Paralegal | Trust Administration | 146938

We are seeking a skilled and detail-oriented Trust Administration Paralegal to support our attorneys and clients with trust and estate matters. This role involves assisting with the daily activities of trust administration, including preparing legal documents, communicating with clients, trustees, and external professionals, and supporting the overall administration process. The ideal candidate will be highly organized and capable of managing multiple tasks efficiently in a fast-paced environment.

Key Responsibilities:

• Analyze trust provisions and prepare Trust Administration Attorney Summaries for review
• Communicate with Trustees and prepare Welcome Emails to initiate relationships
• Draft Letters of Instruction for Trustees regarding the Trust Administration process
• Prepare Trust Administration Merge files, including Authorization to Release Information and Certification of Trust
• Handle real property transfer work, including preparing Affidavits of Death, Grant Deeds, and Assessor forms
• Assess Proposition 19 implications and work with bridge loan officers for proper documentation
• Prepare Small Estates Affidavits and assist with related filings
• Communicate with Trustees, beneficiaries, and other professionals by phone, email, and in person
• Prepare estate inventories, appraisals, and asset allocations based on trust terms
• Assist with the preparation of Federal Estate Tax returns, including Form 706 and 709
• Support probate filings and assist with drafting petitions and court documents
• Maintain detailed records and documentation for closing Trust Administration cases
• Assist attorneys with Trust Petitions, drafting waivers, and communicating with involved parties
• Prepare and file documents with the court and coordinate with Probate Attorneys when necessary

Administrative Responsibilities:

• Complete Continuing Legal Education (CLE) requirements and maintain Notary Public certification
• Assess trustee and beneficiary assets for potential referrals to Ascent Wealth Management
• Organize and maintain client files, ensuring timely updates in internal systems (Abacus, Lawcus)
• Enter billable and non-billable time into Abacus, and review monthly prebills for clarity and accuracy
• Participate in weekly staff meetings and assist with coordination of support staff
• Provide backup phone coverage when needed and assist with special projects

Required Skills:

• At least 3 years of experience in trust administration or estate planning
• Strong interpersonal, written, and oral communication skills
• Proficiency in legal document drafting and ability to manage multiple tasks efficiently
• High attention to detail, excellent organizational skills, and strong proofreading abilities
• Proficiency in Microsoft Word, Excel, and legal software
• Ability to handle confidential client information with discretion

Education/Training:

• High School diploma
• Paralegal Certificate

Physical and Environmental Conditions:

• Requires time spent sitting (up to 70% of the workday)
• Some standing and the ability to lift, carry, or pull up to 15 pounds
• Basic movements such as bending, crouching, and repetitive typing required
• Strong sensory skills (sight, hearing, and speech)

Driving Requirement:

• A valid CA Driver’s License with car insurance is required, as there may be occasional travel to different work locations or to notarize for clients.

Mission Recruiting is proud to represent some of the most prestigious organizations in the country. Contact us today to learn how we can help you explore this and other exciting opportunities.

Salary Range: $72,800 – $104,000

Reference: 146938