Note: This position requires employees to be on-site five days a week at either the San Rafael, Oakland, or Westlake Village, CA office.

About Our Client

Our client is a highly regarded estate planning law firm dedicated to helping individuals and families protect their legacies. They specialize in estate planning, trust administration, tax planning, and asset protection, offering personalized legal solutions to meet each client’s unique needs. With a strong reputation and a client-focused approach, they are committed to delivering exceptional service and legal expertise.

Job Description

• Assist attorneys with all aspects of trust administration, ensuring compliance with legal and procedural requirements.
• Prepare trust administration documents, including certifications of trust, trustee notifications, and affidavits.
• Handle real property transfers, including grant deeds, affidavits, and related assessor forms.
• Coordinate with trustees, beneficiaries, financial institutions, and other professionals throughout the trust administration process.
• Prepare estate valuation reports, asset inventories, and trust funding documentation.
• Assist with trust distributions, including preparing distribution summaries, waivers, and receipts.
• Draft and file probate-related documents as needed.
• Maintain accurate client records, case notes, and deadlines in legal case management software.
• Provide administrative support, including scanning, filing, and organizing trust administration documents.
• Attend regular team meetings and participate in ongoing legal education.

Qualifications

• Paralegal Certificate required.
• Minimum of three years of trust administration experience preferred.
• Strong knowledge of estate planning, trust administration, and related legal procedures.
• Excellent written and verbal communication skills.
• Highly organized with strong attention to detail.
• Proficient in Microsoft Office and legal case management software.
• Ability to handle confidential information with discretion.
• California Notary Public certification or willingness to obtain.

Why This Is a Great Opportunity

• Work with a well-respected law firm that specializes in estate planning and trust administration.
• Gain hands-on experience in trust administration while working closely with attorneys and clients.
• Competitive compensation with 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.
• Collaborative and supportive work environment with a client-focused mission.