Senior Trust - Sunnyvale - JKZ LLP

    JKZ LLP
    JKZ LLP Sunnyvale

    12 hours ago

    Legal
    Description

    Exemption Status: Hourly Non-Exempt

    Remote Options/Office Hours: Hybrid or Fully In-Office

    Classification: Paralegal

    Summary: The Senior Trusts & Estates Paralegal must have at least five (5) years of recent experience in Trusts & Estates including complex and high net worth estate planning, trust administration and probate. Tax background and understanding is preferable, ideally with knowledge and preparation of Form 706 and Form 709. Litigation experience is also helpful. The Trusts & Estates Paralegal must be able to work independently and, on a team, manage their cases, and be relied on for follow-up and accountability. The Senior Trusts & Estates Paralegal is expected to prepare legal documents, filings, and/or general correspondence with accuracy and adhere to the JKZ formatting guidelines. This position requires that the Senior Trusts & Estates Paralegal be extremely detail-oriented, organized, critical about accuracy, spelling and grammar and possess the ability to prioritize and follow up. This is a very fast-paced environment, and the Senior Trusts & Estates Paralegal must be able to multitask and manage a voluminous caseload. This role requires a self-starter who is willing and open to learning new skills as well as taking initiative and being proactive.

    In addition to the above, the Senior Trusts & Estates Paralegal may be responsible for delegating assignments, mentoring, training, etc. of any legal support personnel in their practice area.

    Direct Reports: N/A

    Essential Duties and Responsibilities, Including but Not Limited To:

    • Performing legal research
    • Preparing trust accountings
    • Preliminary drafting of trusts and memos
    • Drafting documents
    • Calendaring appointments and deadlines
    • Managing and organizing client files as well as keeping client database and document management systems up to date
    • Prepare Forms 706 and 709
    • Maintaining a billable hour requirement

    Requirements:

    Education and Experience

    • At least 5 years' experience working as a Trusts & Estates Paralegal
    • Must have paralegal certificate or equivalent

    Knowledge, Skills & Abilities

    • Bilingual preferred;
    • Proficient in the MS Office Suite with an emphasis on Word, Excel and Outlook;
    • Solid command of English including excellent spelling, grammar, punctuation, form and style;
    • Organized and detail oriented; and
    • Ability to communicate clearly.
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