Estate Planning & Funding Specialist

Golden Oaks Law Group, LLP

Upland (CA)

On-site

USD 65,000 - 90,000

Full time

14 days+

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Job summary

Golden Oaks Law Group, LLP in California seeks a Trust and Estate Coordinator to help clients preserve their legacy and optimize tax efficiencies. You will work with estate planning professionals, financial advisors, and legal experts to develop funding and settlement plans, and prepare related forms.

You will be responsible for drafting funding and settlement plans, coordinating with financial institutions, and assisting with asset discovery and tax reporting.

Qualifications

Experience drafting estate planning documents and related correspondence.
Ability to translate complex legal/financial steps for clients.
Strong written and verbal communication with high attention to detail.
Capable of managing multiple deadlines in a fast-paced environment.
Knowledge of estate planning concepts and trust administration basics.

Responsibilities

Draft funding and settlement plans with clients.
Coordinate funding with financial institutions and legal teams.
Assist with trust funding, asset discovery, and settlement processes.
Maintain client relationships and provide proactive status updates.
Prepare documentation for claims, distributions, and tax reporting.

Skills

Legal drafting

Client communication

Attention to detail

Time management

Team collaboration

Education

Bachelor's degree

Notary Public preferred

Tools

Legal document management software

Job description

You will be responsible for drafting funding and settlement plans, coordinating with financial institutions, and assisting with asset discovery and tax reporting.

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