Estate Planning/Trust Administration, Business and Real Estate Paralegal

CunninghamLegal

Estate Planning/Trust Administration Paralegal supporting attorney with daily activities and documentation. Responsible for client interactions and maintaining trust and estate documentation.

Posted 5/14/2026full-timeSacramento • California • 🇺🇸 United StatesMid-LevelSenior💰 $35 - $52 per hourWebsite

About the role

Key responsibilities & impact

Responsible for daily activities of Estate Planning and Trust Administration OR Business and Real Estate and attorney support
Handle client meetings/telephone inquiries
Prepare 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
Draft estate planning documents using WealthCounsel
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
Manage trust administration, probate, and non-probate transfer matters from initial engagement to completion
Prepare and serve required government notices and forms
Maintain electronic files and records
Assist Attorney with Trust Petitions
Completion of Funding for client matters
Communicate with outside professionals and agencies
Assemble Trust Administration Legacy Binder with all documentation related to the TA and preparation of Closing Letter for Lead Attorney’s approval.

Requirements

What you’ll need

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.

Benefits

Comp & perks

Continuing Legal Education, as required.
Retain membership as a CA Notary Public (Attend required seminars and take required tests).

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

legal document draftingestate planningtrust administrationprobatereal property researchconflict checkingpreparing willspreparing powers of attorneypreparing deedsfunding client matters

Soft Skills

interpersonal skillsoral communicationwritten communicationattention to detailorganizationtime managementproofreadinggrammatical skillstelephone etiquettemeeting etiquette

Certifications

Paralegal Certificate