Experience
5 yrs required
Location
San Francisco, CA, United States
Posted on
Aug 16, 2020
Profile
Trust and Estate Paralegal
The candidate should have 5+ years of recent Trust and Estates experience as well as experience with estate planning and probate litigation, generally complex in a variety of ways: assets, values, multiple jurisdictions, taxable estates. Tax background and understanding is preferable, with knowledge and preparation of Form 706 and Form 709. Must be able to work independently and as a team, manage cases, and will be relied on for follow up and accountability. Will prepare legal documents, filings, and/or general correspondence with accuracy and adhere to the firm formatting guidelines. This position requires that the Trust and Estates Paralegal be extremely detail-oriented, organized, critical about accuracy, spelling and grammar and possess the ability to prioritize and follow up. Should be able to multitask and manage a voluminous caseload. Proficient in the MS Office Suite with an emphasis on Word, Excel and Outlook required. Solid command of English including excellent spelling, grammar, punctuation, form and style required.
Company info
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