Paralegal

DELAGNES, LINDER & DUEY, LLP; San Francisco (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Job summary

A law firm in California is seeking an experienced Paralegal for its Estates and Trusts practice group. Key responsibilities include drafting estate plans, managing trust administrations, and handling Probate court proceedings. The ideal candidate will have 5+ years of experience, a Bachelor's degree or paralegal certificate, and the ability to work independently in a high-volume environment.

Qualifications

• 5+ years of experience in probate and trust administration desired.
• Must be able to handle multiple assignments efficiently.
• Current Notary Public Commission required.

Responsibilities

• Assist in drafting estate planning and trust administration documents.
• Handle California probate court petitions and proceedings.
• Prepare and assemble federal estate tax returns.

Skills

Knowledge of the Probate Court process

Ability to work independently

Advanced proficiency with Office 365

Excellent verbal communication

Education

Bachelor's Degree and/or paralegal certificate

Tools

Tax preparation software

Adobe

Excel

Word

Job description

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DELAGNES, LINDER & DUEY, LLP provided pay range

This range is provided by DELAGNES, LINDER & DUEY, LLP. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$70,000.00/yr - $110,000.00/yr

Direct message the job poster from DELAGNES, LINDER & DUEY, LLP

Delagnes, Linder & Duey, LLP specializes in estate planning, taxation and business transactions. The firm is located in San Francisco’s Financial District.

We are seeking an experienced Paralegal for our Estates and Trusts practice group. This position’s job duties include trust administrations, court supervised administrations, and drafting estate plans. This position requires a willingness to learn, to work independently and expedite projects to completion as well as excellent organization and verbal skills. The ideal candidate will also perform Probate proceedings from commencement through final distribution. The successful candidate will thrive in a fast paced and high-volume environment, be highly organized and detail oriented, and be able to work independently. This is a full-time position and we seek candidates who are committed to the legal profession.

JOB DUTIES

• Assist in the drafting of estate planning and trust administration documents
• Gathering asset transfer information, preparation of transfer documents, including but not limited to real estate conveyance documents, stocks and bonds, partnership and corporate interests
• Handle California probate court petitions and proceedings such as Heggstad petitions and proceedings
• County records research
• Maintain client files and prepare materials for client meetings
• Prepare and assemble federal estate tax returns and federal gift tax returns
• Calendar critical deadlines and meetings
• Business entity filings and maintenance in California and Delaware
• Preparation of business transaction agreements (buy-sell, independent contractor, release and settlement, leases, assignment of interest, promissory notes and deeds of trust)
• Preparation of real estate transaction agreements (purchase sale agreements, deeds, leases)
• Legal research

JOB KNOWLEDGE, SKILLS AND ABILITIES

• Bachelors Degree and/or paralegal certificate, required
• 5+ years of experience in probate and trust administration, desired
• Tax preparation software experience is preferred
• Must have knowledge of the Probate Court process, including but not limited to Probate Code Sections 850 petitions, petitions to approve accountings and spousal property petitions
• Familiarity with Probate Code notice requirements and ability to manage calendar notice deadlines
• Manage trust and probate administration case matter and deadlines
• Determine beneficiaries and persons entitled to notice
• Ability to work independently and in a team environment
• Ability to handle multiple assignments efficiently and accurately
• Advanced proficiency with Office 365, Excel, Word and Adobe
• Working knowledge of the real property recordation procedures in San Francisco Bay Area counties
• Must be able to work in office 5 days a week
• Current Notary Public Commission, required

Interested candidates should submit a cover letter and resume.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Legal

• Industries

  Legal Services

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Inferred from the description for this job

Medical insurance

401(k)

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