Job Details


Company name

2 yrs required

Danville, CA, United States

Employment Type

Administrative, Case Management, Legal

Posted on
May 10,2019


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.

- 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).

- 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

- 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


Company Profile

Similar Jobs:
Mail Offices Services Associate
Location : San Francisco, CA
• Full-Time/Regular Implements and administers programs to support goals and objectives by providing administrative support, coordinating the distribution and receipt of information and gathering/analyzing data. Duties may include...
Enrollment Agent I
Location : Alameda, CA
Job Description: Job Description The Enrollment Agent I (EA I) supports Enrollment Solutions Operations through participation in commercial, state, federal programs; and/or consumer sales of identity related products and services....
Administrative Officer
Location : Martinez, CA
Serves as Administrative Officer for Prosthetic & Sensory Aid Service, with responsibilities for coordination and management of the service budget, contracting, supply, fiscal management, Customer Service Advocate and other areas ...
EmploymentCrossing was helpful in getting me a job. Interview calls started flowing in from day one and I got my dream offer soon after.
Jeremy E - Greenville, NC
  • All we do is research jobs.
  • Our team of researchers, programmers, and analysts find you jobs from over 1,000 career pages and other sources
  • Our members get more interviews and jobs than people who use "public job boards"
Shoot for the moon. Even if you miss it, you will land among the stars.
EmploymentCrossing - #1 Job Aggregation and Private Job-Opening Research Service — The Most Quality Jobs Anywhere
EmploymentCrossing is the first job consolidation service in the employment industry to seek to include every job that exists in the world.
Copyright © 2019 EmploymentCrossing - All rights reserved. 21 192