Trust & Estate Paralegal

  • location: San Jose, CA
  • type: Contract
  • salary: $40 - $50 per hour
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job description

Trust & Estate Paralegal

job summary:
Trust Administration Paralegal



We are a well-established law firm with offices in downtown San Jose and in Palo Alto and have an opening for an experienced Trust Administration Paralegal with its Family Wealth & Tax Planning department in its Palo Alto office. This individual must be highly motivated, a self-starter, detail oriented, a team player and project a positive attitude. Ideal candidates will possess excellent organizational, written/verbal communication, and time management skills. Our paralegals work with all of the attorneys in the Family Wealth & Tax Planning department, and as such must be able to manage multiple projects, different work-styles and deadlines, function at a high level, and assume significant responsibility.

Candidate must have a high level of experience with all aspects of large estate trust administration processes including the following:

· Preparation of Estate Tax Returns (Form 706), basis consistency reporting (Form 8971) and Gift Tax Returns (Form 709)

· Preparation of post-mortem affidavits, distribution deeds, property tax forms, and related documents for the transfer of real property title

· A working understanding of the property tax rules related to changes of ownership of California real property

· Preparation of documents related to the transfer of entity interests, including Form BOE-100

· Trust asset allocations and sub-trust funding

· Trust distribution

· Working with appraisers

· Probate proceedings (from commencement through final distribution)

· Heggstad petitions and proceedings

Candidate will work directly with clients and attorneys. Proficiency in Microsoft Word and Excel is required. Bachelor's degree and paralegal certificate, or declaration, required. Must be a California Notary (or be able to become one).

 
location: San Jose, California
job type: Contract
salary: $40 - 50 per hour
work hours: 9 to 5
education: Bachelor's degree
experience: 3 Years
 
responsibilities:
· Preparation of Estate Tax Returns (Form 706), basis consistency reporting (Form 8971) and Gift Tax Returns (Form 709)

· Preparation of post-mortem affidavits, distribution deeds, property tax forms, and related documents for the transfer of real property title

· A working understanding of the property tax rules related to changes of ownership of California real property

· Preparation of documents related to the transfer of entity interests, including Form BOE-100

· Trust asset allocations and sub-trust funding

· Trust distribution

· Working with appraisers

· Probate proceedings (from commencement through final distribution)

· Heggstad petitions and proceedings

 
qualifications:
Proficiency in Microsoft Word and Excel is required. Bachelor's degree and paralegal certificate, or declaration, required. Must be a California Notary (or be able to become one).

Please reply to this job posting for consideration.

 
skills: Trust & Estate Tax, Trust & Securities Accounting, Pension and Trusts
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.

We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

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