Estate Paralegal

- Starting Salary Targeting $85K-$125K

- Bonus

- No billable hours requirement

- Flex schedule

- Medical, Dental, and Vision Insurance

- Comprehensive professional development programs

- Hybrid in Oakland after successful onboarding period

- PTO

- 401K

- Commuter benefits

- 5+ years as a proficient paralegal specializing in probate and trust administration, expertly navigating California Probate Court processes and intricate notice requirements.

- Exceptional proficiency in drafting a wide array of estate planning and trust administration documents, including meticulous preparation of asset lists, financial record analysis, and detailed identification of asset character and title.

- Skilled in handling various California probate court petitions and proceedings, such as Probate Code Section 850 petitions, petitions to approve accountings, and Heggstad petitions.

- Adept at managing trust and probate administration matters and deadlines, including determining beneficiaries and ensuring proper notification.

- Experienced in assisting clients with trust funding, preparing necessary transfer documents, and recording deeds, while maintaining meticulous client files.

- Licensed Notary Public preferred.