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Title : Paralegal - Trust And Estate Administration
Location : California - Palo AltoRefer to Job # VIDK740013
Paralegal - Trust and Estate Administration The candidate should have 5+ years of hands-on experience in trust and estate administration, and be able to process an administration from intake through termination, including: drafting and disseminating correspondence; attending client conferences; preparing documents; compiling, organizing and analyzing assets for tax and asset allocation purposes. Must be familiar with California trust law and California and Federal tax matters, and preparation of estate and gift tax reporting, and have experience and be comfortable working and communicating with clients, professional advisors, financial institutions, and government agencies. Must be proficient with Microsoft Office (Word, Excel) and Adobe but in an Apple Mac environment. Should have a Paralegal Certificate from an ABA approved program but may substitute substantial trust and estate administration experience.
Email: jobs@lawfirmstaff.com NO CALLS PLEASE
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