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Trust Administration Paralegal
USA JobsSan Francisco, CA, USjob_description.job_card.1_day_ago
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- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionMinimum 3 years of experience as a paralegal in trust & estates law, with a focus on trust administration Strong working knowledge of California probate procedures and estate planning fundamentals Proficiency with legal document management systems and calendaring tools Excellent written and verbal communication skills, with a client-service mindset Ability to manage multiple matters and deadlines independently Bachelor's degree and paralegal certificate preferred
Trust Administration Paralegal
Our client is seeking a proactive and detail-oriented Trust Administration Paralegal to join their San Francisco law firm team on an ongoing contract basis with potential for contract-to-hire. This role is ideal for someone with a strong background in trust administration who also has experience supporting estate planning matters.
Key Responsibilities :
- Prepare and draft estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives
- Assist with trust funding and asset alignment, including coordination with financial institutions and title companies
- Support attorneys in trust administration and probate matters, including preparation of trustee notices, court filings, petitions, waivers, and consents
- Maintain accurate and organized case files, calendaring deadlines, and tracking key milestones
- Communicate professionally with clients, beneficiaries, CPAs, financial advisors, and government agencies
- Assist in preparing fiduciary accountings, estate tax returns, and trust termination documents
- Conduct legal research and stay current on California probate and trust law.
Requirements : Qualifications :
The ideal candidate is compassionate, organized, and committed to delivering exceptional client service. While the client prefers this person to be on-site, they are open to hybrid candidates depending on experience.
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Paralegal • San Francisco, CA, US