Job Details
Legal Staff Paralegal in Oakland, CA
Oakland, CA, United States
Industry: Legal | Type: Full-Time
Posted Date: Apr 10, 2024
Experience: 3 Years
Practice Areas: Trusts and Estates, Litigation, Elder Law
Qualifications: The candidate should have high school diploma. Bachelor's degree and Paralegal certificate are also required. Must have 3+ years as a paralegal in estate planning. Should have 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 is required. Knowledge of court-supervised procedures to transfer property without probate (including spousal property petitions, Heggstad petitions, and affidavits regarding real property of small value) is needed. Knowledge of MS Office Suite is a must.
Job Description:
Trust and Estates Paralegal
The candidate will assist in drafting of estate planning and trust administration documents. Will 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 prepare documents to facilitate same, recordation of deeds with accompanying transfer documents. Prepare and assemble federal estate tax returns. Manage trust and probate administration case matter and deadlines. Determine beneficiaries and persons entitled to notice. Calendar critical deadlines and meetings in Compulaw.
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