Trust Administration Paralegal

Trust Administration Paralegal

Join an esteemed estate planning and trust administration law firm based in California, dedicated to delivering personalized legal solutions to help individuals and families protect their legacies. You will play a critical role in managing trust administration processes, ensuring compliance and accuracy while providing exceptional service. This role offers a competitive salary and opportunities for professional growth, allowing you to expand your expertise in trust administration within a supportive and collaborative environment.

Salary: $72,800.00 - $104,000.00 per year

Essential Duties and Responsibilities:

• Assist attorneys in managing all phases of trust administration, ensuring adherence to legal and procedural standards.
• Prepare key trust administration documents including certifications of trust and trustee notifications.
• Execute real property transfers, manage grant deeds, and handle necessary affidavits and related assessor forms.
• Oversee communications with trustees, beneficiaries, financial institutions, and other involved parties to ensure seamless processes.
• Compile estate valuation reports, detailed asset inventories, and facilitate trust funding procedures.
• Support the trust distribution process by preparing distribution summaries, waivers, and receipts.
• Draft and file probate and other related legal documents as required.
• Maintain and update client records, case notes, and monitor deadlines using legal case management software.
• Provide comprehensive administrative support including scanning, filing, and proper organization of all trust administration records.
• Participate actively in team meetings and commit to ongoing legal education to enhance professional knowledge.

Minimum Position Qualifications:

• Must possess a Paralegal Certificate.
• A minimum of three years of experience in trust administration or a closely related field.
• In-depth knowledge of estate planning, trust administration laws, and procedures.
• Exceptional communication abilities, both written and verbal.
• High level of organizational skills and outstanding attention to detail.
• Proficient in the use of Microsoft Office and legal case management software.
• Ability to manage confidential information with utmost discretion.

Preferred Qualifications:

• California Notary Public certification is highly desirable or candidate should be willing to obtain certification.
• Advanced experience in legal documentation and compliance for trust administration.
• Prior exposure to estate valuation and tax planning procedures.

Skills:

• Expertise in drafting and reviewing legal documents related to estate and trust administration.
• Strong analytical skills for effective problem-solving and decision-making.
• Competency in managing multiple projects simultaneously under strict deadlines.
• Excellent interpersonal skills to interact with diverse groups and stakeholders.
• Detailed-oriented with a proactive approach to handling tasks and responsibilities.

Benefits:

• Competitive 401(k) retirement savings plan.
• Comprehensive healthcare coverage including dental and vision insurance.
• Generous paid time off.
• Continuing education allowance promoting professional growth.
• Supportive team environment with opportunities for career advancement.