Trust Administration Coordinator

The Wagon Legacy is seeking an accomplished Paralegal to contribute to our vision of providing exceptional estate planning services. As an Estate Planning Paralegal, you will work closely with our team to develop customized estate plans that reflect our clients' unique values and objectives.

We require a highly organized and detail-oriented individual with a strong background in estate planning drafting, including wills, trusts, powers of attorney, and other estate planning documents. Our ideal candidate must also possess excellent written and verbal communication skills, be able to manage multiple client matters efficiently, and work collaboratively with colleagues to achieve shared goals.

Key Responsibilities:

• Estate Planning Document Development – Create comprehensive estate plans, including wills, trusts, powers of attorney, and healthcare directives.
• Deed Preparation and Recording – Draft and record deeds with the relevant county offices to ensure seamless property transfers.
• Client Interactions and Guidance – Engage with clients to gather information, review documents, and provide insight into estate planning matters.
• Case Management and Coordination – Maintain accurate and up-to-date client files, track deadlines, and collaborate with colleagues to ensure timely completion of tasks.
• Document Execution and Notarization – Facilitate the signing and notarization of documents, and arrange for witnesses as needed.
• Ongoing Client Support – Provide ongoing support to clients, including updates to estate plans, trust funding, and beneficiary coordination.
• Communication with Financial Professionals – Coordinate with financial advisors, accountants, and other professionals to ensure alignment between estate plans and financial strategies.
• Technology and Software Management – Utilize estate planning software, case management systems, and document automation tools to optimize workflows.