Job description

Donahue Fitzgerald LLP provides its clients a full range of civil legal services across a broad spectrum of areas and expertise. Our clients range from individuals, sole proprietorships, closely held businesses to multinational Fortune 500 corporations, and include some of the country’s most prominent technology companies and retailers.

We are seeking an experienced Paralegal for our Estates and Trusts practice group in our Oakland office. This position's job duties include trust administrations, court supervised administrations, and drafting estate plans. The ideal candidate will also perform Probate proceedings from commencement through final distribution. The successful candidate will thrive in a fast paced and high volume environment, be highly organized and detail oriented, and be able to work independently.

Job Duties

Under the direct supervision of attorney, this position will:

• Assist in the drafting of estate planning and trust administration documents;
• Prepare asset lists, analyze bank and business records, identify trust and non-trust assets, and identify title and character of assets;
• Handle California probate court petitions and proceedings such as Heggstad petitions and proceedings;
• Meet and communicate with clients and client advisors;
• Assist clients with trust funding and preparing documents to facilitate same, recordation of deeds with accompanying transfer documents;
• Maintain client files and prepare materials for client meetings;
• Prepare and assemble federal estate tax returns; and
• Calendar critical deadlines and meetings
• Addditonal job duties as assigned

JOB KNOWLEDGE, SKILLS AND ABILITIES

• Bachelors's Degree and/or paralegal certificate, required
• 5+ years of experience in probate and trust adminsitration, desired
• Tax preparation software experience is preferred
• Must have knowledge of the 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
• Manage trust and probate administration case matter and deadlines
• Determine beneficiaries and persons entitled to notice
• Knowledge of court-supervised procedures to transfer property without probate (including spousal property petitions, Heggstad petitions, and affidavits regarding real property of small value)
• Ability to work independently and in a team environment
• Ability to handle mutliple assignments efficiently and accurately
• Advanced proficieincy with Office 365, Excel, Word and PowerPoint

Qualified candidates should submit their resume with a cover letterr and salar.y requirement.

The salary range for this position is $65,000 - $127,000 - The actual base salary offered will depend on a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held.

Donahue Fitzgerald is an Equal Opportunity Employer

Donahue Fitzgerald has a policy requiring all new hires to receive the Covid-19 vaccine. Proof of vaccination will be required as a condition of employment. Donahue will continue to comply with applicable laws regarding the reasonable accommodation of individuals with disabilities/and or strongly held religious beliefs.

Job Type: Full-time

Pay: $65,000.00 - $127,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Schedule:

• 8 hour shift
• Overtime

Travel requirement:

• No travel

Education:

• Bachelor's (Required)

Experience:

• Wills, trusts, & estate law: 3 years (Required)

Work Location: In person

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