Trust and Estate Administration Paralegal

Company
Copenbarger & Copenbarger LLP
City
San Jose
State
CA
Salary Range
Starting at $60,000

Qualifications

  • Trust and Estate: 5 years (Required)
  • English (Required)
  • Paralegal Certificate (Required)
  • US work authorization (Required)
  • High school or equivalent (Preferred)

About us

Copenbarger & Copenbarger LLP. is a company in LEGAL in San Jose, CA. We are bold, supportive, customer-centric and our goal is to help families build lasting legacies that can make a positive impact on the world.

Our work environment includes:

  • Modern office setting
  • Lively atmosphere
  • Flexible working hours
  • Work-from-home days
  • Wellness programs
  • Growth opportunities

Trust & Estates Paralegal

Established small-sized law firm in San Jose seeks full-time, experienced trust administration & estate administration, paralegal. The successful candidate will have 7+ years of trust administration & estate administration law experience and must be well versed in general trust & estate accounts, conservatorships, as well as the entire administration process.

Responsibilities include: administration of wills and trusts; preparing probate administration documents, conservatorship administration documents, estate administration documents, and accounts; Gathering, inventorying, which includes identifying and valuing of assets; distribution, allocation and funding of sub-trusts; Drafting of court documents (such as 850 petitions & 17200 petitions); Legal research; Communication with clients and attorney.

The position requires excellent organization, computer skills, and math. Must be detail-oriented, able to work directly with clients, a self-starter who is able to meet deadlines, and works well both independently and as part of a team.

Additional responsibilities for the successful candidate include preparation and review of accounts; review of estate tax returns, and review of federal and state fiduciary income tax returns.

College degree a plus – Paralegal certificate mandatory.

Excellent work environment and competitive compensation.

Qualified candidates are encouraged to apply for immediate consideration.

Please send résumé with cover letters and salary requirements.

Job Type: Full-time

Job Types: Full-time, Part-time

Pay: From $60,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Paid time off
  • Parental leave
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Vision insurance

Schedule:

  • 8 hour shift

Ability to commute/relocate:

  • San Jose, CA: Reliably commute or planning to relocate before starting work (Required)

Education:

  • High school or equivalent (Preferred)

Experience:

  • Trust and Estate: 5 years (Required)

Language:

  • English (Required)

License/Certification:

  • Paralegal Certificate (Required)

Willingness to travel:

  • 25% (Preferred)

Job Posted 12/8/2021