Estate Plan Paralegal

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Estate Plan Paralegal
The candidate will be responsible for: Support Managing Partner in drafting estate planning documents (Revocable Living Trusts, Wills, Advance Health Care Directives, Durable Powers of Attorney, Trust Transfer Deeds, etc.) and record documents with the County Office. Support attorneys in drafting, mailing and filing documents required for trust administrations (Notifications by Trustee, Certifications of Trust, Affidavits re Death of Trustee, Notices to Franchise Tax Board, Change in Ownership Statements Death of Real Property Owner, etc.). Correspond, communicate and work directly with clients to respond to their questions, requests, etc. and set appointments. Support the office with special projects, as needed, and general administrative duties. Should have 3+ years of experience in drafting estate planning and trust administration documents. Experience in trust administration, probate, conservatorships and/or special needs planning is a plus and can be learned. Paralegal certification or equivalent required. Must have Notary Public. Must be proficient in Hot Docs, Microsoft Office, Adobe and be computer literate.

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