Trust Administration Paralegal

The role

Trust Administration Paralegal

We are looking for an experienced Probate or Trust Administration Paralegal to join our Estate Planning Team. This team member will assist the attorneys and trustees with managing and settling a trust after someone passes away.

Responsibilities

• Asset managementIdentify, gather, inventory, and help the trustee value the assets held within the trust.
• Document reviewRead and interpret the trust agreement and wills alongside the attorney to ensure the proper execution of the grantor's wishes.
• Financial accounting assistanceAssist with preparing trust accountings, track income, expenses, and distributions.
• Tax preparation coordinationCoordinate tax preparation with the accountant.
• Trustee communicationServe as point of contact for trustees, fielding questions and coordinating with the attorney.
• Beneficiary communicationServe as point of contact for beneficiaries, sending required notices and managing asset distribution paperwork.
• CalendaringCalendar and coordinate estate tasks and deadlines.
• TrackingDocument estate activities in case management software.
• Reporting to the attorneyCommunicate status updates to the attorney.