Probate and Trust Paralegal

Ramsbacher Prokey Leonard LLPModesto, CA

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Overview

Schedule

Full-time

Career level

Senior-level

Benefits

Paid Vacation

Job Description

Ramsbacher Prokey Leonard LLP is a respected boutique firm with a reputation for innovative planning and an eye toward long-term risk management and achieving family goals. We also specialize in business, probate, and trust litigation. Our firm emphasizes a team approach to devise cost-effective solutions to a variety of interconnected matters.

Based in downtown San Jose and Modesto, California, we represent families and businesses statewide in estate, tax, and succession planning, focusing on multigenerational wealth preservation. We also represent clients nationwide in tax matters and in business, real property, and estate and trust litigation.

We strive to be one of the best places to work. Whether starting or growing your career, Ramsbacher Prokey Leonard LLP provides a performance-driven culture and an opportunity for professional achievement in a diverse and inclusive atmosphere.

Responsibilities will include:

Work on complex probate and trust administrations, from initial petition through final distribution
Coordinate asset valuation, document preparation, and asset allocation/distribution
Review and prepare estate and gift tax returns
Review and prepare of fiduciary accountings
Organize and maintain files
Draft petitions, orders, and other pleadings related to probate and trust administration
Prepare deeds and related real estate documents
Form and fund legal entities

Requirements

3 - 5 years of experience in trust and estate matters
Paralegal certificate from an ABA accredited school required
Bachelor’s degree or equivalent work experience preferred
Capable of learning to manage advanced trust and estate paralegal tasks with minimal supervision
Self-motivated with the ability to act independently
Possess critical thinking skills
Possess excellent oral and written communication skills
Advanced knowledge of Word, Excel, Outlook, stock valuation, tax preparation, time entry, and other programs applicable to handling trust and estate matters
Knowledge of local court procedures
Time management
Litigation experience a plus

Benefits

Excellent salary and benefits.

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FAQs About Probate and Trust Paralegal Jobs at Ramsbacher Prokey Leonard LLP

What is the work location for this position at Ramsbacher Prokey Leonard LLP?

This job at Ramsbacher Prokey Leonard LLP is located in Modesto, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Ramsbacher Prokey Leonard LLP?

Employer has not shared pay details for this role.

What employment applies to this position at Ramsbacher Prokey Leonard LLP?

Ramsbacher Prokey Leonard LLP lists this role as a Full-time position.

What experience level is required for this role at Ramsbacher Prokey Leonard LLP?

Ramsbacher Prokey Leonard LLP is looking for a candidate with "Senior-level" experience level.

What is the process to apply for this position at Ramsbacher Prokey Leonard LLP?

You can apply for this role at Ramsbacher Prokey Leonard LLP either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.