Paralegal (Private Client Services)

Duane Morris Llp-posted 10 months ago
$80,000 - $90,000/Yr
Full-time • Mid Level
San Diego, CA
Professional, Scientific, and Technical Services
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Duane Morris is seeking an experienced Trust & Estate Paralegal to join our Private Client Services group. In this position, the paralegal will be working with a team of attorneys in connection with all aspects of estate and trust administration. This is a client-facing role so a strong candidate will have excellent interpersonal skills.

  • Serve as the primary point of contact for trustees and executors during the administration process.
  • Prepare trust and estate administration documents for attorney review including petitions, notices, certifications of trust, application for employer identification numbers, allocation schedules, asset transfer documents, and various correspondence.
  • Manage the docket for trust and estate administration cases including ensuring deadlines are calendared and met.
  • Prepare tax-related documents for attorney review including estate tax returns and gift tax returns.
  • Interface with ancillary professionals such as CPAs, financial advisors, and appraisers.
  • Prepare documents related to closely held entities, assist with state filings, and assist with ongoing maintenance of entities.
  • 5+ years of paralegal experience in a Trusts & Estates Practice Group.
  • Excellent analytical and organizational abilities.
  • Solid communication (both verbal and written) and interpersonal skills.
  • Strong computer abilities and initiative.
  • ABA Approved Paralegal Certificate.
  • Trusts & Estates litigation experience.
  • California Notary.
  • Bachelor's Degree.
  • Certification in Estate Planning.
  • Experience with iManage and estate tax return software.
  • Comprehensive Healthcare, Dental, Vision, and Prescription Plans
  • Commuter, HSA and FSA Spending Accounts
  • Short-term and Long-term Disability and Life Insurance Coverage
  • 401k and Pension Plans
  • Up to 27 PTO Days, 11 Paid Holidays
  • Employee Referral Bonus ($3,000.00)
  • Professional Development Training
  • Fertility Support Benefits
  • Back-Up (Family) Care Advantage and Employee Assistance Program
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