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Preparation of gift and estate tax returns
Managing a variety of Probate Division cases, including probate cases, trust petitions, and occasional guardianship and conservatorship matters, from start to finish
Calendaring cases and advise attorneys of upcoming deadlines, etc.
Handling post-mortem administration issues, including required notices, real estate filings, etc.
Handling occasional trust & will drafting as needed
Qualifications
Bachelors degree
California notary license, preferred
Thorough knowledge of the following: probate administration and documentation, trust administration and documentation, and preparation or supervision of accountings
Experience with 706 & 709 preparation, probate division case filing and management, trust and will drafting, and trust funding and asset management, is preferred
Proficiency in Microsoft Office suite, especially Word and Excel
Outstanding organizational, administrative, and communication (oral and written) skills
Possess high attention to detail, a strong work ethic and is self-motivated
Demonstrate ability to prioritize, meet deadlines, efficiently multi-task and produce a high-end work product in a fast-paced environment;
Team-oriented mindset
Handle confidential and sensitive information with the appropriate discretion, and,
Ability and willingness to work overtime and travel
