Paralegal (Trusts and Estates)

The Trust and Estates Paralegal is familiar with California estate planning, trust, estate and probate laws, drafts legal documents, assists in discovery and trial readiness in litigation matters, handles trust and estate administration, drafts probate-related petitions (including judicial council forms and readying pleadings for filing), and reviews and addresses probate notes. The Trust and Estates Paralegal will also prepare and review accountings and assist in the preparation of estate and gift tax returns. Essential Functions & Responsibilities Coordinate probate court filings and recordings, including research and familiarity with local rules Assist in Estate and Trust litigation matters to include document management, and preparing pleadings for filing and service, including Exhibits Assist in litigation discovery tasks Prepare probate administration paperwork, including petitions, orders, etc. Assist with trust administration tasks Communicate with clients and professional advisors relating to coordination and gathering of information. Prepare gift tax and estate tax returns. Prepare draft accountings in conformity with California Probate Code Prepare basic Estate Planning documents and assist with process through document signing