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Location : California - Sacramento
Refer to Job # BDGR712477
Probate/Estate Planning Paralegal The candidate requires a paralegal certificate and a minimum of 5 years' experience with both probate and estate planning procedures in a law firm setting. Will be expected to: draft estate planning documents, health care directives, general transfer agreements and letters to clients explaining documentation; prepare estate planning flow charts; perform asset transfers including preparation and recording of deeds, assessor forms, assignments, stock transfers and securities account transfer documentation; post death trust administration including notifications, correspondence, pleadings for instructions, collection of assets information and valuations, and transfer of assets to sub-trusts; prepare all probate pleadings, including initial petitions and supporting documents, collection and reporting of asset information, general probate administration and drafting of petitions for preliminary and/or final distribution; prepare pleadings to institute and administer conservatorship and guardianship estates. Experience in preparation of accounts of financial activities for trust administrations, probates, conservatorships and guardianships, including allocations of principal and income a plus. Proficiency in MS Office applications is required. This position requires exceptional attention to detail and organizational skills, as well as strong written and verbal communication skills.
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