Trust and Estate Paralegal

Job Locations US-CA-Burlingame
Posted Date 2 months ago(2/7/2020 3:44 PM)
Job ID
# of Openings


Job description:

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
Education, training, experience:

  • Minimum of 2 years (preferably 3-5 years) solid trust & estate paralegal experience, along with a bachelor’s degree and a paralegal certificate or equivalent
  • Highly proactive with attention to detail, dependable, and extremely organized
  • Excellent math and computer skills, including at least intermediate command of Word and Excel
  • Excellent problem solving and analytical skills
  • Excellent proofreading skills and clear and concise communication skills
  • Knowledge of Probate process and rules, use of judicial council forms
SALARY - $90-130k base 

The ideal candidate has knowledge of iManage, Adobe Acrobat and MacPac.



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