Estate & Trust Paralegal — High-Net-Worth Practice

Anderson Yazdi Hwang Minton + Horn LLP; Burlingame (CA); On-site; USD 120,000 - 170,000; Full time

Job summary

Anderson Yazdi Hwang Minton + Horn LLP is seeking an experienced Paralegal for their Burlingame office to support a sophisticated trust and estate administration practice. The role involves significant client interaction, drafting legal documents, and managing the probate process. Ideal candidates should have at least 3 years of paralegal experience, a paralegal certificate, and strong organizational skills. Compensation ranges from $120,000 to $170,000 per year based on experience and qualifications.

Qualifications

• Minimum of 3 years experience as a trust & estate paralegal in a law firm.
• Experience administering trusts after a trustor's death.
• Strong familiarity with estate and gift tax concepts.

Responsibilities

• Meet with clients, trustees, and family members.
• Draft legal documents and correspondence.
• Prepare federal estate tax returns (Form 706) and gift tax returns (Form 709).

Skills

Organizational skills

Analytical skills

Communication skills

Problem-solving skills

Knowledge of estate tax

Education

Paralegal certificate from an ABA-approved program

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

iManage

Tabs3

Adobe Acrobat

Job description

Anderson Yazdi Hwang Minton + Horn LLP is seeking an experienced Paralegal for their Burlingame office to support a sophisticated trust and estate administration practice. The role involves significant client interaction, drafting legal documents, and managing the probate process. Ideal candidates should have at least 3 years of paralegal experience, a paralegal certificate, and strong organizational skills. Compensation ranges from $120,000 to $170,000 per year based on experience and qualifications.