What are the responsibilities and job description for the Trust Administration Paralegal position at Adams & Martin Group?
Job Description : Boutique Trust, Estate, and Probate litigation firm seeks an experienced Trust Administration Paralegal to join their team in Westlake Village. The ideal candidate possesses 3-5 years specifically within Trust, Estate, and Probate, has an ABA-approved paralegal certificate and valid CA driver's license, and has strong mastery of client communication and administration of trusts / estates.
Trust Administration Paralegal Job Duties :
- Analyze trust provisions and prepare attorney summaries.
- Send welcome emails and letters of instruction to trustees.
- Prepare TA Merge File, including Authorization to Release Information, Certification of Trust, Healthcare Services, Franchise Tax Board, and Credit Bureau notices, as well as instruction letters for decedent's Last Will.
- Draft real property transfer documents, such as Affidavit - Death of Trustee, Grant Deeds, Assessor forms, Proposition 19 calculations, and Small Estates Affidavits.
- Communicate extensively with trustees, professionals, and agencies.
- Run Estate Valuation Pricing, obtain title reports, and prepare date-of-death value inventories, appraisements, allocation of assets, and sub-trust documents (e.g., Acceptance of Trustee, SS-4 Forms, and Certifications of Trust).
- Draft trust distributions, waivers, receipts, tax forms (Form 706 and 709), and accountings.
- Assemble TA binders, draft closing letters, and assist with trust petitions (draft / edit petitions, court documents, probate notes, supplements, court orders, and certified filings).
- Review monthly prebills in Abacus to ensure clarity and accuracy for billable and non-billable time.
- Scan, upload, and manage documents in Lawcus.
- Conduct legal research.
Trust Administration Paralegal Job Requirements :
If you or someone you know is interested in applying, please send the resume in Word (.docx) format to Alizen Rodriguez at for immediate and confidential consideration.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated
Los Angeles county
to the extent our customers
require
a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
