Job Description
Description We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This position requires a motivated and meticulous individual who thrives in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries, and support staff, managing complex cases and meeting deadlines with precision.
Responsibilities:
• Organize and analyze asset information to support trust and estate administration processes.
• Assist in appraising and valuing assets, including strategies for asset allocation and subtrust funding.
• Prepare inventories, asset allocation agreements, and transfer documents for trust and estate matters.
• Draft and file court pleadings such as Probate petitions, Spousal Property petitions, and Trust Reformation petitions.
• Manage court filings, eFilings, discovery processes, and...
Responsibilities:
• Organize and analyze asset information to support trust and estate administration processes.
• Assist in appraising and valuing assets, including strategies for asset allocation and subtrust funding.
• Prepare inventories, asset allocation agreements, and transfer documents for trust and estate matters.
• Draft and file court pleadings such as Probate petitions, Spousal Property petitions, and Trust Reformation petitions.
• Manage court filings, eFilings, discovery processes, and...