Paralegal - Trust Administration

Detalles de la oferta

.Gadzo Law, P.C. is a forward-thinking law firm that prides itself on providing exceptional trust and estate administration services. We are committed to excellence, client satisfaction, and maintaining the highest standards of integrity and professionalism. Our team works virtually, offering flexibility and the opportunity to collaborate with top legal professionals across the state. Your Role: As a Paralegal specializing in Trust Administration, you will play a critical role in managing and executing complex trust and estate matters. Your expertise in trust administration, fiduciary accountings, and probate processes will be instrumental in supporting our clients and ensuring their legal needs are met with precision and care. Key Responsibilities: Comprehensive Trust & Estate Administration: Manage all aspects of trust administration, estate administration, and probate matters with the utmost attention to detail and accuracy. Expert Document Preparation: Prepare and file essential legal documents including Probate Petitions, Court Accountings, Trust Accountings, Trust Transfer Deeds, and ancillary county forms. Draft and dispatch notices to the Franchise Tax Board and Department of Health Services. Tax Compliance & Filings: Assist with the preparation and filing of estate tax returns, 706 Forms, 709 Forms, and other necessary documents to ensure compliance with state and federal regulations. Client & Court Interaction: Serve as the main point of contact for clients, courts, attorneys, and county agencies, providing clear and effective communication throughout the administration process. Legal Research & Updates: Conduct thorough legal research and stay current on relevant legal codes and procedures, particularly California Probate Code, Family Code, Welfare & Institutions Code, and Rules of Court. Technology Utilization: Leverage technology, including Microsoft Office Suite 365, Judicial Council Forms, Adobe applications, and potentially Clio Manage, to streamline processes and enhance productivity. Business Formation Assistance: Provide support in business transactions, including LLC and corporate formation, ensuring all necessary legal documentation is prepared and filed correctly. Minimum Requirements: Experienced Professional: You have 8 to 10 years of hands-on experience in trust and estate administration, with a deep understanding of fiduciary accounting, probate processes, and legal document preparation. Detail-Oriented: Your meticulous attention to detail ensures that all documents are accurate and compliant with legal standards. You take pride in delivering error-free work, even under tight deadlines. California Expertise: You possess extensive knowledge of California law, particularly in probate and trust administration. Your familiarity with California's legal codes makes you an invaluable asset to our team


Salario Nominal: A convenir

Fuente: Jobtome_Ppc

Requisitos

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