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Title : Estates And Trusts Paralegal

Location : California - Oakland
Refer to Job # EGEK730211

Estates and Trusts Paralegal Duties: Assist in the drafting of estate planning and trust administration documents; Prepare asset lists, analyze bank and business records, identify trust and non-trust assets, and identify title and character of assets; Meet and communicate with clients and client advisors; Assist clients with trust funding and preparing documents to facilitate same, recordation of deeds with accompanying transfer documents; Maintain client files and prepare materials for client meetings; Prepare and assemble federal estate tax returns; and Calendar critical deadlines and meetings. The candidate will have a Bachelor's degree and 7+ years experience as a paralegal in estate planning, and will be proficient in the Microsofe Office suite, including the use of a calendaring program. Knowledge of Probate Court process including court filings, including for example, petitions for instructions, Probate Code Sections 850 petitions, petitions to approve accountings, and objections and replies to petitions. Familiarity with Probate Code notice requirements and ability to manage calendar notice deadlines. Managing trust and probate administration case matter and deadlines. Determining beneficiaries and persons entitled to notice Knowledge of court-supervised procedures to transfer property without probate (including spousal property petitions, Heggstad petitions, and affidavits regarding real property of small value).

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