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Ramsbacher Prokey Leonard LLP · 5 months ago

Probate and Trust Paralegal

Modesto, CA

Full-time

Onsite

Mid Level

$70K/yr - $85K/yr

3+ years exp

Ramsbacher Prokey Leonard LLP is a respected boutique firm specializing in innovative planning and risk management for families and businesses. They are seeking a Probate and Trust Paralegal to work on complex probate and trust administrations, coordinate asset valuation, and prepare estate and gift tax returns.

Law Practice

Responsibilities

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

Qualification

TrustEstate experienceParalegal certificateAdvanced knowledge of WordTax preparationCourt proceduresCritical thinkingCommunicationDeadline managementLitigation experienceSelf-motivatedTime managementOrganizational skills

Required

3 - 5 years of experience in trust and estate matters

Paralegal certificate from an ABA accredited school required

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 management

Organizational skills

Deadline management

Preferred

Bachelor's degree or equivalent work experience preferred

Litigation experience a plus

Benefits

Excellent salary and benefits.

Company

Ramsbacher Prokey Leonard LLP

Ramsbacher Prokey Leonard LLP is a boutique law firm located in downtown San Jose, focusing on several complementary practice areas, including: estate planning, family wealth planning, business planning and management succession, trust and estate administration, trust and estate dispute resolution, and tax controversy and litigation.

San Jose, CA, US

11-50 employees

http://www.rpllawfirm.com

Funding

Current Stage

Early Stage

Leadership Team

John Prokey

Partner

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