Trust And Estates Paralegal- 3091277

Job Title : Trust and Estates Paralegal

Location : San Diego, CA 92101

Salary / Payrate : $80K-$100K annually and AWESOME Benefits

Work Environment : Hybrid (2 days WFH)

Term : Permanent / Fulltime

PARALEGAL CERTIFICATE REQUIRED : YES

Job Description

In this position, the paralegal will be working with a team of attorneys in connection with all aspects of estate and trust administration. This is a client-facing role so a strong candidate will have excellent interpersonal skills.

Essential Functions Of Job

• Serve as the primary point of contact for trustees and executors during the administration process.
• Prepare trust and estate administration documents for attorney review including petitions, notices, certifications of trust, application for employer identification numbers, allocation schedule, asset transfer documents, and various correspondence.
• Manage the docket for trust and estate administration cases including ensuring deadlines are calendared and met.
• Prepare tax-related documents for attorney review including estate tax returns and gift tax returns.
• Interface with ancillary professionals such as CPAs, financial advisors, and appraisers.
• Prepare documents related to closely held entities, assist with state filings, and assist with ongoing maintenance of entities.

Required Qualifications

Seniority level

Not Applicable

Employment type

Full-time

Job function

Legal

Industries

Law Practice

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