Trust and Estate Paralegal

4 weeks ago


San Jose, California, United States Jobot Full time

About the Role:

We are seeking a highly skilled Paralegal to join our dynamic legal team in the Trust and Estates department. As a Paralegal in this role, you will play a crucial part in providing top-tier legal services in the areas of trust and estate law. You will have the opportunity to work closely with a team of experienced attorneys and legal professionals, handling complex and high-value estates, trusts, and succession planning matters.

Responsibilities:

1. Assist attorneys in the preparation and execution of wills, trusts, estates, and related documents.
2. Conduct comprehensive research on legal matters pertaining to trust and estate law.
3. Coordinate with clients, attorneys, and financial advisors to gather information and documentation necessary for estate planning and trust administration.
4. Review and interpret wills, trusts, powers of attorney, and other estate planning documents.
5. Assist in the administration of trusts and estates, including the preparation of probate documents, estate tax returns, and accountings.
6. Provide support in the area of succession planning, including the drafting of succession plans and related documents.
7. Maintain client files and records in accordance with firm policies and procedures.
8. Stay abreast of current laws and regulations related to trust and estate law and succession planning.

Requirements:

1. A minimum of 5 years of paralegal experience in trust and estates law, specifically with succession planning.
2. Bachelor's degree in law, paralegal studies, or a related field. A paralegal certification is preferred.
3. Thorough understanding of trust and estates law, including wills, trusts, probate, estate tax, and succession planning.
4. Proficient in legal research and document drafting.
5. Excellent verbal and written communication skills with the ability to interact effectively with clients, attorneys, and other legal professionals.
6. Strong organizational skills with the ability to manage multiple tasks and deadlines.
7. High level of discretion and confidentiality.
8. Proficiency in legal software and Microsoft Office Suite.
9. Ability to work independently and as part of a team.
10. Commitment to providing high-quality legal services and maintaining client relationships.



  • San Jose, California, United States Jobot Full time

    About the RoleWe are seeking a highly skilled Paralegal to join our dynamic legal team in the Trust and Estate department. As a key member of our team, you will play a vital role in providing top-tier legal services in the areas of trust and estate law.ResponsibilitiesAssist attorneys in the preparation and execution of wills, trusts, estates, and related...


  • San Diego, California, United States Jobot Full time

    Trust and Estate Litigation Paralegal OpportunityWe are seeking a highly experienced Trust and Estate Litigation Paralegal to join our prestigious law firm, Jobot. The ideal candidate will have a passion for trust and estate law and thrive in a fast-paced, challenging environment.Key Responsibilities:Assist attorneys in all stages of litigation matters,...


  • San Francisco, California, United States SourcePro Search Full time

    SourcePro Search is seeking a skilled Paralegal to assist attorneys with complex US and foreign trusts and other entities. This role will involve drafting documents, providing basic services related to trusts, corporate entities, domestic and international tax issues, compliance and disclosure issues, administration of trusts and estates, and other related...


  • San Francisco, California, United States SourcePro Search Full time

    SourcePro Search is seeking a skilled Paralegal to assist attorneys with various tasks related to trusts, estates, and charitable planning. The ideal candidate will have strong technical skills, including typing, and excellent knowledge of Microsoft Word, Excel, and Outlook. Experience with iManage/FileSite or other document management systems is a plus.Key...


  • San Diego, California, United States Jobot Full time

    Job DetailsWe are seeking a highly skilled Trust and Estate Litigation Paralegal to join our team at Jobot. The ideal candidate will have a strong background in probate administration, trust administration, and depositions.ResponsibilitiesAssist attorneys in all stages of litigation cases from onset to post-trial.Coordinate with clients, court personnel, and...


  • San Juan Capistrano, California, United States Ensign Services Full time

    Job DescriptionAs a Real Estate Paralegal at Ensign Services, you will play a vital role in supporting our market and facility teams to enhance our success in an evolving healthcare marketplace.Key Responsibilities:Prepare and track closing documents for multi-state real estate transactions, including purchase and sale agreements, leases, Deeds of Trust, and...

  • Corporate Counsel

    4 weeks ago


    San Jose, California, United States Anywhere Real Estate Full time

    Anywhere Real Estate Inc. is seeking an experienced attorney with a strong background in commercial real estate leasing to join our Corporate Legal Department. As a key member of our team, you will play a crucial role in managing our real estate legal services, collaborating closely with other legal professionals, including a real estate attorney, a real...


  • San Diego, California, United States Hire Counsel Full time

    Our client, a reputable legal services firm, is seeking a highly skilled probate estate administration paralegal to join their team in San Diego. The ideal candidate will have extensive experience in probate administration and a strong understanding of judicial council forms, supplements, declarations, petitions, affidavits, and assessor/recorder's office...


  • San Diego, California, United States Jobot Full time

    About the Role:We are seeking an experienced Real Estate Paralegal to join our Common Interest Development team in our downtown San Diego office. The ideal candidate will have a strong working knowledge of real estate documents, a passion for supporting clients with complex projects, and a keen attention to detail.The successful candidate will be responsible...


  • San Juan Capistrano, California, United States Ensign Services Full time

    {"Responsibilities": " As a Real Estate Paralegal, you will be responsible for preparing and tracking closing documents related to multi-state real estate transactions. This includes purchase and sale agreements, leases, Deeds of Trust, Grant Deeds, and Memorandum of Leases. You will also prepare ancillary real estate transaction documents such as escrow...


  • San Diego, California, United States U.S. Bank Full time

    At U.S. Bank, we're committed to delivering exceptional service to our customers and communities. As a Trust and Estate Specialist, you'll play a critical role in helping us achieve this goal.Job SummaryWe're seeking a highly skilled and experienced professional to join our team as a Trust and Estate Specialist. In this role, you'll be responsible for...


  • San Diego, California, United States U.S. Bank Full time

    About the Role:At U.S. Bank, we're committed to helping our customers and businesses make informed financial decisions. As a Trust and Estate Specialist, you'll play a critical role in ensuring the smooth settlement of estates and trusts.Key Responsibilities:Review and interpret trust agreements, wills, and other estate planning documents to ensure...


  • San Diego, California, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to helping our customers and businesses make informed financial decisions. As a Trust and Estate Specialist, you'll play a critical role in ensuring the smooth administration of estates and trusts.Key ResponsibilitiesReview and interpret trust agreements, wills, and other estate planning documents to ensure...


  • San Diego, California, United States Lancier Legal, PC Full time

    About the RoleWe are seeking a highly organized and detail-oriented Legal Assistant to join our dynamic estate planning law firm. As a key member of our team, you will play a critical role in ensuring our clients' peace of mind as they plan for their future.As a Legal Assistant, you will work closely with our experienced attorneys to prepare and draft estate...


  • San Francisco, California, United States Direct Counsel, LLC Full time

    Job Title: Senior Trust and Estates AttorneyJob Summary:We are seeking an experienced attorney with 10+ years of expertise in trust administration and advanced estate planning strategies for high-net-worth clients. The ideal candidate will have a deep background in drafting comprehensive estate planning documents, including both revocable and irrevocable...


  • San Francisco, California, United States Direct Counsel, LLC Full time

    Job SummaryDirect Counsel, LLC is seeking an experienced attorney with 10+ years of expertise in taxation, trusts, and estates to join our team. The ideal candidate will have a deep background in trust administration and advanced estate planning strategies for high-net-worth clients.Key ResponsibilitiesDraft comprehensive estate planning documents, including...


  • San Diego, California, United States Jobot Full time

    Job Title: Senior Trusts and Estates AttorneyAbout the Role:Jobot is seeking an experienced Senior Trusts and Estates Attorney to join their San Diego team. As a key member of the team, you will be responsible for providing expert legal advice and representation to clients in trusts and estates matters.Responsibilities:Provide expert legal advice and...


  • San Diego, California, United States Jobot Full time

    Job Title: Associate Attorney - Trusts & EstatesAbout the Job:We are seeking an experienced Associate Attorney to join our San Diego team. As a key member of our Trusts and Estates practice group, you will work closely with our partners to provide exceptional legal services to our clients.Responsibilities:* Provide legal services to clients in the areas of...


  • San Diego, California, United States Jobot Full time

    Job Summary:We are seeking an experienced Associate Attorney (Trusts & Estates) to join our team in San Diego. As a key member of our team, you will be responsible for providing legal services to clients in the areas of trusts and estates. If you have a passion for law and a desire to work with a dynamic team, we encourage you to...


  • San Diego, California, United States RES Consultant Group Full time

    Job Title: Trust and Estate Tax ManagerOur boutique CPA firm is seeking a highly skilled Trust and Estate Tax Manager to join our team. As a key member of our team, you will be responsible for preparing and reviewing trust, estate, and gift tax returns with minimal supervision.Key Responsibilities:Prepare and review individual, fiduciary, corporate,...