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
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