We are looking for a skilled Trust and Estate Paralegal to join our team in Orinda, California. In this role, you will play a vital part in assisting attorneys with estate planning, trust administration, and litigation matters. This position requires a high level of attention to detail, excellent organizational skills, and a commitment to providing exceptional service.<br><br>Responsibilities:<br>• Assist attorneys with drafting and reviewing estate planning documents, including wills and trusts.<br>• Support litigation efforts related to trust disputes and estate matters by managing discovery processes and preparing case files.<br>• Coordinate and manage trust administration tasks, ensuring compliance with legal requirements.<br>• Serve as a licensed Notary Public to notarize essential legal documents as needed.<br>• Conduct legal research to provide accurate information and recommendations to attorneys.<br>• Maintain and organize case files, ensuring all documentation is up-to-date and accessible.<br>• Communicate with clients to gather necessary information and provide updates on case progress.<br>• Collaborate with the legal team to prepare for hearings, trials, and other court proceedings.<br>• Monitor deadlines and ensure timely submission of required filings and documentation.<br>• Contribute to the development and implementation of efficient workflows for estate planning and litigation processes.
<p>We are offering an exciting opportunity for a Trust and Estate Paralegal based in Oakland, California, United States. The primary function of this role is to provide legal services in the field of estate planning and trust administration. </p><p><br></p><p>Responsibilities</p><p><br></p><p>• Facilitate client communication and ensure their inquiries are resolved effectively.</p><p>• Draft, review, and assist in the preparation of legal documents related to estate planning and trust administration.</p><p>• Analyze financial records, discern trust and non-trust assets, and determine the title and character of assets.</p><p>• Handle probate court petitions and proceedings, such as Heggstad petitions.</p><p>• Assist with the process of trust funding and the preparation of documents to facilitate the same.</p><p>• Manage the recordation of deeds along with the transfer documents.</p><p>• Oversee the maintenance of client files and ensure materials are ready for client meetings.</p><p>• Take responsibility for the preparation and assembly of federal estate tax returns.</p><p>• Ensure critical deadlines and meetings are calendared effectively.</p><p>• Perform additional job duties as assigned, adhering to the rules and regulations of the corporate trust and estate law.</p>
