Paralegal

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 levelSeniority level Not Applicable Employment typeEmployment type Full-time Job functionJob function Legal Industries Legal Services Referrals increase your chances of interviewing at DELAGNES, LINDER & DUEY, LLP by 2x Inferred from the description for this jobMedical insurance 401(k) Get notified about new Paralegal jobs inSan Francisco, CA. San Francisco, CA $65,000.00-$85,000.00 2 weeks ago San Francisco, CA $38.00-$45.00 2 weeks ago San Francisco, CA $72,700.00-$83,000.00 4 days ago San Francisco County, CA $115.00-$80,000.00 2 weeks ago San Francisco, CA $50,000.00-$60,000.00 21 hours ago San Mateo, CA $103,470.00-$126,750.00 1 week ago San Francisco, CA $35.50-$85.00 2 days ago San Francisco, CA $85,000.00-$133,750.00 2 weeks ago San Francisco County, CA $90,000.00-$120,000.00 3 weeks ago San Francisco, CA $50,000.00-$65,000.00 3 weeks ago San Mateo, CA $103,470.00-$126,750.00 1 week ago San Francisco County, CA $85,000.00-$110,000.00 4 weeks ago San Francisco, CA $43,000.00-$45,000.00 1 month ago San Francisco, CA $90,000.00-$118,000.00 2 weeks ago San Francisco, CA $95,000.00-$108,000.00 1 month ago San Francisco, CA $52,400.00-$112,000.00 5 days ago San Francisco, CA $90,000.00-$112,000.00 1 month ago San Francisco, CA $95,000.00-$125,000.00 3 months ago Intellectual Property Litigation Legal AssistantSan Francisco, CA $100,000.00-$115,000.00 3 months ago San Francisco, CA $25.20-$31.51 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.