Well established boutique estate planning and trust administration practice in Los Altos has an immediate opening for an experienced full-time Trust/Estate Administration paralegal who is well versed in all aspects of trust/estate administration as well as probates. We are looking for a dedicated individual who is highly motivated, a self-starter, detail oriented, a team player and projects a positive attitude. In a collegial relaxed work environment, our paralegals work closely with attorneys, clients, professional fiduciaries and other support staff and must be able to manage multiple styles and deadlines.

Ideal candidates will have experience with all aspects of the trust and estate administration process, including the following :

• Marshalling, organizing, and analyzing asset information
• Assisting with appraisals and valuation of assets
• Complex administration to include asset allocation strategies and subtrust funding
• Preparation of inventories, asset allocation agreements, and asset transfer documents
• Preparation and filing of court pleadings, Judicial Council forms, Probate petitions, Spousal Property petitions, Heggstad petitions, Trust Reformation and/or Modification Petitions, etc.
• Managing court filing of pleadings, eFilings, discovery and service of documents
• Researching and drafting grant deeds, quitclaim deeds, trust transfer deeds, and supporting real property transfer documents
• Preparation of fiduciary reports and accountings
• Review and preparation of Estate and Gift Tax returns
• Creation and maintenance of physical and electronic client files

Qualifications

• A minimum of three years direct experience in trust/estate administration
• Ability to disseminate information from bank, brokerage, and other financial statements
• Ability to communicate effectively with clients, financial institutions, government agencies and attorneys
• Familiarity with local court rules and procedures
• Ability to work as part of a collaborative team and take direction from attorneys
• Meticulous attention to detail
• Ability to multitask, manage large caseload in a consistent and timely manner, and track and meet deadlines
• Ability to track and report billable hours in a timely manner and meet billable hour expectations
• Proficient with Microsoft Word, Excel, Office, Publisher
• Paralegal Certification from an ABA approved program required

Benefits and Compensation Details:
We believe that our partners and employees are our most important asset. Helping you and your families achieve and maintain good health - physical, emotional, and financial - is the reason we offer a competitive compensation along with a comprehensive paid time off and benefit program to eligible employees under plans such as Medical, Dental, Vision, long-term disability, 401(k) and profit-sharing and employee wellness.

The anticipated range for this position is: $85,000 - $130,000

Depending on the role, the actual base salary offered may depend upon 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, and if applicable, the location from which they will be performing the job.

A discretionary annual bonus for eligible employees may also be available based on performance. Additional information about employee eligibility for benefits and discretionary bonus will be made available upon request to applicants under consideration.

To be considered for this position, please email your resume and salary requirements to Kristy Middleton, Office Manager, at middleton@kramerradin.com

Job Type: Full-time

Pay: $85,000.00 - $130,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Employee discount
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person