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 Required: ABA Approved Paralegal Certificate 5+ years of paralegal experience in a Trusts & Estates Practice Group. Additional qualifications include excellent analytical and organizational abilities, solid communication (both verbal and written) and interpersonal skills, strong computer abilities and initiative. Trusts & Estates litigation experience California Notary (preferred) Preferred: Certification in Estate Planning Computer/Software Knowledge Proficiency in Microsoft Suite, experience with document management system, proficient with Adobe Acrobat and Excel iManage and estate tax return software of any nature. Seniority level Not Applicable Employment type Full-time Job function Legal Industries Law Practice #J-18808-Ljbffr AMS Staffing Inc.