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Trust Administration Paralegal

Trust Administration Paralegal

Trust Administration Paralegal

Hopkins & Carley
San Jose, CA 95113

Job details

Job Type

Trust Administration Paralegal

Hopkins & Carley, a well-established law firm with offices in downtown San Jose and in Palo Alto, has an opening for an experienced Trust Administration Paralegal with its Family Wealth & Tax Planning department in its Palo Alto office. This individual must be highly motivated, a self-starter, detail oriented, a team player and project a positive attitude. Ideal candidates will possess excellent organizational, written/verbal communication, and time management skills. Our paralegals work with all of the attorneys in the Family Wealth & Tax Planning department, and as such must be able to manage multiple projects, different work-styles and deadlines, function at a high level, and assume significant responsibility.

Candidate must have a high level of experience with all aspects of large estate trust administration processes including the following:

  • Preparation of Estate Tax Returns (Form 706), basis consistency reporting (Form 8971) and Gift Tax Returns (Form 709)
  • Preparation of post-mortem affidavits, distribution deeds, property tax forms, and related documents for the transfer of real property title
  • A working understanding of the property tax rules related to changes of ownership of California real property
  • Preparation of documents related to the transfer of entity interests, including Form BOE-100
  • Trust asset allocations and sub-trust funding
  • Trust distribution
  • Working with appraisers
  • Probate proceedings (from commencement through final distribution)
  • Heggstad petitions and proceedings

Candidate will work directly with clients and attorneys. Proficiency in Microsoft Word and Excel is required. Bachelor’s degree and paralegal certificate, or declaration, required. Must be a California Notary (or be able to become one).

We offer competitive compensation/benefits and the opportunity to be part of a great team.

Please send your cover letter and resume to

Hopkins & Carley is an equal opportunity employer.

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• Post ID: 21796683

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