Trusts And Estates Paralegal in Walnut Creek, CA| LawFirmStaff

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Title : Trusts And Estates Paralegal

Location : California - Walnut Creek
Refer to Job # YXAL789276


Trusts And Estates Paralegal The candidate responsibilities include estate plan drafting and all facets of trust and probate administration, including meeting with clients, trustees, and family members; communicating with beneficiaries; drafting correspondence and legal documents including trusts, wills, deeds, powers of attorneys, asset spreadsheets, court accountings and probate pleadings; interacting with the courts and administrative departments; maintain attorney calendar and schedule client meetings; and organizing and maintaining client files. Should have 2+ years of solid trust & estate paralegal experience along with a paralegal certificate or equivalent education/training. Must have proficiency in Microsoft Office Suite, including Word, and Excel. Should have experience in calendaring and interaction with the Superior Court. Must have knowledge of the Probate process and rules, and use of judicial council forms. Notary preferred.
 
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