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Trust Paralegal (certified)
Westlake Village, CA · LegalJob Title – Trust Paralegal (paralegal certified required)
Company Location – Westlake Village, CA
On-site, Full Time
Pay –$45-50/hr. DOE
Job Summary of the Trust Paralegal position
Integr8staff seeks an experienced Business, Corporate Law and Real Estate Paralegal with at least 3 years’ experience to join an expanding law firm offering tremendous growth potential.
Responsibilities of the Trust Paralegal position
Analyze trust provisions following initial Trust Administration consultation and initiate preparation of “Trust Administration Attorney Summary” for completion by Lead Attorney’s review.
Prepare Welcome Email to Trustee, Letter of Instruction to Trustee, TA Merge file
Prepare calculations related to Proposition 19 for analysis by Lead Attorney.
Work closely with bridge loan officers to ensure that proper documentation is prepared and timely filed, as needed
Communicate with Trustees telephonically, electronically and in-person.
Meet with Trustees for necessary signing appointments.
Communicate with outside professionals and agencies (i.e., Attorneys, Appraisers, Tax Preparers, Assessors, Recorders, financial and real estate Brokers and Escrow officers etc.).
Run Estate Valuation Pricing (EVP) to document adjusted cost basis of securities, as necessary.
Preparation of date of death value Inventory and Appraisements and Allocation of Assets pursuant to the terms of the Trust.
Prepare documents required to establish sub-trusts (i.e., Certifications of Trust, SS-4 Forms to obtain Taxpayer ID Numbers, and Acceptance/Appointment of Trustee)
Preparation of trust distribution summaries, waivers, and receipts etc.
Preparation of Federal Estate Tax returns (Form 706), 709 returns, and Accountings.
Probate support, as needed.
Assemble Trust Administration Legacy Binder with all documentation related to the TA and preparation of Closing Letter for Lead Attorney’s approval.
Assist Attorney with Trust Petitions
Requirements of the Trust Paralegal position
Must have at least 3 or more years of current certified Trust Paralegal
Paralegal Certificate required
Must come directly from a Trust Law firm
Type 75+ wpm and have excellent spelling, grammar and punctuation
Comprehension of legal terminology
Efficient in time management and administering and executing tasks
Strong proofreading and grammatical skills; and computer literacy
Interpersonal skills including oral and written communication skills
Background or experience in Trust and Estate Planning is required
Must be able to work under pressure, be flexible, proactive, resourceful and efficient.
Must be able to handle multiple projects and changing priorities on a busy desk.
Possess a valid CA Driver’s License with valid car insurance and be able to drive to other work locations based on the needs of the firm.
Updated resume is required for consideration. Only Local candidates will be considered - Position does not offer relocation or visa sponsorship.
Company Location – Westlake Village, CA
On-site, Full Time
Pay –$45-50/hr. DOE
Job Summary of the Trust Paralegal position
Integr8staff seeks an experienced Business, Corporate Law and Real Estate Paralegal with at least 3 years’ experience to join an expanding law firm offering tremendous growth potential.
Responsibilities of the Trust Paralegal position
Analyze trust provisions following initial Trust Administration consultation and initiate preparation of “Trust Administration Attorney Summary” for completion by Lead Attorney’s review.
Prepare Welcome Email to Trustee, Letter of Instruction to Trustee, TA Merge file
Prepare calculations related to Proposition 19 for analysis by Lead Attorney.
Work closely with bridge loan officers to ensure that proper documentation is prepared and timely filed, as needed
Communicate with Trustees telephonically, electronically and in-person.
Meet with Trustees for necessary signing appointments.
Communicate with outside professionals and agencies (i.e., Attorneys, Appraisers, Tax Preparers, Assessors, Recorders, financial and real estate Brokers and Escrow officers etc.).
Run Estate Valuation Pricing (EVP) to document adjusted cost basis of securities, as necessary.
Preparation of date of death value Inventory and Appraisements and Allocation of Assets pursuant to the terms of the Trust.
Prepare documents required to establish sub-trusts (i.e., Certifications of Trust, SS-4 Forms to obtain Taxpayer ID Numbers, and Acceptance/Appointment of Trustee)
Preparation of trust distribution summaries, waivers, and receipts etc.
Preparation of Federal Estate Tax returns (Form 706), 709 returns, and Accountings.
Probate support, as needed.
Assemble Trust Administration Legacy Binder with all documentation related to the TA and preparation of Closing Letter for Lead Attorney’s approval.
Assist Attorney with Trust Petitions
Requirements of the Trust Paralegal position
Must have at least 3 or more years of current certified Trust Paralegal
Paralegal Certificate required
Must come directly from a Trust Law firm
Type 75+ wpm and have excellent spelling, grammar and punctuation
Comprehension of legal terminology
Efficient in time management and administering and executing tasks
Strong proofreading and grammatical skills; and computer literacy
Interpersonal skills including oral and written communication skills
Background or experience in Trust and Estate Planning is required
Must be able to work under pressure, be flexible, proactive, resourceful and efficient.
Must be able to handle multiple projects and changing priorities on a busy desk.
Possess a valid CA Driver’s License with valid car insurance and be able to drive to other work locations based on the needs of the firm.
Updated resume is required for consideration. Only Local candidates will be considered - Position does not offer relocation or visa sponsorship.