Trust and Estate Paralegal Specialist

2 weeks ago


Novato, California, United States Eleos Full time
Trust and Estate Paralegal Role at Eleos

The Trust and Estate Paralegal will be responsible for interacting with clients, performing trust administration tasks, and assisting in the general administration of trust accounts. This role requires strong communication skills, attention to detail, and the ability to work independently.

Key Responsibilities:
  • Deal directly with trust beneficiaries and agency clients regarding personal financial situations.
  • Prepare for new business meetings with prospective clients and assist in the preparation of documents and forms.
  • Assist in trust and estate administration, estate planning, creation of business entities, tax planning, and complex real estate and securities transactions.
  • Communicate effectively with clients, accountants, financial advisors, banking personnel, realtors, appraisers, and other attorneys.
  • Prepare fiduciary accountings, income tax returns, and estate tax returns.
  • Develop and maintain office forms, templates, and procedures.
  • Train and support other paralegals and staff.
Requirements:
  • Trust and estate administration, estate planning, creation of business entities, tax planning, and complex real estate and securities transactions.
  • Trust administration: terminating trusts, discretionary trusts, charitable remainder unitrusts, special needs trusts, irrevocable trusts created for estate tax planning purposes, and agency trusts.


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