Trust Administration Paralegal, Robert Half

Trust Administration Paralegal

Robert Half

Location:

United States, Roseville

Category:

Legal

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

Reputable estate planning firm is seeking an experienced trust administration paralegal to join their team. This position is full-time in the office with no overtime. This is a perfect opportunity for someone who is seeking a collaborative and supportive environment that promotes a healthy work life balance.

Job Responsibility:

Handle the preparation and drafting of various legal documents related to estate planning
Coordinate and manage the probate and estate administration process
Perform legal research and analysis on relevant laws and regulations pertaining to estate planning and administration
Collaborate with the legal team to ensure efficient processing and execution of estate plans
Maintain accurate and up-to-date client records and files
Address client inquiries and concerns promptly and professionally
Monitor ongoing cases and report any significant changes or issues
Work closely with attorneys to prepare for court proceedings
Ensure compliance with all legal standards and regulations related to estate planning and probate administration
Assist in the development and implementation of improved workflow processes within the legal team

Requirements:

Possession of a bachelor's degree or certificate in paralegal studies
Demonstrated experience in the field of Estate Planning and Probate & Estate Administration
Proficiency in legal research and drafting of legal documents
Excellent communication and interpersonal skills
Strong organization skills with a keen eye for detail
Ability to manage multiple tasks and work under pressure to meet deadlines
Proficient in the use of legal software and Microsoft Office Suite
Ethical and detail oriented conduct in dealing with sensitive and confidential information
Ability to work independently as well as part of a team
Familiarity with court procedures and rules
Strong analytical and problem-solving skills

What we offer:

medical
vision
dental
life and disability insurance
401(k) plan

Additional Information:

Job Posted:

March 24, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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