Trust Administration Paralegal in San Diego, CA| LawFirmStaff

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Title : Trust Administration Paralegal

Location : California - San Diego
Refer to Job # NGLC825934


Trust Administration Paralegal The candidate will provide dedicated paralegal support to partner and associate attorneys in a variety of client matters within the Trust Administration practice area. Post-mortem administrations, including drafting and editing of all trust administration documents, client correspondence and communications, trust funding and/or distribution of trust assets. Probate administrations, including drafting and editing of probate forms and pleadings, knowledge of court rules, calendaring deadlines and hearing dates, e-filing of court documents, client/court correspondence and communications, and distribution of estate assets. Estate planning, including drafting and editing of trusts, wills, and ancillary documents, client correspondence and communications, and trust funding. Retrieving and cataloging client deeds to real property. Preparing Application for Employer Identification Number for Trusts and Estates and obtain tax identification numbers from the Internal Revenue Service. Updating Firm calendar with administrative, court, and tax deadlines. Other trust and estate administration duties when required, which may include research of current tax/property law and reporting of findings, and preparation of estate and gift tax returns. Update all Master Template documents for estate planning and trust administration practice. Coordination with legal secretaries and other practice groups to establish and maintain best-practice protocols for document standardization and versions. Administrative and clerical duties when necessary Current CA Paralegal Certification from accredited program., Practicing paralegal experience in Trust Administration for 5 years.
 
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