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Trust and Estates Paralegal
Job
Robert Half
Burlingame, CA (In Person)
Full-Time
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Job Description
Our client, a well-established law firm in Burlingame, is seeking an experienced Trust & Estate Paralegal to support its sophisticated trust administration and probate practice serving high-net-worth individuals and families on a contract-to-hire basis.. This is a highly substantive, client-facing opportunity for a paralegal who enjoys managing complex trust and estate matters from inception through final distribution while working closely with attorneys, clients, trustees, beneficiaries, and outside advisors.
Meet with clients, trustees, beneficiaries, and family members while serving as a primary point of contact throughout the administration process.
Coordinate with accountants, financial advisors, fiduciaries, and other professional advisors to facilitate trust and estate matters.
Draft correspondence, deeds, probate pleadings, trust administration documents, and other estate planning and probate-related documents.
Prepare asset inventories, estate accountings, final allocation schedules, and distribution documentation.
Assist with the preparation of federal estate tax returns (Form 706) and federal gift tax returns (Form 709).Review bank statements, financial records, and estate assets to support trust administration and probate proceedings.
Maintain organized client files, notarize documents as needed, and ensure matters progress efficiently while delivering exceptional client service.
What You'll Be Doing:
Support attorneys with all aspects of sophisticated trust administration, probate matters, and estate administration for high-net-worth individuals and families.Meet with clients, trustees, beneficiaries, and family members while serving as a primary point of contact throughout the administration process.
Coordinate with accountants, financial advisors, fiduciaries, and other professional advisors to facilitate trust and estate matters.
Draft correspondence, deeds, probate pleadings, trust administration documents, and other estate planning and probate-related documents.
Prepare asset inventories, estate accountings, final allocation schedules, and distribution documentation.
Assist with the preparation of federal estate tax returns (Form 706) and federal gift tax returns (Form 709).Review bank statements, financial records, and estate assets to support trust administration and probate proceedings.
Maintain organized client files, notarize documents as needed, and ensure matters progress efficiently while delivering exceptional client service.