Paralegal (Trust, Estates, & Charitable Planning)
Company: Source Pro Search
Location: San Francisco
Posted on: January 26, 2023
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Job Description:
This position will assist attorneys by processing original
documents, preparing binders, notarizing, doing proof of process
and finalizing documents for signature. This role will also provide
support to other paralegals and attorneys in the San Francisco
offices.Primary FunctionsDraft documents including but not limited
to promissory notes, pledge agreements, loan agreements, general
corporate formation documents and other ancillary documentation
involving complex US and foreign trusts and other entities.Provide
basic services related to trusts, corporate entities, domestic and
international tax issues, compliance and disclosure issues,
administration of trusts and estates, and other related
matters.Communicate clearly and professionally with clients and
their advisors, accountants, assistants, banking personnel, and
other attorneys to provide general assistance, answer questions,
provide documentation, and render service in a timely
fashion.Assist with preparing a variety of documents, forms,
charts, letters, etc.Prepare binders, makes copies, enter data,
assemble transaction records and maintain files.Perform database
research and data entry.Assist other paralegals and attorneys with
mailings and filings.Perform other job related duties as
assigned.Specific Skills DesiredStrong preference for a minimum of
5+ years' experience as a tax or trust & estates paralegal, or
experience in a closely related field.Must possess strong technical
skills, including typing, and have an excellent knowledge of
Microsoft Word, Excel and OutlookExperience with iManage/FileSite
(or other document management system), Elite, and Compulaw
preferred but not required.Must possess the ability to multi-task
and work under strict deadlines with strong attention to
detail.Strong communication skills - the ability to express self
effectively, both orally and in writing.Interpersonal skills - the
ability to establish effective working relationships with
colleagues and clients.Ability to work independently when/if
required.EducationBachelor's Degree required, with a preference for
the degree to be in accounting, tax or a related field.Paralegal
Certificate required.
Keywords: Source Pro Search, San Francisco , Paralegal (Trust, Estates, & Charitable Planning), Accounting, Auditing , San Francisco, California
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