Trust and Estate Paralegal

Robert Half
Published
April 8, 2021
Location
San Mateo, CA
Category
Job Type

Description

Ref ID: 00420-0011766618

Classification: Paralegal

Compensation: DOE

An established and busy estate planning and trust administration practice in San Mateo has an immediate opening for an experienced Trust and Estate Administration paralegal. This is a full-time, salaried position and will be in office. The firm has no billable requirement and offers top benefits, PTO, and other perks.

Ideal candidates will have experience with all aspects of the trust and estate administration process, including the following :

  • Marshalling, organizing and analyzing asset information
  • Valuation of assets and strategize allocation to subtrusts
  • Preparation of inventories, asset allocation agreements, asset transfer documents, and Judicial Council forms
  • Researching and drafting grant deeds, trust transfer deeds, and supporting documents
  • Drafting probate pleadings, including fiduciary reports/accountings, Spousal Property petitions, Heggstad petitions, etc.
  • Assisting with Estate and Gift Tax return preparation

Qualifications

  • Ability to disseminate information from bank, brokerage and other financial statements
  • Ability to communicate effectively with clients, financial institutions, government agencies and attorneys
  • Familiarity with local court rules and procedures
  • Ability to work as part of a collaborative team and take direction from attorneys
  • Meticulous attention to detail
  • Ability to multitask, manage large caseload in a consistent and timely manner, and track and meet deadlines
  • Ability to track and report billable hours in a timely manner and meet billable hour expectations
  • Proficient with Microsoft Word, Excel, Office, Publisher
  • Experience in trust, estate or probate administration required
  • Paralegal Certification from an ABA approved program required

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