Probate and Trust Paralegal

Job Description

Job Description

Ramsbacher Prokey Leonard LLP is a respected boutique firm with a reputation for innovative planning and an eye toward long-term risk management and achieving family goals. We also specialize in business, probate, and trust litigation. Our firm emphasizes a team approach to devise cost-effective solutions to a variety of interconnected matters.

Based in downtown San Jose and Modesto, California, we represent families and businesses statewide in estate, tax, and succession planning, focusing on multigenerational wealth preservation. We also represent clients nationwide in tax matters and in business, real property, and estate and trust litigation.

We strive to be one of the best places to work. Whether starting or growing your career, Ramsbacher Prokey Leonard LLP provides a performance-driven culture and an opportunity for professional achievement in a diverse and inclusive atmosphere.

Responsibilities will include :

• Work on complex probate and trust administrations, from initial petition through final distribution
• Coordinate asset valuation, document preparation, and asset allocation / distribution
• Review and prepare estate and gift tax returns
• Review and prepare of fiduciary accountings
• Organize and maintain files
• Draft petitions, orders, and other pleadings related to probate and trust administration
• Prepare deeds and related real estate documents
• Form and fund legal entities

Requirements

Organizational skills

Benefits

Excellent salary and benefits.