CunninghamLegal

Trust Administration Paralegal

CunninghamLegal

full-time

Posted on:

Location Type: Hybrid

Location: Pasadena • 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 and telephone inquiries
  • Preparing documentation to support clients and trustees in administering trusts and estates
  • Review and update master documents as needed
  • Research legal issues
  • Analyze trust provisions after initial Trust Administration consultation
  • Prepare and send Welcome Email to Trustee
  • Prepare Letter of Instruction to Trustee regarding the Trust Administration Process
  • Prepare TA Merge file which includes various legal documents
  • Communicate with Trustees both electronically and in-person
  • Meet with Trustees for necessary signing appointments
  • Collaborate with outside professionals and agencies
  • Prepare, analyze and file required legal documents and tax returns
  • Assemble Trust Administration Legacy Binder with all documentation related to the TA
  • Assist Attorney with Trust Petitions including drafting and filing procedures
  • Organize files and update client information.

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
  • Strong proofreading and grammatical skills
  • Computer literacy (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 & Tools
legal document draftingtrust administrationtax return filinglegal researchdocument analysisfile organizationclient information management
Soft Skills
interpersonal skillsoral communicationwritten communicationattention to detailtime managementproofreadingorganizational skills
Certifications
Paralegal CertificateHigh School Graduate