Note: This position requires employees to be onsite at the San Rafael, CA office five days a week.

About Our Client

Our client is a leading estate planning law firm committed to safeguarding the assets of individuals and families. Specializing in estate planning, trust administration, tax planning, and asset protection, they offer tailored legal solutions to address each client’s specific needs. With a solid reputation and client-centric approach, they prioritize exceptional service and legal expertise.

Job Description

• Support lawyers in all facets of trust administration to ensure adherence to legal and procedural standards.
• Prepare trust administration paperwork, including trust certifications, trustee notifications, and legal affidavits.
• Manage the transfer of real estate properties, such as grant deeds, affidavits, and related assessor forms.
• Collaborate with trustees, beneficiaries, financial institutions, and other professionals during the trust administration process.
• Create estate valuation reports, asset inventories, and trust funding documentation.
• Aid in trust distributions by preparing distribution summaries, waivers, and receipts.
• Draft and submit probate-related documents as required.
• Maintain precise client records, case notes, and deadlines in legal case management software.
• Provide administrative assistance by scanning, filing, and organizing trust administration documents.
• Participate in regular team meetings and engage in continuous legal education.

Qualifications

• Completion of a Paralegal Certificate program.
• Preferably, at least three years of experience in trust administration.
• Sound understanding of estate planning, trust administration, and relevant legal procedures.
• Outstanding written and verbal communication skills.
• Highly organized with keen attention to detail.
• Proficient in Microsoft Office and legal case management software.
• Ability to handle confidential information with utmost discretion.
• California Notary Public certification or willingness to obtain one.

Why This Is a Great Opportunity

• Join a reputable law firm specializing in estate planning and trust administration.
• Acquire hands-on experience in trust administration while collaborating closely with attorneys and clients.
• Competitive compensation with opportunities for professional growth.
• Comprehensive benefits package, including 401(k), holiday pay, malpractice insurance, marketing allowance and support, partial coverage of employee’s medical insurance premium, and continuing education allowance.
• Supportive and collaborative work environment with a client-centric mission.