Trusts & Estates Paralegal. Job in Oakland WestCoast-Jobs

  • Job Reference: 462859113-2
  • Date Posted: 2 January 2022
  • Recruiter: Wendel Rosen LLP
  • Location: Oakland, California
  • Salary: On Application
  • Sector: Legal
  • Job Type: Permanent

Job Description

Wendel Rosen LLP, a mid-sized law firm with its primary office located in Oakland, right above the 12th Street BART station, seeks an experienced Trusts & Estates Paralegal to provide support to attorneys in the Trusts & Estates practice group.


Job responsibilities include assisting with all aspects of trust administration, probate and related court proceedings, including communicating with clients and beneficiaries; and preparation of deeds, asset spreadsheets, federal estate tax returns, gift tax returns, correspondence and other legal documents.


Required qualifications:

· Minimum 3 years Trust & Estates Paralegal experience

· Excellent written and verbal communication skills

· Extremely detail-oriented and organized

· Critical thinker with excellent problem-solving and analytical skills

· Proactive with the ability to anticipate what needs to happen next

· Proficiency in Word, Excel, and Outlook

· Must be comfortable multitasking

· Knowledge of the probate process and rules and use of judicial council forms

· Ability to work in a team, as well as working individually with minimum supervision

· Exhibit a high level of discretion in handling confidential and sensitive client information

Ideal candidates will have:

· Four-year college degree

· Paralegal certificate from an ABA approved program

· California Notary license or willingness to become a Notary



In addition to a highly-skilled group of attorneys, we offer a congenial work environment and excellent benefits. If you would like to join our team, please send your resume and cover letter to .


For more information about our firm, please visit . No phone calls please. Principal parties only. Thank you.