5 jobs found for

Trust Administration Paralegal Jobs in Burlingame

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  • Legal Staff Paralegal in Palo Alto, CA

    Palo Alto, CA

    Type: Full Time | Posted Date: Jun 17, 2024

    SUMMARY: Trust Administration Paralegal The candidate must be experienced Trust Administration Paralegal with Family Wealth and Tax Planning department. Must have experience with all aspects of the trust administration process including the following: Preparation of post-mortem affidavits, distribution deed...

  • Legal Staff Paralegal in Oakland, CA

    Oakland, CA

    Type: Full Time | Posted Date: Jun 06, 2024

    SUMMARY: Trust and Estates Paralegal The candidate will assist in drafting of estate planning and trust administration documents. Will prepare asset lists, analyze bank and business records, identify trust and non-trust assets, and identify title and character of assets. Meet and communicate with clients an...

  • Legal Staff Paralegal in San Francisco, CA

    San Francisco, CA

    Type: Full Time | Posted Date: May 29, 2024

    SUMMARY: Junior Trusts & Estates Paralegal The candidate will draft 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 s...

  • Legal Staff Paralegal in Burlingame, CA

    Burlingame, CA

    Type: Full Time | Posted Date: Apr 26, 2024

    SUMMARY: Trust and Estates Paralegal The candidate will work in the area of trust and estate administration. Responsibilities include: all facets of trust and probate administration, including meeting with clients, trustees and family members; communicating with beneficiaries; drafting correspondence and le...

  • Legal Staff Paralegal in San Francisco, CA

    San Francisco, CA

    Type: Part Time | Posted Date: Apr 02, 2024

    SUMMARY: Job Title: Part-Time Trusts and Estates Administrative Assistant at Law Firm in San Francisco Salary: $18- $23/hour, commensurate with experience Experience: Previous experience in a legal office setting is essential Introduction to Company Briefly is a support organization that professional...