ESSENTIAL JOB DUTIES

• Ability to assist in drafting of estate planning and trust administration documents;
• Prior experience preparing asset lists, analyzing bank and business records, identifying trust and non-trust assets, and identifying title and character of assets
• Ability to meet and communicate with clients and client advisors
• Experience assisting clients with trust funding and preparing documents to facilitate same, recordation of deeds with accompanying transfer documents;
• Ability to prepare and assemble federal estate tax returns; and
• .Knowledge of Probate Court process including court filings, including for example, petitions for instructions, Probate Code Sections 850 petitions, petitions to approve accountings, and objections and replies to petitions;
• Familiarity with Probate Code notice requirements and ability to manage calendar notice deadlines;
• Managing trust and probate administration case matter and deadlines;
• Determining beneficiaries and persons entitled to notice; and
• Knowledge of court-supervised procedures to transfer property without probate (including spousal property petitions, Heggstad petitions, and affidavits regarding real property of small value).
• Calendar critical deadlines and meetings in Compulaw

EDUCATION

• High School Diploma, required
• Bachelor’s Degree, required
• Paralegal Certificate, required

SKILLS

• Must have 3+ years as a paralegal in estate planning
• Knowledge of Microsoft Office Suite
• Excellent verbal and written communication skills
• Ability to work independently and meet deadlines
• Flexibility to adapt quickly to changing priorities
• Ability to interact professionally with individual across all organizational levels

Interested candidates should send a cover letter, resume, and salary requirements to hr@donahue.com, and please reference Trust and Estates Paralegal in the subject line of your e-mail.

DF LLP is an Equal Opportunity Employer.