Search Jobs

Please note: This position requires employees to work on-site five days a week at one of the following offices: San Rafael, Oakland, or Westlake Village, CA.

About Our Client

Our client is an esteemed law firm specializing in estate planning. They are committed to helping individuals and families safeguard their legacies by offering personalized legal solutions in estate planning, trust administration, tax planning, and asset protection. With their client-focused approach and strong reputation, they are known for delivering exceptional service and legal expertise.

Job Description

• Collaborate with attorneys to ensure compliance with legal and procedural requirements throughout the trust administration process.
• Prepare various trust administration documents, such as certifications of trust, trustee notifications, and affidavits.
• Manage real property transfers, including the preparation of grant deeds, affidavits, and related assessor forms.
• Efficiently coordinate with trustees, beneficiaries, financial institutions, and other professionals during the trust administration process.
• Create accurate estate valuation reports, asset inventories, and trust funding documentation.
• Aid in trust distributions, including the preparation of distribution summaries, waivers, and receipts.
• Assist with the drafting and filing of probate-related documents as necessary.
• Maintain precise client records, case notes, and deadlines using legal case management software.
• Provide administrative support such as scanning, filing, and organization of trust administration documents.
• Participate in regular team meetings and engage in ongoing legal education.

Qualifications

• Paralegal Certificate is required.
• Preferably, a minimum of three years of experience in trust administration.
• Demonstrated knowledge of estate planning, trust administration, and related legal procedures.
• Strong communication skills, both written and verbal.
• Highly organized with acute attention to detail.
• Proficiency in Microsoft Office and legal case management software.
• Ability to handle and maintain confidentiality of sensitive information.
• California Notary Public certification or willingness to obtain.

Why This Is an Excellent Opportunity

• Join a well-respected law firm specializing in estate planning and trust administration.
• Gain hands-on experience in trust administration while working closely with attorneys and clients.
• Competitive compensation and 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.
• Enjoy a collaborative and supportive work environment with a strong focus on client satisfaction.