Legal Staff Paralegal in Palo Alto, CA

Law Firm

Palo Alto, CA

Legal Staff Paralegal in Palo Alto, CA

Legal Staff

No

This San Jose firm splits its business into four general practice areas: corporate, trusts and estates, commercial litigation, and real estate. Although compensation is below market, the firm genuinely seems dedicated to its attorneys’ professional growth and social development; among other things, the firm’s attorneys enjoy a very solid training program and reasonable billable hour goals. The work environment is very relaxed - the firm has an everyday business casual dress policy and the firm’s partners maintain an “open-door policy.” The firm has also been recognized for its commitment to the growth of Silicon Valley as a community and a cultural center.
Trust Administration Paralegal The candidate must be experienced Trust Administration Paralegal with Family Wealth and Tax Planning department. Must have experience with all aspects of the trust administration process including the following: Preparation of post-mortem affidavits, distribution deeds, property tax forms, and related documents for the transfer of real property title; Preparation of documents related to the transfer of entity interests, including Form BOE-100; Trust asset allocations and sub-trust funding; Trust distribution; Working with appraisers; Probate proceedings (from commencement through final distribution); Heggstad petitions and proceedings. Experience with the preparation of Estate Tax Returns (Form 706), basis consistency reporting (Form 8971) and Gift Tax Returns (Form 709) is required. Proficiency in Microsoft Word and Excel is required. Bachelor's degree and paralegal certificate, or declaration, required. Must be a California Notary (or be able to become one).