Paralegal - Trust Administration

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Requirements:

• 8 to 10 years of hands-on experience in trust and estate administration.
• Deep understanding of fiduciary accounting, probate processes, and legal document preparation.
• Meticulous attention to detail ensuring accuracy and compliance with legal standards.
• Extensive knowledge of California law, particularly in probate and trust administration.
• Ability to work independently, manage workload efficiently, and prioritize tasks.
• Proficient in using Office 365, SharePoint, and other legal software tools.
• Academic background in legal studies, paralegal studies, or related fields.
• Specialized knowledge in bypass trust and survivor trust administration preferred.

Responsibilities:

• Manage all aspects of trust administration, estate administration, and probate matters with attention to detail and accuracy.
• Prepare and file essential legal documents including Probate Petitions, Court Accountings, and Trust Transfer Deeds.
• Assist with preparation and filing of estate tax returns to ensure compliance with regulations.
• Serve as main contact for clients, courts, attorneys, and agencies, providing clear communication.
• Conduct thorough legal research and stay current on relevant legal codes, particularly California Probate Code.
• Leverage technology to streamline processes and enhance productivity.