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Location : California - Oakland
Refer to Job # DYXY709959
Paralegal, Estates and Trusts Practice Group The candidate will focus primarily on trust administrations, court supervised administrations, and drafting of estate plans. Will work under the direct supervision of an attorney. Assist in the drafting of estate planning and trust administration documents. Prepare asset lists, analyze bank and business records, identifying trust and non-trust assets, and identifying title and character of assets. Meet and communicate with clients and client advisors. Assist clients with trust funding and prepare documents to facilitate same, recordation of deeds with accompanying transfer documents. Recordation of deeds with accompanying transfer documents. Maintain client files and preparing materials for client meetings. Prepare and assemble federal estate tax returns. Calendar critical deadlines and meetings on calendar system.
The ideal candidate should have a bachelor s degree and 5+ years experience as a paralegal in estate planning, and be proficient in the suite of Microsoft Office products, including the use of a calendaring program. Must meet the requirements of California Business and Professions Code 6450-6456.
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