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Title : Paralegal - Trust Administration

Location : California - Palo Alto
Refer to Job # PTQR804163

Paralegal - Trust Administration The candidate must have 4 years experience in trust administration and can hit the ground running. Should have excellent written and oral communication skills. Must have strong critical thinking skills. Should be proficient in Microsoft Office Suite 365 and Judicial Council Forms; Adobe applications. Must have experience with preparing and filing Probate Petitions and Court Accountings, and familiarity with Trust Administration or Trust Accountings. Should understand legal terminology, principles, precedents, procedures, and research methods. Investigative and interviewing techniques and procedures. Understand or be able to research California Probate Code, Family Code, Welfare & Institutions Code, Code of Civil Procedure, and Rules of Court, which pertain to probate matters; and Taking direction from attorneys and working independently in drafting and editing trust and estate planning documents; Drafting, analyzing and organizing Petitions for filing (including court accountings, 17200 petitions, 850 petitions), and maintaining and tracking hearing dates with appropriate follow up. Preparing legal forms, including judicial council forms. Giving summary presentations to the supervising attorney and producing written reports on status of matters assigned; Researching legal problems, locating applicable local and state rules, statutes and orders by computerized information or hard copy. Interviewing trustees and clients in person and over the telephone regarding current matters. Comfortable communicating with clients, courts, attorneys, and county agencies; Managing trust administration, sending notices, preparing informal accountings; and Experience in business transactions (i.e., LLC formation and corporate formation), Should have knowledge of electronically filing court documents Must have Bachelor of Arts or Sciences degree in a legal assistant program or related field or a combination of experience and training equal to Five (5) years in this practice area. LLC formation experience is required. Should have experience in bypass trust and survivor trust administration. Familiar with California probate process preferred. WealthCounsel experience is required. Should have Clio Manage and Clio Grow experience. Office365 and SharePoint experience is required.

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