San Rafael, CA
Legal.
Trust Administration Paralegal
Note: This position requires employees to be on-site five days a week at our client's office in San Rafael, CA
About Our Client
Our client is a leading law firm specializing in estate planning and trust administration. They are dedicated to helping individuals and families safeguard their legacies by offering personalized legal solutions. With a strong reputation and a commitment to exceptional service, our client has gained recognition for their expertise in estate planning, trust administration, tax planning, and asset protection.
Job Description
- Collaborate with attorneys to ensure compliance with legal and procedural requirements during the trust administration process.
- Create trust administration documents, such as certifications of trust, trustee notifications, and affidavits.
- Manage the transfer of real property, including grant deeds, affidavits, and relevant assessor forms.
- Coordinate communication among trustees, beneficiaries, financial institutions, and other professionals involved in the trust administration process.
- Prepare estate valuation reports, asset inventories, and trust funding documentation.
- Aid in trust distributions by preparing distribution summaries, waivers, and receipts.
- Draft and file various probate-related documents as required.
- Ensure accurate maintenance of client records, case notes, and deadlines using legal case management software.
- Provide administrative support through scanning, filing, and organizing trust administration documents.
- Participate in regular team meetings and engage in ongoing legal education.
Qualifications
- Paralegal Certificate is a must.
- Preferably at least three years of experience in trust administration.
- In-depth knowledge of estate planning, trust administration, and related legal procedures.
- Exceptional written and verbal communication skills.
- Highly organized with acute 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.
Why This Is a Great Opportunity
- Join a reputable law firm focused on estate planning and trust administration.
- Gain valuable 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), dental and health insurance, paid time off, and vision insurance.
- Collaborative and supportive work environment with a strong commitment to client satisfaction.
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
JPC - 210
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