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.
Paralegal providing legal support to prosecutors in the Crimes Against Children Division. Assisting with case management, legal documents, and trial preparations in Houston, TX.
Paralegal supporting Samsung's UK Legal team with commercial legal matters across various business functions. Involves training, drafting agreements, and assisting in legal compliance.
Paralegal providing operational support within LSAC’s Office of General Counsel. Drafting legal documents and assisting with litigation, contract management, and compliance functions.
Paralegal handling family law cases for Modern Family Law in Dallas, TX office. Collaborating with attorneys and support staff in a fast - paced hybrid work environment.
Corporate & Compliance Paralegal supporting solar energy projects in Atlanta, Georgia. Assisting with compliance and corporate governance within a diverse and collaborative environment.
Real Estate Transaction Paralegal supporting legal transactions in real estate for Investment Property Group. Managing acquisitions, dispositions, and legal processes for multifamily and RV park communities.
Paralegal assisting Bauer Media Outdoor with compliance and commercial legal activities across Europe. Delivering compliance programs and supporting internal investigations in a multinational environment.
Paralegal managing personal injury cases from start to finish at TORKLAW. Providing compassionate client service and supporting litigation efforts within a collaborative team environment.
Senior Paralegal conducting legal research, reviewing legal documents for accuracy, and maintaining legal files. Supporting law related initiatives for a major retirement company.