Retail Options, Executive Search
Trust Administration Paralegal
- directions_car San Rafael
- work Full-time
About the position
Note: This position requires employees to be on-site five days a week at either the San Rafael, Oakland, or Westlake Village, CA office.
About Our Client
Our client is a highly regarded estate planning law firm dedicated to helping individuals and families protect their legacies. They specialize in estate planning, trust administration, tax planning, and asset protection, offering personalized legal solutions to meet each client’s unique needs. With a strong reputation and a client-focused approach, they are committed to delivering exceptional service and legal expertise.
Job Description
- Assist attorneys with all aspects of trust administration, ensuring compliance with legal and procedural requirements.
- Prepare trust administration documents, including certifications of trust, trustee notifications, and affidavits.
- Handle real property transfers, including grant deeds, affidavits, and related assessor forms.
- Coordinate with trustees, beneficiaries, financial institutions, and other professionals throughout the trust administration process.
- Prepare estate valuation reports, asset inventories, and trust funding documentation.
- Assist with trust distributions, including preparing distribution summaries, waivers, and receipts.
- Draft and file probate-related documents as needed.
- Maintain accurate client records, case notes, and deadlines in legal case management software.
- Provide administrative support, including scanning, filing, and organizing trust administration documents.
- Attend regular team meetings and participate in ongoing legal education.
Qualifications
- Paralegal Certificate required.
- Minimum of three years of trust administration experience preferred.
- Strong knowledge of estate planning, trust administration, and related legal procedures.
- Excellent written and verbal communication skills.
- Highly organized with strong attention to detail.
- Proficient in Microsoft Office and legal case management software.
- Ability to handle confidential information with discretion.
- California Notary Public certification or willingness to obtain.
Why This Is a Great Opportunity
- Work with a well-respected law firm that specializes in estate planning and trust administration.
- Gain hands-on experience in trust administration while working closely with attorneys and clients.
- Competitive compensation with opportunities for professional development.
- Comprehensive benefits package, including 401(k), holiday pay, malpractice insurance, marketing allowance and support, partial coverage of employee’s medical insurance premium, and continuing education allowance.
- Collaborative and supportive work environment with a client-focused mission.
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Place of work
San Rafael
United States of America
About the company
Relentless Talent Solutions, Powered by Innovation
We take a non-stop approach to talent acquisition by leveraging the power of artificial intelligence, social media, a database of over 7 million candidates, and a team of recruiters spanning the United States, the Caribbean, and Canada.
In today’s shrinking talent pool, speed is critical—and that’s where we come in. As a boutique firm with a broad reach, we manage the entire hiring journey—from the first conversation to the moment your new hire walks through your door.
What Sets Us Apart
Geographic Expertise: We succeed where others struggle—finding top talent in challenging regions and remote markets.
Discreet & Strategic: From confidential searches to special projects, we handle sensitive assignments with professionalism and precision.
End-to-End Partnership: Our team acts as an extension of your company, fully immersing ourselves in your business culture and hiring needs.
Our Core Values
We Build Long-Term Relationships
We go beyond transactions to foster genuine, lasting partnerships.
We Are an Extension of Your Team
We invest the time to understand your goals, culture, and hiring challenges.
We Move Fast—And Smart
We deliver top-tier candidates swiftly and efficiently—the first time.
We Focus on Quality, Not Quantity
You receive carefully vetted talent, not stacks of résumés.
We Handle Every Detail
Reference checks? Already done. Every candidate we present is fully vetted and ready for the next step.
Relevant places near
- Richmond
- Novato
- San Pablo
- Mill Valley
- San Anselmo
- Larkspur
- Tamalpais-Homestead Valley
- Corte Madera
- Tiburon
- Fairfax
Job ID: 9523481
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