Trust & Estates Paralegal in San Jose, CA| LawFirmStaff

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Title : Trust & Estates Paralegal

Location : California - San Jose
Refer to Job # XBIK854661


Trust & Estates Paralegal The candidate under Attorney supervision, supports the firm's Trusts and Estates Practice Group, its Tax Law Group and others in the firm on estate planning, trust administration, probate, conservatorships, corporations, and elder law probate litigation. Handles probate administration and trust post-death administration matters, including drafting court pleadings, evaluating and obtaining asset information, drafting accountings, analyzing will and trust documents. Drafts of federal estate tax return forms and schedules for attorney review and preparation is preferred but not essential. Manages filings for trust litigation and probate matters. Utilizes ProLaw proficiently. Handles conservatorship administration matters, including accountings. Maintains contact with clients, and other professionals such as accountants and financial advisors and probate court personnel. Supervises, directs and assists practice group's secretarial staff with regard to court filings and service of pleadings and discovery. Creates and maintains electronic client files and. Meets financial goals for the position. Prior experience as a trusts and estates legal assistant or paralegal; familiarity with court procedures and rules is required. California Notary Public commission is required (either already obtained, or to be obtained soon after hire).
 
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