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Trust amp Estates Paralegal
Company name
Donahue Fitzgerald LLP
Experience
3 yrs required
Location
Oakland, CA, United States
Employment Type
Full-Time
Industry
Legal
Posted on
Nov 14, 2022
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/
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