Trust amp Estates Paralegal

Profile

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.

Additional Information

Send cover letter, resume, and salary requirements with 'Trust and Estates Paralegal' in the subject line.

Company info

Donahue Fitzgerald LLP
1999 Harrison Street 25th Floor
Oakland
California
United States 94612
Fax : 510-451-1527
Website : https://donahue.com/