23 days old

Paralegal - Trusts and Estates

San Francisco, CA 94102
Job Description: At Perkins Coie, we look for individuals who are self-motivated, dedicated to providing value and superior service, and above all, have a high degree of integrity and enthusiasm for their work. We have created a company culture that is based on collaboration, devotion to serving our clients, and mutual respect. Perkins Coie is committed to advancing diversity and inclusion both within the firm and throughout our collective communities. Work for one of one of the 100 Best Workplaces in America. Get great health insurance, tuition reimbursement, and paid sabbaticals. GENERAL PURPOSE Perkins Coie is seeking an experienced Trust & Estate Paralegal to join our Personal Planning group. In this position, the paralegal will be working with a team of attorneys and be responsible for administering all aspects of estate and trust administration, including drafting probate court documents, estate inventories, and accountings, and drafting correspondence to beneficiaries. ESSENTIAL FUNCTIONS These are essential functions and primary job duties that incumbents should be able to perform unassisted or after some reasonable training. Handle California trust and estate administrations from start to finish with attorney supervision, including, but not limited to: Assisting in the analysis, calculation, or preparation of asset and gift summaries using Excel, zCalc, and/or NumberCruncher software. Preparing documents related to the transfer of assets, including deeds, notices of withdrawal rights, and assignments. Prepare documents to comply with reporting requirements for change in ownership of California real property. Attend meetings or participate in conference calls with clients. Communicate with CPAs, advisors, and appraisers. Prepare California probate court petitions, including Heggstad petitions, 850 petitions, and petitions to modify irrevocable trusts. Position may also include preparation of gift and estate tax returns as well as forming closely held entities, drafting entity agreements, and assisting with state filings and other ongoing maintenance of entities. (Training will be offered if needed.) SPECIFIC SKILLS REQUIRED Ability to express oneself effectively, both verbally and in writing Ability to handle multiple tasks and concurrent deadlines and communicate the status of projects. Ability to work independently upon receiving assignments. The ideal candidate must have a strong work ethic, be a self-starter, and operate with strong initiative to meet billable requirements. Possess a client-focused approach to work and be able to handle multiple assignments efficiently. SPECIFIC SKILLS PREFERRED Advanced proficiency in Microsoft Word, Excel, and PowerPoint. Experience with probate and trust administration matters. Experience preparing gift and estate tax returns. Ability to analyze and organize data for presentation to clients. Works well under pressure and have the flexibility to assist teams in meeting client demands on accelerated schedules. EDUCATION AND EXPERIENCE Bachelors degree and at least two years recent experience in probate and trust administration in a law firm or equivalent preferred. Recent experience with tax preparation software is preferred. This position may be filled in the following areas, the compensation range in these areas is listed below and depend on qualification and experience. Perkins Coie may provide a discretionary bonus annually and information regarding benefits can be found here. Bay Area compensation range: $78,710 to $ 157,420 annually Los Angeles compensation range: $71,820 to $143,630 annually San Diego compensation range: $70,900 to $141,810 annually Perkins Coie understands your career is about choices, not trade-offs. We're dedicated to providing an atmosphere that encourages you to pursue your definition of success. Click HERE to learn more. Please click HERE for more information. Perkins Coie is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, age, national origin, veteran status, marital status, sexual orientation, gender identity, disability or any other category prohibited by local, state or federal law. This policy applies to all aspects of employment, including recruitment, placement, promotion, transfer, demotion, compensation, benefits, social and recreational activities and termination. Learn more HERE Read the full 2022 report HERE Learn more HERE Learn more HERE Learn More HERE
Posted: 2023-02-28 Expires: 2023-03-31

Perkins Coie understands your career is about choices, not trade-offs. Named one of the country's "100 Best Places to Work For" by FORTUNE magazine for 13 consecutive years, we provide an exceptional foundation on which to continue or expand your practice. During the past three years, we have hired more than 200 lateral attorneys firmwide at all experience levels. Our attorneys have broad and diverse backgrounds both within and outside the practice of law. By focusing on outstanding client service, superior legal work and generous pro bono and community involvement opportunities, we're dedicated to providing an atmosphere that encourages you to pursue your definition of success--both inside and outside the office.

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Paralegal - Trusts and Estates

Perkins Coie LLP
San Francisco, CA 94102

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