Trust Administration Paralegal

Hopkins & Carley, a well-established law firm with offices in downtown San Jose and in Redwood Shores, has an opening for an experienced Trust Administration Paralegal with its Family Wealth & Tax Planning department in its Redwood City 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 HR@hopkinscarley.com

Hopkins & Carley is an equal opportunity employer.