Trust And Estates Paralegal- 3091277

AMS Staffing Inc.; San Diego (CA); Hybrid; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a Trust and Estates Paralegal to join their dynamic team. In this hybrid role, you will collaborate with attorneys on estate and trust administration, ensuring smooth processes and excellent client interactions. With a strong emphasis on interpersonal skills and a solid paralegal background, you will be responsible for preparing essential legal documents and managing case deadlines. This opportunity offers a competitive salary and outstanding benefits, making it an exciting chance to advance your career in a supportive environment. If you are passionate about legal work and client service, this role is perfect for you.

Qualifications

• 5+ years of paralegal experience in Trusts & Estates.
• Strong analytical, organizational, and communication skills required.

Responsibilities

• Serve as primary contact for trustees and executors during administration.
• Prepare trust and estate documents for attorney review.

Skills

Interpersonal Skills

Analytical Skills

Organizational Skills

Communication Skills

Initiative

Education

ABA Approved Paralegal Certificate

Certification in Estate Planning

Tools

Microsoft Suite

Adobe Acrobat

Excel

iManage

Document Management System

Job description

Job Title: Trust and Estates Paralegal

Location: San Diego, CA 92101

Salary/Payrate: $80K-$100K annually and AWESOME Benefits

Work Environment: Hybrid (2 days WFH)

Term: Permanent / Fulltime

PARALEGAL CERTIFICATE REQUIRED: YES

Job Description

In this position, the paralegal will be working with a team of attorneys in connection with all aspects of estate and trust administration. This is a client-facing role so a strong candidate will have excellent interpersonal skills.

Essential Functions Of Job

• Serve as the primary point of contact for trustees and executors during the administration process.
• Prepare trust and estate administration documents for attorney review including petitions, notices, certifications of trust, application for employer identification numbers, allocation schedule, asset transfer documents, and various correspondence.
• Manage the docket for trust and estate administration cases including ensuring deadlines are calendared and met.
• Prepare tax-related documents for attorney review including estate tax returns and gift tax returns.
• Interface with ancillary professionals such as CPAs, financial advisors, and appraisers.
• Prepare documents related to closely held entities, assist with state filings, and assist with ongoing maintenance of entities.

Required Qualifications

• Required: ABA Approved Paralegal Certificate
• 5+ years of paralegal experience in a Trusts & Estates Practice Group.
• Additional qualifications include excellent analytical and organizational abilities, solid communication (both verbal and written) and interpersonal skills, strong computer abilities and initiative.
• Trusts & Estates litigation experience
• California Notary (preferred)
• Preferred: Certification in Estate Planning
• Computer/Software Knowledge
• Proficiency in Microsoft Suite, experience with document management system, proficient with Adobe Acrobat and Excel
• iManage and estate tax return software of any nature.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Legal

Industries

Law Practice