Demo

Remote Paralegal - Trust Administration | WFH

Get It - Real Estate
San Rafael, CA Remote Full Time
POSTED ON 2/28/2025
AVAILABLE BEFORE 3/26/2025
Job Title: Trust Administration Paralegal - Remote | WFH

Job Overview

Join our esteemed team that is committed to delivering unparalleled trust and estate services designed to safeguard and honor the legacies of individuals and families. We pride ourselves on our meticulous attention to detail and personalized approach to trust administration, estate planning, and probate matters. As part of our dedicated team of professionals, you will play an integral role in guiding clients through significant life transitions with compassion and integrity.

Key Responsibilities

  • Oversee daily operations in trust administration, including client interactions and inquiries.
  • Draft and prepare essential legal documents, such as Trust Administration Attorney Summaries and Letters of Instruction.
  • Foster relationships with trustees and collaborate effectively with external professionals, including attorneys and appraisers.
  • Support the legal processes by assisting with the drafting and filing of legal petitions and trust documents, while managing communications with the courts.

Required Skills

  • Exceptional communication abilities, both written and verbal, for effective client and professional interactions.
  • Strong grasp of legal terminology, coupled with the capability to draft comprehensive legal documents and navigate intricate legal matters.
  • Proficient in utilizing common software tools, including Microsoft Word and Excel.

Qualifications

  • Proven interpersonal skills to engage thoughtfully with clients and colleagues.
  • Relevant experience in legal or trust administration is preferred, although specific degree requirements are not stipulated.

Career Growth Opportunities

We are deeply committed to the professional development of our team members, offering a structured pathway for career advancement and the potential for partnership within our organization.

Company Culture And Values

Our organization is founded on principles of integrity, teamwork, and respect. We foster a collaborative work environment that prioritizes personalized service and compassion in our client relationships, reflecting our commitment to creating a supportive workplace for all employees.

Employment Type: Full-Time

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