Probate and Trust Paralegal

Ramsbacher Prokey Leonard LLP
Published
July 30, 2022
Location
San Jose, CA
Category
Job Type

Description

A boutique law firm specializing in advising high-wealth individuals and closely-held business owners in tax, business and estate planning and post-mortem administration, is seeking an entry-level/early-experience probate and trust paralegal.

Responsibilities will include:

  • Work on complex probate and trust administrations, from initial petition through final distribution
  • Coordinate asset valuation, document preparation, and asset allocation/distribution
  • Review and prepare estate and gift tax returns
  • Review and prepare of fiduciary accountings
  • Organize and maintain files
  • Draft petitions, orders, and other pleadings related to probate and trust administration
  • Prepare deeds and related real estate documents
  • Form and fund legal entities

Requirements

  • 3 - 5 years of experience in trust and estate matters
  • Capable of learning to manage advanced trust and estate paralegal tasks with minimal supervision
  • Self-motivated with the ability to act independently
  • Possess critical thinking skills
  • Possess excellent oral and written communication skills
  • Advanced knowledge of Word, Excel, Outlook, stock valuation, tax preparation, time entry, and other programs applicable to handling trust and estate matters
  • Knowledge of local court procedures
  • Time management

o Organizational skills
o Deadline management

  • Paralegal certificate from an ABA accredited school required
  • Bachelor’s degree or equivalent work experience preferred

Benefits

Excellent salary and benefits.

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