Trust Administration Paralegal

3 weeks ago

Los Altos, California, United States Atticus Inc Full time
Job Description

Gadzo Law, P.C. is a forward-thinking law firm that prides itself on providing exceptional trust and estate administration services. We are committed to excellence, client satisfaction, and maintaining the highest standards of integrity and professionalism. Our team works virtually, offering flexibility and the opportunity to collaborate with top legal professionals across the state.

Your Role:

As a Paralegal specializing in Trust Administration, you will play a critical role in managing and executing complex trust and estate matters. Your expertise in trust administration, fiduciary accountings, and probate processes will be instrumental in supporting our clients and ensuring their legal needs are met with precision and care.

Key Responsibilities:

  • Comprehensive Trust & Estate Administration: Manage all aspects of trust administration, estate administration, and probate matters with the utmost attention to detail and accuracy.
  • Expert Document Preparation: Prepare and file essential legal documents including Probate Petitions, Court Accountings, Trust Accountings, Trust Transfer Deeds, and ancillary county forms. Draft and dispatch notices to the relevant authorities.
  • Tax Compliance & Filings: Assist with the preparation and filing of estate tax returns, 706 Forms, 709 Forms, and other necessary documents to ensure compliance with state and federal regulations.
  • Client & Court Interaction: Serve as the main point of contact for clients, courts, attorneys, and county agencies, providing clear and effective communication throughout the administration process.
  • Legal Research & Updates: Conduct thorough legal research and stay current on relevant legal codes and procedures, particularly California Probate Code, Family Code, Welfare & Institutions Code, and Rules of Court.
  • Technology Utilization: Leverage technology, including Microsoft Office Suite 365, Judicial Council Forms, Adobe applications, and potentially Clio Manage, to streamline processes and enhance productivity.
  • Business Formation Assistance: Provide support in business transactions, including LLC and corporate formation, ensuring all necessary legal documentation is prepared and filed correctly.

Requirements

  • Experienced Professional: You have 8 to 10 years of hands-on experience in trust and estate administration, with a deep understanding of fiduciary accounting, probate processes, and legal document preparation.
  • Detail-Oriented: Your meticulous attention to detail ensures that all documents are accurate and compliant with legal standards. You take pride in delivering error-free work, even under tight deadlines.
  • California Expertise: You possess extensive knowledge of California law, particularly in probate and trust administration. Your familiarity with California's legal codes makes you an invaluable asset to our team.
  • Independent & Proactive: You are capable of working independently, managing your workload efficiently, and prioritizing tasks to meet court filing deadlines. You are self-motivated and driven to achieve excellence.
  • Tech-Savvy: You are proficient in using Office 365, SharePoint, and other legal software tools. You have a fully equipped home office, including the necessary multi-screen setup, to handle your responsibilities effectively.

Education & Experience:

  • Academic Background: A bachelor's degree in legal studies, paralegal studies, or a related field, or equivalent professional experience.
  • Specialized Knowledge: Experience in bypass trust and survivor trust administration, with a preference for candidates familiar with the California probate process.
  • Software Skills: Experience with Clio Manage is a plus but not required.

Benefits

We value your expertise and provide a supportive environment that allows you to thrive. We offer competitive compensation, a flexible work-from-home arrangement, and the opportunity to work on meaningful cases that make a difference in the lives of our clients.

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