Trust Administration Attorney — Hybrid Remote, High Pay

Jobot; Pasadena (CA); Hybrid; USD 125,000 - 225,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

401(k) with match

Generous PTO

Paid holidays

Job summary

Jobot is seeking an Attorney focused on Trust Administration for a hybrid remote role in Pasadena, CA. A J.D. and active California Bar license are required, with 4+ years in trust administration.

You will handle post-death trust administration, distributions, asset allocation, and beneficiary communications, and draft trust accountings and related documents. Coordinate with CPAs on fiduciary tax matters and draft correspondence as needed.

Qualifications

• J.D. and CA bar license required.
• 4+ years of trust administration experience.
• Experience handling post-death trust administration and related duties.

Responsibilities

• Post-death trust administration and distributions.
• Asset allocation and beneficiary communications.
• Prepare and review trust accountings and related documents.
• Address questions regarding trustee duties, distributions, and liabilities.
• Coordinate with CPAs on estate and fiduciary tax matters.
• Draft related legal documents and correspondence.

Skills

Trust administration

Legal writing

Client communication

Education

J.D. and California Bar License

Job description

Jobot is seeking an Attorney focused on Trust Administration for a hybrid remote role in Pasadena, CA. A J.D. and active California Bar license are required, with 4+ years in trust administration.

You will handle post-death trust administration, distributions, asset allocation, and beneficiary communications, and draft trust accountings and related documents. Coordinate with CPAs on fiduciary tax matters and draft correspondence as needed.