Trust and Estates Paralegal

Preparation of gift and estate tax returns
Managing a variety of Probate Division cases, including probate cases, trust petitions, and occasional guardianship and conservatorship matters, from start to finish
Calendaring cases and advise attorneys of upcoming deadlines, etc.
Handling post-mortem administration issues, including required notices, real estate filings, etc.
Handling occasional trust & will drafting as needed
Qualifications
Bachelors degree
California notary license, preferred
Thorough knowledge of the following: probate administration and documentation, trust administration and documentation, and preparation or supervision of accountings
Experience with 706 & 709 preparation, probate division case filing and management, trust and will drafting, and trust funding and asset management, is preferred
Proficiency in Microsoft Office suite, especially Word and Excel
Outstanding organizational, administrative, and communication (oral and written) skills
Possess high attention to detail, a strong work ethic and is self-motivated
Demonstrate ability to prioritize, meet deadlines, efficiently multi-task and produce a high-end work product in a fast-paced environment;
Team-oriented mindset
Handle confidential and sensitive information with the appropriate discretion, and,
Ability and willingness to work overtime and travel
Paid Holidays, Vacation and Sick Time.
A pre-tax transit deduction is available for qualified public transportation or monthly parking expenses.
Bonus program for referrals.
Basic life, short-term disability, and long-term disability premiums are covered by company
Considering the firm's diverse population, we offer medical insurance, prescription coverage, dental insurance, and vision insurance for individuals and families.
Pre-tax health care and dependent care spending accounts.
You can have peace of mind by obtaining supplemental life insurance, whole life insurance, accident insurance, and critical illness insurance.
commitment to total health and wellness is reflected in its Wellness Programs, which include coaching, educational programs, individual and group activities, support resources, and more. Compete in challenges and complete program requirements to earn cash incentives.
Personal Advocacy program.
Special offers on Peloton equipment as well as discounted memberships.
Enjoy free premium access to Headspace, a global leader in mindfulness and well-being.
Provider-sponsored mental health platforms with free access for members.
Benefits for growing families, including paid parental leave and a Adoption/Surrogacy Solution Program
A specialized family care program for children, adults and pets. You can access centers, in-home caregivers, college coaching, and more through this program
Providing support and additional benefits to nursing employee
401(k)
Enjoy the flexibility to make pre-tax or after-tax contributions, or a combination of both, to your retirement plan.
Profit Sharing
If eligible, share in success with an annual profit-sharing contribution to your 401(k).
Additional
Tuition reimbursement, paid memberships, and professional development training opportunities offered to eligible employees to support the pursuit of continued education.
We offer student loan refinancing programs to help you save thousands of dollars.