CunninghamLegal

Trust Administration Paralegal

CunninghamLegal

full-time

Posted on:

Location Type: Hybrid

Location: Sacramento • 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
  • 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
  • Communicate with Trustees telephonically, electronically and in-person
  • Meet with Trustees for necessary signing appointments
  • Run Estate Valuation Pricing (EVP) to document adjusted cost basis of securities as necessary
  • Assemble Trust Administration Legacy Binder with all documentation related to the TA
  • Assist Attorney with Trust Petitions including initial drafting, editing, and formatting

Requirements

  • 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 administrationestate valuation pricingresearch legal issuesanalyze trust provisionsprepare calculationsprepare documentationissue spottingattention to detailtime management
Soft skills
interpersonal skillsoral communicationwritten communicationorganizational skillsproofreadinggrammatical skillstelephone etiquettemeeting etiquetteability to handle sensitive informationefficient task execution