Experience
3-5 yrs required
Location
Modesto, CA, United States
Posted on
Dec 12, 2022
Profile
Probate and Trust Paralegal
Responsibilities: 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.
Company info
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