Job Details

TRUST amp ESTATES PARALEGAL / LEGAL SECRETARY

Company name
Confidential

Experience
2 yrs required

Location
Danville, CA, United States

Employment Type
Full-Time

Industry
Administrative, Case Management, Legal

Posted on
May 10,2019

Profile

We are looking for a Trust & Estates Legal Secretary or Paralegal with exceptional communication and organizational skills.   

To be successful in this position you’ll need excellent telephone etiquette, outstanding attention to detail, the ability to multi-task and prioritize projects to complete tasks on short time lines, and to be a quick learner that thrives in a fast-paced environment.

We offer a competitive salary based on experience, great benefits package and a relaxed but productive professional work environment. Our employees work together as team with a commitment to excellence.

RESPONSIBILITIES
- Assist with the preparation of estate planning documents (trusts, wills, power of attorneys, advance health care directives and other estate planning documents); 

- Communicate with clients to compile all required information and asset information to prepare an estate plan;

- Prepare deeds and transfer of real property documents (deeds, PCOR and Prop 58); 

- Prepare and proof correspondences and other trust and estates related legal documents;

- Assist with trust administrations from intake through final distribution and assist in the preparation of trust administration documents (partition agreement, memorandum allocating assets, fiduciary accounting, trust termination agreement, Heggstad petition); and 

- Assist with probate administrations from intake through final distribution and assist in the preparation of probate filings using Judicial Council forms and form pleadings (petition for probate, I&A, fiduciary accountings, petition for final distribution).

QUALIFICATIONS
- Outstanding attention to detail

- Exceptional organizational and project management skills

- Exceptional computer proficiency with an emphasis in practice management, drafting and document management systems

- Microsoft Office (Word, Excel, PowerPoint) - intermediate/advanced level

EDUCATION and/or EXPERIENCE
- Four-year college degree (aka Bachelor’s degree) or minimum of two (2) years trust & estates work experience.

- 2+ years' experience working in a small business office setting

- Notary public preferred but not required

TO APPLY, contact us via email along with your resume and compensation requirements.

Compensation: DOE

Company info

Confidential

Company Profile
Confidential

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