Overview
Paralegal Trust Administration Jobs in San Rafael, California, USA at Mission Recruiting
Position: Â Paralegal Trust Administration 146939
We are seeking a skilled and detail-oriented Trust Administration Paralegal to support our attorneys and clients with trust and estate matters. This role involves assisting with the daily activities of trust administration, including preparing legal documents, communicating with clients, trustees, and external professionals, and supporting the overall administration process. The ideal candidate will be highly organized and capable of managing multiple tasks efficiently in a fast-paced environment.
Key Responsibilities:
Analyze trust provisions and prepare Trust Administration Attorney Summaries for review
Communicate with Trustees and prepare Welcome Emails to initiate relationships
Draft Letters of Instruction for Trustees regarding the Trust Administration process
Prepare Trust Administration Merge files, including Authorization to Release Information and Certification of Trust
Handle real property transfer work, including preparing Affidavits of Death, Grant Deeds, and Assessor forms
Assess Proposition 19 implications and work with bridge loan officers for proper documentation
Prepare Small Estates Affidavits and assist with related filings
Communicate with Trustees, beneficiaries, and other professionals by phone, email, and in person
Prepare estate inventories, appraisals, and asset allocations based on trust terms
Assist with the preparation of Federal Estate Tax returns, including Form 706 and 709
Support probate filings and assist with drafting petitions and court documents
Maintain detailed records and documentation for closing Trust Administration cases
Assist attorneys with Trust Petitions, drafting waivers, and communicating with involved parties
Prepare and file documents with the court and coordinate with Probate Attorneys when necessary
Administrative Responsibilities:
Complete Continuing Legal Education (CLE) requirements and maintain Notary Public certification
Assess trustee and beneficiary assets for potential referrals to Ascent Wealth Management
Organize and maintain client files, ensuring timely updates in internal systems (Abacus, Lawcus)
Enter billable and non-billable time into Abacus, and review monthly prebills for clarity and accuracy
Participate in weekly staff meetings and assist with coordination of support staff
Provide backup phone coverage when needed and assist with special projects
Required Skills:
At least 3 years of experience in trust administration or estate planning
Strong interpersonal, written, and oral communication skills
Proficiency in legal document drafting and ability to manage multiple tasks efficiently
High attention to detail, excellent organizational skills, and strong proofreading abilities
Proficiency in Microsoft Word, Excel, and legal software
Ability to handle confidential client information with discretion
Education/Training:
High School diploma
Paralegal Certificate
Physical and Environmental Conditions:
Requires time spent sitting (up to 70% of the workday)
Some standing and the ability to lift, carry, or pull up to 15 pounds
Basic movements such as bending, crouching, and repetitive typing required
Strong sensory skills (sight, hearing, and speech)
Driving Requirement:
A valid CA Driver’s License with car insurance is required, as there may be occasional travel to different work locations or to notarize for clients.
Salary Range: $72,800 – $104,000
Reference: 146939
Compensation:
$72,800-$104,000 per year
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Title: Paralegal Trust Administration
Company: Mission Recruiting
Location: San Rafael, California, USA
Category: Administrative/Clerical, Law/Legal
