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Trust And Estates Paralegal

San Francisco, CA, USA

122 Days ago

Job Description


We are seeking a full-time, experienced PARALEGAL to work in the area of trust and estate administration. Organization and attention to detail are extremely important in this fast paced office. The ideal candidate is extremely empathetic and capable of offering the highest level of service to our clientele. Professionalism and teamwork are prized, so the best candidate works well with attorneys, co-workers, clients and their allied advisors, such as accountants and financial planners, and the court. 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. Job Requirements Education, training, experience: Minimum of 2 years (preferably 3-5 years) solid trust & estate paralegal experience, along with a bachelor?s degree and a paralegal certificate or equivalent Highly proactive with attention to detail, dependable, and extremely organized Excellent math and computer skills, including at least intermediate command of Word and Excel Excellent problem solving and analytical skills Excellent proofreading skills and clear and concise communication skills Knowledge of Probate process and rules, use of judicial council forms The ideal candidate has knowledge of iManage, Adobe Acrobat and MacPac.

Practice Areas & Specialty

Trusts & Estates

Designation

Paralegal

Key Skills Required

Adobe AcrobatAttention to DetailCommunicationDraftingDrafting CorrespondenceEstate AdministrationLegal DocumentsProactiveProblem SolvingProfessionalismProofreadingTax ReturnsTeamworkTraining

Job Overview


Job Function: Legal Services / Legal

Job Type: Full Time

Workplace Type: Not Specified

Experience Level: Not Specified

Salary: Competitive & Based on Experience

Experience: 3 - 5 yrs

Contact Information


Company Name: Anderson Yazdi Hwang Minton & Horn LLP

Recruiting People: HR Department

Website: https://www.andersonyazdi.com/

Headquarter: Burlingame, CA, USA 94010

Industry: Law Firm / Law Practice

Company Size: 11-50 Employees

Location

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