CunninghamLegal

Estate Planning/Trust Administration, Business and Real Estate 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 Estate Planning and Trust Administration OR Business and Real Estate 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
  • Use software to update client information on the database and conflict check against the entire client database
  • Draft estate planning documents using WealthCounsel
  • Make corrections/changes to the documents as instructed by the attorney and client
  • Prepare wills, powers of attorney, and related documents
  • Prepare deeds and related documents for the transfer of assets/entities
  • Research real property to confirm title
  • Respond to client inquiries about drafts and other EP or TA matters
  • Merge, format, and mail drafts of estate planning documents to clients
  • Take lead responsibility for signing meetings, ensuring all documents are properly signed, notarized, and scanned into the client file
  • Participate in weekly estate planning and staff meetings
  • Correspond with clients to answer client questions and concerns

Requirements

  • Background or experience in Estate Planning is preferred and if not, training will be provided
  • High School Graduate
  • Paralegal Certificate
Benefits
  • Continuing Legal Education, as required
  • Retain membership as a CA Notary Public (Attend required seminars and take required tests)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
estate planningtrust administrationdocument preparationlegal researchdrafting legal documentstitle confirmationclient database managementdocument formattingnotarizationasset transfer documentation
Soft Skills
client communicationattention to detailorganizational skillsproblem-solvingteam collaborationleadershipresponsibilitytime managementadaptabilitycustomer service
Certifications
Paralegal Certificate