2 paralegal jobs found in Los Altos

We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This position requires a motivated and meticulous individual who thrives in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries, and support staff, managing complex cases and meeting deadlines with precision. Responsibilities: • Organize and analyze asset information to support trust and estate administration processes. • Assist in appraising and valuing assets, including strategies for asset allocation and subtrust funding. • Prepare inventories, asset allocation agreements, and transfer documents for trust and estate matters. • Draft and file court pleadings such as Probate petitions, Spousal Property petitions, and Trust Reformation petitions. • Manage court filings, eFilings, discovery processes, and service of legal documents. •...

We are looking for a dedicated and detail-oriented Attorney to join our team in Los Altos, California. In this role, you will contribute to a well-established estate planning and trust administration practice, collaborating in a supportive and attentive environment. The ideal candidate is motivated, organized, and skilled in handling complex legal matters with precision and care. Responsibilities: • Draft and file legal petitions related to probate administration, conservatorships, and trust modifications, including Spousal Property petitions and Heggstad petitions. • Prepare detailed fiduciary reports and accountings with accuracy and thoroughness. • Manage discovery processes and ensure deadlines are consistently met. • Communicate effectively with clients, court personnel, financial institutions, and government agencies to provide legal guidance and updates. • Collaborate with attorneys, paralegals, and support staff to ensure seamless workflow and case management. • Track and...