What are the responsibilities and job description for the Probate and Trust Paralegal position at Ramsbacher Prokey Leonard LLP?
Ramsbacher Prokey Leonard LLP is a respected boutique firm with a reputation for innovative planning and an eye toward long-term risk management and achieving family goals. We also specialize in business, probate, and trust litigation. Our firm emphasizes a team approach to devise cost-effective solutions to a variety of interconnected matters.
Based in downtown San Jose and Modesto, California, we represent families and businesses statewide in estate, tax, and succession planning, focusing on multigenerational wealth preservation. We also represent clients nationwide in tax matters and in business, real property, and estate and trust litigation.
We strive to be one of the best places to work. Whether starting or growing your career, Ramsbacher Prokey Leonard LLP provides a performance-driven culture and an opportunity for professional achievement in a diverse and inclusive atmosphere.
Responsibilities will include:
- Work on complex probate and trust administrations, from initial petition through final distribution
- Coordinate asset valuation, document preparation, and asset allocation/distribution
- Review and prepare estate and gift tax returns
- Review and prepare of fiduciary accountings
- Organize and maintain files
- Draft petitions, orders, and other pleadings related to probate and trust administration
- Prepare deeds and related real estate documents
- Form and fund legal entities
- 3 - 5 years of experience in trust and estate matters
- Paralegal certificate from an ABA accredited school required
- Bachelor’s degree or equivalent work experience preferred
- Capable of learning to manage advanced trust and estate paralegal tasks with minimal supervision
- Self-motivated with the ability to act independently
- Possess critical thinking skills
- Possess excellent oral and written communication skills
- Advanced knowledge of Word, Excel, Outlook, stock valuation, tax preparation, time entry, and other programs applicable to handling trust and estate matters
- Knowledge of local court procedures
- Time management
- Organizational skills
- Deadline management
- Litigation experience a plus
Excellent salary and benefits.