Probate And Trust Paralegal

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
3 - 5 years of experience in trust and estate matters
Paralegal certificate from an ABA accredited school required
Bachelor’s degree or equivalent work experience preferred
Capable of learning to manage advanced trust and estate paralegal tasks with minimal supervision
Self-motivated with the ability to act independently
Possess critical thinking skills
Possess excellent oral and written communication skills
Advanced knowledge of Word, Excel, Outlook, stock valuation, tax preparation, time entry, and other programs applicable to handling trust and estate matters
Knowledge of local court procedures
Time managementOrganizational skills
Deadline management
Litigation experience a plus
Benefits
Excellent salary and benefits.