Paralegal - (Palo Alto, CA)

ParalegalThe applicant will work for several busy trusts and estates attorneys, and will be asked to perform, among others, the following duties: Review estate planning documents and summarize material terms. Prepare trustee notifications and determine notice qualifications. Prepare asset lists with date of death values, identify trust and non-trust assets and character and title of assets. Prepare trust allocations and assist in implementing transfers to sub-trusts. Prepare real estate conveyance documents (deeds, PCORs, Prop 58 claims, affidavits of death, change in real property owner forms, etc.). Prepare probate forms, petitions, inventories, orders, etc. Draft non-judicial counsel pleadings, such as Heggstad petitions, petitions for instructions, etc., and notices of proposed action. Participate in client meetings. Track progress of matters from beginning to end. Draft correspondence.