Hybrid Estate Planning, Trust Administration, Business and Real Estate Paralegal

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About the role

  • Paralegal responsible for Estate Planning and Trust Administration support with client handling and documentation. Hybrid role with three days in office and two days remote.

Responsibilities

  • Responsible for daily activities of Estate Planning and Trust Administration OR Business and Real Estate and attorney support
  • Handle client meetings/telephone inquiries
  • Prepare wills, powers of attorney, and related documents
  • Manage trust administration, probate, and non-probate transfer matters
  • Communicate with clients, trustees, beneficiaries, and court contacts

Requirements

  • High School Graduate
  • Paralegal Certificate
  • Background or experience in Estate Planning is preferred and if not, training will be provided.

Benefits

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

Job title

Estate Planning, Trust Administration, Business and Real Estate Paralegal

Job type

Experience level

Mid levelSenior

Salary

$35 - $52 per hour

Degree requirement

High School Diploma

Location requirements

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