Probate and Trust Paralegal

Job Description Ramsbacher Prokey Leonard LLP is a respected boutique firm with a reputation for innovative planning and an eye toward long-term risk management and achieving family goals. We also specialize in business, probate, and trust litigation. Our firm emphasizes a team approach to devise cost-effective solutions to a variety of interconnected matters.Based in downtown San Jose and Modesto, California, we represent families and businesses statewide in estate, tax, and succession planning, focusing on multigenerational wealth preservation. We also represent clients nationwide in tax matters and in business, real property, and estate and trust litigation.We strive to be one of the best places to work. Whether starting or growing your career, Ramsbacher Prokey Leonard LLP provides a performance-driven culture and an opportunity for professional achievement in a diverse and inclusive atmosphere.Responsibilities will include:Work on complex probate and trust administrations, from initial petition through final distributionCoordinate asset valuation, document preparation, and asset allocation/distributionReview and prepare estate and gift tax returnsReview and prepare of fiduciary accountingsOrganize and maintain filesDraft petitions, orders, and other pleadings related to probate and trust administrationPrepare deeds and related real estate documentsForm and fund legal entitiesRequirements3 - 5 years of experience in trust and estate mattersParalegal certificate from an ABA accredited school requiredBachelor's degree or equivalent work experience preferredCapable of learning to manage advanced trust and estate paralegal tasks with minimal supervisionSelf-motivated with the ability to act independentlyPossess critical thinking skillsPossess excellent oral and written communication skillsAdvanced knowledge of Word, Excel, Outlook, stock valuation, tax preparation, time entry, and other programs applicable to handling trust and estate mattersKnowledge of local court proceduresTime managementOrganizational skillsDeadline managementLitigation experience a plusBenefitsExcellent salary and benefits.