Trusts & Estates Paralegal - Burlingame, CA
We are working with a great law firm located in Burlingame, California, that is an established, boutique law firm comprised of diverse, highly experienced attorneys delivering sophisticated counsel to high net worth individuals and families, fiduciaries, companies and nonprofit organizations. Their core areas of practice include estate planning, trusts and wealth transfer as well as trust, estate and fiduciary litigation.
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 & Qualifications: