Careers

Please Note: This role requires employees to be present in the San Rafael, Oakland, or Westlake Village, CA office five days a week.

Client Overview

Our client is a reputable law firm specializing in estate planning, assisting individuals and families in safeguarding their legacies. They focus on estate planning, trust administration, tax planning, and asset protection, providing tailored legal solutions to address each client’s specific requirements. With a solid reputation and client-centric approach, they are dedicated to delivering exceptional service and legal expertise.

Role Summary

• Support attorneys in trust administration, ensuring adherence to legal and procedural standards.
• Prepare trust administration documents such as certifications of trust, trustee notifications, and affidavits.
• Manage real property transfers, including grant deeds, affidavits, and related assessor forms.
• Coordinate with trustees, beneficiaries, financial institutions, and other professionals during the trust administration process.
• Compile estate valuation reports, asset inventories, and trust funding documentation.
• Aid in trust distributions, including preparation of distribution summaries, waivers, and receipts.
• Draft and file probate-related documents as necessary.
• Maintain precise client records, case notes, and deadlines using legal case management software.
• Offer administrative support through scanning, filing, and organizing trust administration documents.
• Participate in regular team meetings and engage in continuous legal education.

Requirements

• Must hold a Paralegal Certificate.
• Preferably possess a minimum of three years of trust administration experience.
• Demonstrated expertise in estate planning, trust administration, and related legal processes.
• Outstanding written and verbal communication skills.
• Highly organized with keen attention to detail.
• Proficiency in Microsoft Office and legal case management software.
• Ability to handle confidential information with discretion.
• California Notary Public certification or willingness to obtain.

Why This Role Is Ideal

• Join a well-respected law firm specializing in estate planning and trust administration.
• Gain practical experience in trust administration while collaborating closely with attorneys and clients.
• Competitive compensation with opportunities for professional growth.
• Comprehensive benefits package including 401(k), holiday pay, malpractice insurance, marketing support, partial coverage of employee medical insurance premium, and continuing education allowance.
• Supportive and collaborative work environment with a focus on client satisfaction.