Paralegal role at Thompsons Solicitors in Sheffield managing client cases and providing support. Opportunity for training and guidance in a dynamic work environment.
About the role
- Trust Administration Paralegal in Pasadena managing trust and estate documentation and client communications. Collaborates with attorneys and clients to ensure proper administration of trusts and estates.
Responsibilities
- Responsible for daily activities of Trust Administration and attorney support
- Handling client meetings and telephone inquiries
- Preparing documentation to support clients and trustees in administering trusts and estates
- Review and update master documents as needed
- Research legal issues
- Analyze trust provisions after initial Trust Administration consultation
- Prepare and send Welcome Email to Trustee
- Prepare Letter of Instruction to Trustee regarding the Trust Administration Process
- Prepare TA Merge file which includes various legal documents
- Communicate with Trustees both electronically and in-person
- Meet with Trustees for necessary signing appointments
- Collaborate with outside professionals and agencies
- Prepare, analyze and file required legal documents and tax returns
- Assemble Trust Administration Legacy Binder with all documentation related to the TA
- Assist Attorney with Trust Petitions including drafting and filing procedures
- Organize files and update client information.
Requirements
- High School Graduate
- Paralegal Certificate
- Interpersonal skills including telephone and meeting etiquette
- Oral and written communication skills
- Comprehension of legal terminology
- Ability to issue spot complex issues
- Legal document drafting skills
- Strong attention to detail and organization
- Efficient in time management
- Strong proofreading and grammatical skills
- Computer literacy (Word and Excel)
- Ability to maintain and handle sensitive and private client information.
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