Senior Paralegal conducting legal research, reviewing legal documents for accuracy, and maintaining legal files. Supporting law related initiatives for a major retirement company.
About the role
- Trust Administration Paralegal responsible for daily activities and attorney support in Sacramento, California. Communicating with clients, preparing documentation, and analyzing trust provisions in a hybrid work setup.
Responsibilities
- Responsible for daily activities of Trust Administration and attorney support
- Handling client meetings/telephone inquiries
- Preparing all documentation to support clients and trustees in administering trusts and estates
- Review and update master documents as needed
- Research legal issues
- Analyze trust provisions following initial Trust Administration consultation
- Prepare and send Welcome Email to Trustee
- Preparation of Letter of Instruction to Trustee RE: Trust Administration Process
- Preparation of TA Merge file
- Prepare calculations related to Proposition 19 for analysis by Lead Attorney
- Communicate with Trustees telephonically, electronically and in-person
- Meet with Trustees for necessary signing appointments
- Run Estate Valuation Pricing (EVP) to document adjusted cost basis of securities as necessary
- Assemble Trust Administration Legacy Binder with all documentation related to the TA
- Assist Attorney with Trust Petitions including initial drafting, editing, and formatting
Requirements
- 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 and administering and executing tasks
- Strong proofreading and grammatical skills
- Computer literacy, including, but not limited to Word and Excel
- Ability to maintain and handle sensitive and private client information.
Job title
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Degree requirement
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