Paralegal

Burlingame, California

Post Date: 12/11/2017 Job ID: 1304 Job Category: Legal

Paralegal

Industry: Estate and Trusts

Status: Full-Time Employee

Location: 350 Primrose Road, Burlingame, California 94010

 

COMPANY PROFILE:
  • Premier California wealth advisory firm - delivering sophisticated counsel to high net-worth individuals and prominent Silicon Valley corporations
  • Experts in personal wealth planning, trust and estate matters, and fiduciary management
  • Recognition of multiple Partners and Associates in the Northern California Super Lawyers list

 

FEATURES AND BENEFITS:
  • Located in the heart of the Peninsula which allows for you to serve in leadership roles throughout the community and engage in a variety of non-profit and professional organizations
  • Emphasis on mentorship – it’ s a great place to both grow your career and to mentor others
  • Many perks offered such as 401k, medical, dental, vision, life and more

 

THE ROLE YOU WILL PLAY:
  • This is an opportunity to assist attorneys in working with accountants,  financial planners, and the court
  • You will have the chance to communicate with clients, trustees and family members, and beneficiaries
  • You will prepare deeds, asset spreadsheets, probate pleadings, and federal estate tax returns
  • You will be responsible for trust and probate administration
  • You will draft correspondence and legal documents

 

BACKGROUND PROFILE:
  • 2+ years of experience as a trust & estate paralegal
  • Exposure to iManage, Adobe Acrobat and MacPac
  • Working knowledge of  Probate process and rules, use of judicial council forms
  • Bachelor’ s Degree and Paralegal Certification

 

ABOUT ABA SEARCH:

At ABA Search, we value professionalism, honesty, and hard work. We’ re positive, innovative thinkers, and we use creativity to turn challenges into opportunities. We love to learn, and we continuously seek new ways to deepen our expertise. We’ re energized by the legal industry, passionate about staffing, and committed to the success of our clients and candidates. That' s what makes us “ the name to know in recruitment.”

Gina Tocchini


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