Trust Administration Paralegal (Hybrid Remote)
- $75,000 - $110,000
- Oakland, CA +2
Trust Administration Paralegal needed for hybrid remote opportunity ASAP!
A bit about us:
Our firm provides expert trust and estate services that safeguard our clients' legacies. We employ a meticulous approach to trust administration, estate planning, and probate matters, ensuring detailed attention and personalized service to meet the unique needs of each client. Our team of seasoned attorneys and legal professionals are committed to excellence, fostering a collaborative environment that values integrity, innovation, and client success. Join us in making a meaningful impact in the lives of individuals and families, guiding them with expertise and compassion.
Why join us?
- Full Benefits: Medical, Dental, Vision
- Competitive salary and overall compensation package
- 401 (k) with generous company match
- Life Insurance coverage
- Generous PTO, vacation, sick and holiday
- Partner Track
Job Details
Responsibilities:
Qualifications:
- Trust Administration: Handle daily activities including client meetings, telephone inquiries, and preparing documentation for trustees and estates.
- Document Preparation: Draft and prepare legal documents such as Trust Administration Attorney Summaries, Letters of Instruction, and notices to relevant agencies.
- Client and Professional Interaction: Communicate regularly with trustees and coordinate with external professionals (attorneys, appraisers, etc.).
- Legal Support: Assist in drafting and filing legal petitions and trust documents and manage related court communications.
Qualifications:
- Interpersonal Skills: Excellent telephone and meeting etiquette, oral and written communication skills.
- Legal Skills: Strong understanding of legal terminology, ability to draft documents, and identify complex legal issues.
- Technical Skills: Proficient in computer applications like Word and Excel.