Trust and Estate Paralegal, Robert Half

Robert Half

Location:
United States, Oakland

Category:
Legal

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The primary function of this role is to provide legal services in the field of estate planning and trust administration.

Job Responsibility:

Facilitate client communication and ensure their inquiries are resolved effectively
Draft, review, and assist in the preparation of legal documents related to estate planning and trust administration
Analyze financial records, discern trust and non-trust assets, and determine the title and character of assets
Handle probate court petitions and proceedings, such as Heggstad petitions
Assist with the process of trust funding and the preparation of documents to facilitate the same
Manage the recordation of deeds along with the transfer documents
Oversee the maintenance of client files and ensure materials are ready for client meetings
Take responsibility for the preparation and assembly of federal estate tax returns
Ensure critical deadlines and meetings are calendared effectively
Perform additional job duties as assigned, adhering to the rules and regulations of the corporate trust and estate law

Requirements:

Must hold a detail-oriented qualification in law with specialization in corporate trust
Proven experience in handling charitable remainder trusts is essential
Demonstrable skills in estate planning and estate law are mandatory
Proficiency in estate tax calculations and estate tax return filing is required
Experience in handling probate cases is a must
Familiarity with probate and estate administration is necessary
A thorough understanding of probate law is expected
Must hold a Notary Public certification or similar credentials

What we offer:

medical
vision
dental
life and disability insurance
401(k) plan

Additional Information:

Job Posted:
March 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Trust and Estate Paralegal