Note: This position requires employees to be on-site five days a week at the XYZ office (reference the below information to amend this sentence correctly - if it's remote, or hybrid, amend that sentence).

About Our Client

Our client is an esteemed estate planning law firm dedicated to safeguarding legacies for individuals and families. Specializing in estate planning, trust administration, tax planning, and asset protection, our client provides personalized legal solutions tailored to meet each client's unique needs. With a strong reputation and a client-focused approach, our client is committed to delivering exceptional service and legal expertise.

Job Description

• Support attorneys in all aspects of trust administration, ensuring compliance with legal and procedural requirements.
• Prepare trust administration documents, such as certifications of trust, trustee notifications, and affidavits.
• Handle real property transfers, including grant deeds, affidavits, and relevant assessor forms.
• Collaborate with trustees, beneficiaries, financial institutions, and other professionals throughout the trust administration process.
• Create estate valuation reports, asset inventories, and trust funding documentation.
• Assist with trust distributions, including the preparation of distribution summaries, waivers, and receipts.
• Draft and file necessary probate-related documents when required.
• Maintain accurate client records, case notes, and deadlines using legal case management software.
• Provide administrative support, including document scanning, filing, and organization for trust administration.
• Attend regular team meetings and actively participate in ongoing legal education.

Qualifications

• Paralegal Certificate is required.
• Preferred minimum of three years of trust administration experience.
• Comprehensive knowledge of estate planning, trust administration, and related legal procedures.
• Excellent written and verbal communication skills.
• Highly organized with exceptional attention to detail.
• Proficient in Microsoft Office and legal case management software.
• Ability to handle confidential information with discretion.
• California Notary Public certification or willingness to obtain.

Why This Is a Great Opportunity

• Join a well-respected law firm specializing in estate planning and trust administration.
• Acquire hands-on experience in trust administration while working closely with attorneys and clients.
• Competitive compensation with ample opportunities for professional development.
• 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.
• Engage in a collaborative and supportive work environment with a client-focused mission.

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance