Trust & Estates Paralegal in California

The Trust Officer will be responsible for interacting with all clients, whether retained by the Bank for investment asset management or trust administration. Perform and/or assist Trust Officer(s) in the general administration of trust accounts as assigned, and perform duties as directed by the governing document and current pertinent law.

RESPONSIBILITIES:

• Deal directly with trust beneficiaries and agency clients regarding personal financial situation with minimal supervision.
• Independently prepare for new business meetings with prospective clients and/or assist Relationship Managers (RM), Director (D) and Trust Officers (TO) in preparation for new business meetings with prospective clients.
• Trust and estate administration, estate planning, creation of business entities, tax planning and complex real estate and securities transactions.
• Excels in communication with clients, accountants,...

Our esteemed estate planning law firm client is in search of a Trust & Estates Paralegal with at least 3 years of professional experience to join their new office in Newport Beach, CA. As their firm expands, they're are actively seeking a dedicated full-time paralegal to thrive in a collaborative setting, presenting opportunities for career advancement and engaging challenges. Be a part of the team and contribute to the ongoing success of their firm. Enjoy merit-based salary increases and bonuses, along with a transparent career advancement trajectory including attractive compensation and comprehensive benefits.

Key Responsibilities:

1. Prepare probate pleadings, federal estate tax returns, trust/estate accountings, and funding calculations
2. Manage trust administration, probate, and conservatorships
3. Draft initial versions of trusts, petitions, proposed orders, declarations, and supplements
4. File court...