Trust Administration Paralegal responsible for client support and document preparation. Collaborating with attorneys to manage trusts and estates effectively in a hybrid setup.
Responsibilities
Responsible for daily activities of Trust Administration 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
Analyze trust provisions following initial Trust Administration consultation and initiate preparation of “Trust Administration Attorney Summary”
Prepare and send Welcome Email to Trustee
Preparation of Letter of Instruction to Trustee RE: Trust Administration Process
Preparation of TA Merge file
Prepare calculations related to Proposition 19 for analysis by Lead Attorney
Work closely with bridge loan officers to ensure proper documentation is prepared
Communicate with Trustees telephonically, electronically and in-person
Meet with Trustees for necessary signing appointments
Drafting and filing of supplements and formal Court Orders
Assemble Trust Administration Legacy Binder with all documentation related to the TA
Assist Attorney with Trust Petitions, including initial drafting, editing and formatting.
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 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.
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