Estate Planning/Trust Administration, Business and Real Estate Paralegal

Role Overview

• Responsible for daily activities of Estate Planning and Trust Administration OR Business and Real Estate 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
• Use software to update client information on the database and conflict check against the entire client database
• Draft estate planning documents using WealthCounsel
• Make corrections/changes to the documents as instructed by the attorney and client
• Prepare wills, powers of attorney, and related documents
• Prepare deeds and related documents for the transfer of assets/entities
• Research real property to confirm title
• Respond to client inquiries about drafts and other EP or TA matters
• Merge, format, and mail drafts of estate planning documents to clients
• Take lead responsibility for signing meetings, ensuring all documents are properly signed, notarized, and scanned into the client file
• Participate in weekly estate planning and staff meetings
• Correspond with clients to answer client questions and concerns

Requirements

• Background or experience in Estate Planning is preferred and if not, training will be provided
• High School Graduate
• Paralegal Certificate

Benefits

• Continuing Legal Education, as required
• Retain membership as a CA Notary Public (Attend required seminars and take required tests)