters, including drafting court pleadings, evaluating and obtaining asset information, drafting accountings, analyzing will and trust documents and maintaining extensive contact with personal representatives, trustees, creditors and other professionals such as accountants and financial advisors. Drafts federal estate tax return forms and schedules for attorney review and preparation. Drafts some trust litigation pleadings, including accountings, and manages filings for most trust litigation matters. Utilizes ProLaw proficiently. Handles conservatorship administration matters, including accountings. Has extensive telephone and in-person contact with clients and probate court personnel. Supervises and directs some of the practice group's secretarial staff with regard to court filings and service of pleadings. Cross-trains other paralegals. Supervises and directs the cross-trained paralegals related work. Contributes to the efforts of digitizing client records by scanning hard-copy files and documents. Compliance with California Business & Professionals Code section 6450 required. Prior experience as a trusts and estates legal assistant or paralegal; familiarity with court procedures and rules; a good understanding of wills and a variety of trust documents and related tax law required. Strong command of English language required. Strong interpersonal skills required. Excellent computer skills required. California Notary Public commission required (either already obtained, or to be obtained soon after hire).

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