Trust and Estates Paralegal

Profile

Trust and Estates Paralegal

The candidate will work in the area of trust and estate administration. Responsibilities include: all facets of trust and probate administration, including meeting with clients, trustees and family members; communicating with beneficiaries; drafting correspondence and legal documents; preparing deeds, asset spreadsheets and probate pleadings; preparing federal estate tax returns and gift tax returns; reviewing bank statements; notarizing documents; and organizing and maintaining client files. Must have 2+ years (preferably 3-5 years) of solid trust and estate paralegal experience, along with a Bachelor's degree and a paralegal certificate or equivalent. Excellent math and computer skills, including at least intermediate command of Word and Excel required. Excellent proofreading skills and clear and concise communication skills are needed. Should have knowledge of Probate process and rules, use of judicial council forms. Should preferably have knowledge of iManage, Adobe Acrobat and MacPac.

Company info

Anderson Yazdi Hwang Minton + Horn LLP
Michele D. Reilly
320 Primrose Road
Burlingame
California
United States 94010
Website : http://www.andersonyazdi.com