What are the responsibilities and job description for the Trust Administration Paralegal position at Cameron Craig Group?
Note : This position requires employees to be on-site five days a week at either the San Rafael, Oakland, or Westlake Village, CA office.
About Our Client
Our client is a highly regarded estate planning law firm dedicated to helping individuals and families protect their legacies. They specialize in estate planning, trust administration, tax planning, and asset protection, offering personalized legal solutions to meet each client’s unique needs. With a strong reputation and a client-focused approach, they are committed to delivering exceptional service and legal expertise.
Job Description
- Assist attorneys with all aspects of trust administration, ensuring compliance with legal and procedural requirements.
- Prepare trust administration documents, including certifications of trust, trustee notifications, and affidavits.
- Handle real property transfers, including grant deeds, affidavits, and related assessor forms.
- Coordinate with trustees, beneficiaries, financial institutions, and other professionals throughout the trust administration process.
- Prepare estate valuation reports, asset inventories, and trust funding documentation.
- Assist with trust distributions, including preparing distribution summaries, waivers, and receipts.
- Draft and file probate-related documents as needed.
- Maintain accurate client records, case notes, and deadlines in legal case management software.
- Provide administrative support, including scanning, filing, and organizing trust administration documents.
- Attend regular team meetings and participate in ongoing legal education.
Qualifications
Why This Is a Great Opportunity
JPC - 210 #LI-SK3
Salary : $72,800 - $104,000
