Legal Staff Paralegal in San Francisco, CA

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Law Firm

San Francisco, CA

Legal Staff Paralegal in San Francisco, CA

Legal Staff

No

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Paralegal (Trust, Estates, & Charitable Planning) The candidate will assist attorneys by processing original documents, preparing binders, notarizing, doing proof of process and finalizing documents for signature. Provide support to other paralegals and attorneys in the San Francisco offices. Draft documents including but not limited to promissory notes, pledge agreements, loan agreements, general corporate formation documents and other ancillary documentation involving complex US and foreign trusts and other entities. Provide basic services related to trusts, corporate entities, domestic and international tax issues, compliance and disclosure issues, administration of trusts and estates, and other related matters. Communicate clearly and professionally with clients and their advisors, accountants, assistants, banking personnel, and other attorneys to provide general assistance, answer questions, provide documentation, and render service in a timely fashion. Assist with preparing a variety of documents, forms, charts, letters, etc.. Prepare binders, makes copies, enter data, assemble transaction records and maintain files. Perform database research and data entry. Assist other paralegals and attorneys with mailings and filings. Perform other job related duties as assigned. Bachelor's Degree is required, with a preference for the degree to be in accounting, tax or a related field. Should preferably have 2+ years of experience as a tax or trust & estates paralegal, or experience in a closely related field. Paralegal Certificate is required.

Mar 28, 2022
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