Trust & Estates Paralegal

Palo Alto, California

Post Date: 08/07/2017 Job ID: 1222 Job Category: Legal

Trusts & Estates Paralegal

Industry: Mid-sized Law Firm

Location: US-CA-San Jose

Status: Full-Time Employee

 

COMPANY PROFILE:
  • Well established Silicon Valley office founded several decades ago
  • Advises clients on a wide range of corporate law, business litigation, intellectual property, real estate, employment, family wealth and tax planning, and creditors’ rights
  • Attorney 2016 Nominee for ’ 40 under 40’
  • Received a Silver Award for being a Family-Friendly Workplace by Santa Clara County

 

FEATURES AND BENEFITS:
  • Paid holidays, generous PTO plan, and paid parental leave
  • 401(k) and Profit Sharing Plans
  • Medical, Dental and Vision, life insurance and long-term disability insurance Plans
  • Flexible Spending Accounts (FSA)
  • Matching Charitable Gifts Program
  • Community Service Benefit
  • Wellness Benefits
  • Paid Monthly Parking or Public Transportation Stipend
  • Section 529 College Savings Plan
  • Bonus Plan
  • Business Casual Dress Environment

THE ROLE YOU WILL PLAY:

 
  • This is an opportunity to work alongside Silicon Valley’ s leading trust and estate practitioners
  • You will have experience with all aspects of estate planning from intake through the drafting and execution of documents
  • The ability to prepare Wills, Powers of Attorney, Advance Health Care Directives, Revocable Trusts & Irrevocable Trusts, Deeds, and Trust Funding  
  • The Ability to process trust asset allocations, sub-trust funding, Affidavits, Heggstad proceedings, and Probate proceedings.

BACKGROUND PROFILE:
  • Expertise in Estate Planning
  • 3+ years of experience in Estate Planning
  • Exposure to drafting and executing of documents with all aspects of the estate planning process
  • Working knowledge of the Trust and Estate-Administration process
  • BA or paralegal certificate preferred

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.”

 

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