Estate Planning Legal Assistant

4 weeks ago


San Francisco, California, United States Lincoln Group Full time

The Lincoln Group is seeking an experienced Estate Planning Legal Assistant to join their team in a dynamic and fast-paced environment.

Key Responsibilities:

  • Edit and proofread estate planning and trust administration documents.
  • Assist in drafting estate planning documents such as trusts, wills, assignments, powers of attorney, and advance health care directives.
  • Draft and record real property transfer documents, including deeds, transfer tax affidavits, and preliminary change of ownership forms.
  • Prepare trust administration documents, including checklists, certifications of trust, beneficiary releases, agreements, court petitions, probate documents, and asset inventories.
  • File probate court documents and coordinate the service of process on involved parties.
  • File federal tax forms, such as 709, 706, and 8971.
  • Assist with valuations, EIN applications, and asset collection, valuation, and distribution for executors/trustees.
  • Perform legal research and prepare memos and correspondence for clients and other professionals.
  • Coordinate client estate planning signing appointments and maintain attorneys' calendars.
  • Prepare and finalize estate documents for signatures, including signing instruction memoranda.
  • Assist in meetings and client calls as necessary.
  • Provide notary services.
  • Coordinate with records and conflicts departments to open and close matters.
  • Manage databases and document filing, both physical and electronic.
  • Assemble estate planning and transaction binders for clients.
  • Submit expense reimbursements and enter attorney time entries as needed.

Requirements:

  • 3-5 years of estate planning experience, with knowledge of California Probate & Trust law and federal tax procedures.
  • Experience in real estate, corporate practice, or financial management can also be considered.

The Lincoln Group is a woman-owned executive search and professional solutions firm specializing in a tailor-made approach to service.



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