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Trust Administration Specialist

2 months ago


California, United States Avata Partners Full time

We are seeking a highly skilled Estate Planning Paralegal to join our team at Avata Partners. This is an exciting opportunity for a seasoned professional with 5+ years of experience in trust and estate work to take on a challenging role in a dynamic law firm setting.

The ideal candidate will possess:

  • Extensive experience in preparing client estate planning documents, probate, and trust administration, with a deep understanding of California probate and trust administration processes.
  • Proven ability to maintain a high level of productivity and meet billable hourly requirements.
  • Strong analytical and problem-solving skills, with a keen eye for detail and a commitment to accuracy.
  • A high level of discretion and the ability to provide exceptional client support and service.
  • Proficiency in MS Office, including Word, Excel, and Outlook.
  • Excellent written and verbal communication skills, with the ability to effectively collaborate with colleagues and clients.
  • The flexibility to work in the office up to 4 days per week.

As a key member of our team, the Estate Planning Paralegal will play a critical role in supporting the firm's estate planning and trust administration practices. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.