Paralegal
delagnes linder dueyMillbrae (CA)
$65,000 per year
ApplyParalegal
Posted 2 days ago
delagnes linder dueyMillbrae (CA)
SENIORITY
Senior
SALARY
$65,000 per year
About the role
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DELAGNES, LINDER & DUEY, LLP provided pay rangeThis range is provided by DELAGNES, LINDER & DUEY, LLP. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range$70,000.00/yr - $110,000.00/yr
Direct message the job poster from DELAGNES, LINDER & DUEY, LLP
Delagnes, Linder & Duey, LLP specializes in estate planning, taxation and business transactions. The firm is located in San Francisco’s Financial District.
We are seeking an experienced Paralegal for our Estates and Trusts practice group. This position’s job duties include trust administrations, court supervised administrations, and drafting estate plans. This position requires a willingness to learn, to work independently and expedite projects to completion as well as excellent organization and verbal skills. The ideal candidate will also perform Probate proceedings from commencement through final distribution. The successful candidate will thrive in a fast paced and high-volume environment, be highly organized and detail oriented, and be able to work independently. This is a full-time position and we seek candidates who are committed to the legal profession.
JOB DUTIES:
Assist in the drafting of estate planning and trust administration documents
Gathering asset transfer information, preparation of transfer documents, including but not limited to real estate conveyance documents, stocks and bonds, partnership and corporate interests
Handle California probate court petitions and proceedings such as Heggstad petitions and proceedings
County records research
Maintain client files and prepare materials for client meetings
Prepare and assemble federal estate tax returns and federal gift tax returns
Calendar critical deadlines and meetings
Business entity filings and maintenance in California and Delaware
Preparation of business transaction agreements (buy-sell, independent contractor, release and settlement, leases, assignment of interest, promissory notes and deeds of trust)
Preparation of real estate transaction agreements (purchase sale agreements, deeds, leases)
Legal research
JOB KNOWLEDGE, SKILLS AND ABILITIES
Bachelors Degree and/or paralegal certificate, required
5+ years of experience in probate and trust administration, desired
Tax preparation software experience is preferred
Must have knowledge of the Probate Court process, including but not limited to Probate Code Sections 850 petitions, petitions to approve accountings and spousal property petitions
Familiarity with Probate Code notice requirements and ability to manage calendar notice deadlines
Manage trust and probate administration case matter and deadlines
Determine beneficiaries and persons entitled to notice
Ability to work independently and in a team environment
Ability to handle multiple assignments efficiently and accurately
Advanced proficiency with Office 365, Excel, Word and Adobe
Working knowledge of the real property recordation procedures in San Francisco Bay Area counties
Must be able to work in office 5 days a week
Current Notary Public Commission, required
Interested candidates should submit a cover letter and resume.
Seniority levelSeniority level Not Applicable
Employment typeEmployment type Full-time
Job functionJob function Legal
Industries Legal Services
Referrals increase your chances of interviewing at DELAGNES, LINDER & DUEY, LLP by 2x
Inferred from the description for this jobMedical insurance
401(k)
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