Donahue Fitzgerald LLP provides its clients a full range of civil legal services across a broad spectrum of areas and expertise. Our clients range from individuals, sole proprietorships, closely held businesses to multinational Fortune 500 corporations, and include some of the country’s most prominent technology companies and retailers. We are seeking an experienced Paralegal for our Trusts & Estates practice group in our Oakland office. This position’s job duties include trust administrations, court supervised administrations, and drafting estate plans. The ideal candidate will also perform Probate proceedings from commencement through final distribution. The successful candidate will thrive in a fast paced and high volume environment, be highly organized and detail oriented, and be able to work independently. ESSENTIAL JOB DUTIES Under the direct supervision of attorneys, this position will: Assist in the drafting of estate planning and trusts administration documents; Prepare asset lists, analyze bank and business records, identify trust and non-trust assets, and identify title and character of assets; Handle California probate court petitions and proceedings such as Heggstad petitions and proceedings; Meet and communicate with clients and client advisors; Assist clients with trust funding and preparing documents to facilitate same, recordation of deeds with accompanying transfer documents; Maintain client files and prepare materials for client meetings; Prepare and assemble federal estate tax returns; and Calendar critical deadlines and meetings Additional job duties as assigned JOB KNOWLEDGE, SKILLS AND ABILITIES Bachelor’s Degree and/or paralegal certificate, required 5+ years of experience in probate and trust administration, desired Tax preparation software experience is preferred Must have knowledge of the Probate Court process including court filings, including for example, petitions for instructions, Probate Code Sections 850 petitions, petitions to approve accountings, and objections and replies to petitions. Familiarity with Probate Court notice requirements and ability to manage calendar notice deadlines Manage trust and probate administration case matter and deadlines Determine beneficiaries and persons entitled to notice Knowledge of court-supervised procedures to transfer property without probate (including spousal property petitions, Heggstad petitions, and affidavits regarding real property of small value) Ability to work independently and in a team environment Ability to handle multiple assignments efficiently and accurately Advanced proficiency with Office 365, Excel, Word and PowerPoint Must be able to work in office 5 days a week for the first 90 days of employment; and then a hybrid work schedule of 3 days in the office. Licensed notary, a plus Qualified candidates should submit their resume with a cover letter and salary requirement. The salary range for this position is $85,000 – $127,000. The actual base salary offered will depend on a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held. Interested candidates should send a cover letter, resume, and salary requirements to hr@donahue.com, and please reference Trust and Estates Paralegal in the subject line of your e-mail. DF LLP is an Equal Opportunity Employer.