Employer Sponsored Job (Free to apply to)
Trusts & Estates Paralegal
Donahue Fitzgerald, a mid-sized full-service law firm, is seeking an experienced Paralegal for our Trusts and Estates practice group in our Oakland office. This position is primarily for trust administrations, court supervised administrations, and the drafting of estate plans. The successful candidate must thrive in a fast pace and high volume environment, be highly organized and detail oriented, and be able to work independently.
Under the direct supervision of an attorney, this position will:
Assist in the drafting of estate planning and trust administration documents;
Prepare asset lists, analyze bank and business records, identify trust and non-trust assets, and identify title and character of assets;
Meet and communicate with clients and client advisors;
Assist clients with trust funding and preparing documents to facilitate same, recordation of deeds with accompanying transfer documents;
Maintain client files and prepare materials for client meetings;
Prepare and assemble federal estate tax returns; and
Calendar critical deadlines and meetings.
In addition, probate court experience is required as the position will require initiating and handling probate cases, or other proceedings concerning the administration of estates/trusts, from inception to conclusion.
Knowledge of Probate Court process including court filings, including for example, petitions for instructions, Probate Code Sections 850 petitions, petitions to approve accountings, and objections and replies to petitions.
Familiarity with Probate Code notice requirements and ability to manage calendar notice deadlines.
Managing trust and probate administration case matter and deadlines.
Determining beneficiaries and persons entitled to notice
Knowledge of court-supervised procedures to transfer property without probate (including spousal property petitions, Heggstad petitions, and affidavits regarding real property of small value)
The ideal candidate will have a bachelor’s degree and a minimum of seven (7) years’ experience as a paralegal in estate planning, and will be proficient in the suite of Microsoft Office products, including the use of a calendaring program. Qualified candidates will meet the requirements of California Business and Professions Code §§ 6450-6456.
For more information about Donahue Fitzgerald LLP, please visit our website Along with your resume and cover letter.
Donahue Fitzgerald is an Equal Opportunity Employer.
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Donahue Fitzgerald LLP provides its clients a full range of civil legal services across a broad spectrum of areas and expertise. Our clients range from individuals, sole proprietorships, closely held businesses to multinational Fortune 500 corporations, and include some of the country’s most prominent technology companies and retailers.