Trust Administration Paralegal

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist attorneys in formulating and executing legal strategies.

• Prepare Judicial Council documents and accompanying legal paperwork.

• Work collaboratively with attorneys and team members to enhance case workflows and office procedures.

• Manage trust administration, trust management, and conservatorship issues.

• Record and monitor billable and nonbillable time entries.

• Oversee assigned caseloads and ensure timely advancement of all matters.

• Handle legal calendaring and schedule significant deadlines.

• Deliver outstanding client service through clear and professional communication.

• Create reports, correspondence, chronologies, and legal summaries.

• Organize, summarize, and maintain information related to cases.

• Keep both electronic and physical case files updated.

• Coordinate and prepare materials for hearings, mediations, and attorney meetings.

• Track deadlines, milestones, and court-related requirements.

• Communicate with clients, experts, courts, and third parties to provide updates and gather necessary information.

• Conduct legal research and case analysis pertaining to trust administration, probate, and conservatorship matters.

• File forms, legal documents, and supporting materials.

• Perform document reviews and case evaluations.

• Review California Probate Code, California Rules of Court, and relevant local regulations.

• Draft motions, pleadings, petitions, affidavits, declarations, subpoenas, agreements, court orders, and other legal documents.

⛳️ Requirements

• At least 2 years of experience as a paralegal, legal assistant, or legal secretary.

• Required experience with California Trust Administration processes.

• Strong comprehension of trust administration procedures, trust management matters, and conservatorship cases.

• Associate Degree in Paralegal Studies or Legal Assistant Studies.

• Bachelor's Degree is preferred but not mandatory if the minimum experience is fulfilled.

• Comprehensive knowledge of California Trust Administration procedures.

• Experience in managing trust administration, probate, and conservatorship cases.

• Proficient case management and legal document preparation abilities.

• Capability to manage deadlines and prioritize workload effectively.

• Excellent written and verbal communication skills in English.

• Strong legal research and analytical skills.

• Client-focused attitude with a professional and empathetic demeanor.

• Highly organized and detail-oriented work approach.

• Self-motivated with the ability to work independently.

• Strong problem-solving and critical thinking capabilities.

• Commitment to quality work and accountability.

• Adaptable and open to learning new systems and technologies.

• Strong time management and multitasking skills.

• Professional discretion and judgment in handling sensitive information.

• Excellent collaboration skills and the ability to work well with attorneys and legal teams.

• Remote position operating in the Pacific Standard Time (PST) zone.

• Schedule: Monday to Friday.

• Expected light call volume (average of 5 calls per day).

• Proficient in Clio Manage, Dialpad, Microsoft Word, Microsoft Excel, PDF Software, Legal Calendaring Software, Judicial Council Forms, and Lawya.

• Bilingual in English and Spanish is a plus.

🏝️ Benefits

• Opportunity to work remotely.

• Environment certified as a Great Place to Work.

• Guidance from recruiters throughout the application process.