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Title : Estate Planning And Trust Administration Paralegal

Location : California - Irvine
Refer to Job # BDJO743701

Estate Planning and Trust Administration Paralegal The candidate assist with drafting Revocable Trusts, Irrevocable Trusts and ancillary Estate Planning Documents; Assist attorneys in all stages of estate planning, probate and trust administration (i.e. asset collection, appraisals, estate planning documentation, asset allocation agreements, preparation of documents related to the transfer of entity interests; Ensure proper setup and maintenance of client files utilizing the firms processes as well as creating physical file folders and labels (copying, scanning, and profiling all original documents and emails); Perform routine trust accounting; Obtain tax identification number for trust; and Obtain the Will and draft necessary documents to file will with probate court; Obtain taxpayer I.D. number for estates from the IRS; Draft distribution schedule and, as appropriate, coordinate and/or direct the distribution of assets; Work with estate accountant to obtain federal and state tax clearance; Draft all routine documents in a probate proceeding; Draft deeds and real estate tax affidavits; Coordinate with co-workers for project completion and success. Estate Planning and Trust Administration Paralegal professional with 5+ years experience. Experience must be in Estate Planning and Trust Administration. Paralegal certificate is required. Probate experience a plus. Must have advanced knowledge of Microsoft Office and Adobe Acrobat, Excel. Wealth Docs experience is a plus.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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