Delagnes, Linder & Duey, LLP specializes in estate planning, taxation and business transactions. The firm is located in San Francisco’s Financial District.
We are seeking an experienced Paralegal for our Estates and Trusts practice group. This position’s job duties include trust administrations, court supervised administrations, and drafting estate plans. This position requires a willingness to learn, to work independently and expedite projects to completion as well as excellent organization and verbal skills. 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. This is a full-time position and we seek candidates who are committed to the legal profession.
JOB DUTIES
- Assist in the drafting of estate planning and trust administration documents
- Gathering asset transfer information, preparation of transfer documents, including but not limited to real estate conveyance documents, stocks and bonds, partnership and corporate interests
- Handle California probate court petitions and proceedings such as Heggstad petitions and proceedings
- County records research
- Maintain client files and prepare materials for client meetings
- Prepare and assemble federal estate tax returns and federal gift tax returns
- Calendar critical deadlines and meetings
- Business entity filings and maintenance in California and Delaware
- Preparation of business transaction agreements (buy-sell, independent contractor, release and settlement, leases, assignment of interest, promissory notes and deeds of trust)
- Preparation of real estate transaction agreements (purchase sale agreements, deeds, leases)
- Legal research
JOB KNOWLEDGE, SKILLS AND ABILITIES
- Bachelors Degree and/or paralegal certificate, required
- 5+ years of experience in probate and trust administration, desired
- Tax preparation software experience is preferred
- Must have knowledge of the Probate Court process, including but not limited to Probate Code Sections 850 petitions,
- petitions to approve accountings and spousal property 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
- Ability to work independently and in a team environment
- Ability to handle multiple assignments efficiently and accurately
- Advanced proficiency with Office 365, Excel, Word and Adobe
- Working knowledge of the real property recordation procedures in San Francisco Bay Area counties
- Must be able to work in office 5 days a week
- Current Notary Public Commission, required
Interested candidates should submit a cover letter and resume to legal@dldllp.com