Trust Administration Paralegal
CunninghamLegal
full-time
Posted on:
Location Type: Hybrid
Location: San Rafael • California • United States
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Salary
💰 $35 - $52 per hour
About the role
- Responsible for daily activities of Trust Administration and attorney support
- Handling client meetings/telephone inquiries
- Preparing all documentation to support clients and trustees in administering trusts and estates
- Review and update master documents as needed
- Research legal issues
- Analyze trust provisions following initial Trust Administration consultation and initiate preparation of “Trust Administration Attorney Summary”
- Prepare and send Welcome Email to Trustee
- Preparation of Letter of Instruction to Trustee RE: Trust Administration Process
- Preparation of TA Merge file
- Prepare calculations related to Proposition 19 for analysis by Lead Attorney
- Work closely with bridge loan officers to ensure proper documentation is prepared
- Communicate with Trustees telephonically, electronically and in-person
- Meet with Trustees for necessary signing appointments
- Drafting and filing of supplements and formal Court Orders
- Assemble Trust Administration Legacy Binder with all documentation related to the TA
- Assist Attorney with Trust Petitions, including initial drafting, editing and formatting.
Requirements
- High School Graduate
- Paralegal Certificate
- Interpersonal skills including telephone and meeting etiquette
- Oral and written communication skills
- Comprehension of legal terminology
- Ability to issue spot complex issues
- Legal document drafting skills
- Strong attention to detail and organization
- Efficient in time management and administering and executing tasks
- Strong proofreading and grammatical skills
- Computer literacy, including, but not limited to Word and Excel
- Ability to maintain and handle sensitive and private client information.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
legal document draftingtrust administrationlegal researchanalysis of trust provisionspreparation of trust administration summariespreparation of letters of instructionpreparation of TA merge filescalculations related to Proposition 19drafting and filing of court ordersassembly of trust administration legacy binders
Soft skills
interpersonal skillsoral communicationwritten communicationattention to detailorganizationtime managementproofreadinggrammatical skillstelephone etiquettemeeting etiquette
Certifications
High School GraduateParalegal Certificate