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Title : Paralegal
Location : California - San RamonRefer to Job # GLYH793493
Paralegal Duties: Assist in drafting, revising and finalizing of estate planning and trust administration documents; Assist in drafting, revising and finalizing of conservatorship/guardianship petitions and supporting documents; Managing trust administration case matter and deadlines; Enter and assist with fiduciary accounting; Assist clients with trust funding and preparing documents to facilitate same, recordation of deeds with accompanying transfer documents; and Meet and communicate with clients and client advisors from initial client intake through the final handling of each matter/client. Qualifications: A JD Degree and intends to take the Bar exam, or a bachelor's degree with 2+ years of experience as a legal assistant in estate planning; Familiarity with the Probate Code, including notice requirements and the various petitions that may be filed thereunder; Ability to conduct legal research and analysis independently; Excellent written and verbal communication skills required; Proficiency in Microsoft Office suite; Knowledge of Probate Court process including court filings, and structure such as probate examiners, department clerks, etc. a plus; Knowledge of Wealth Counsel and ElderDocs a plus.
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