Trust Administration Paralegal Specialist

Job Overview

Gadzo Law, P.C. is a progressive law firm renowned for its excellence in trust and estate administration services. Our commitment to client satisfaction and maintaining the highest standards of integrity and professionalism sets us apart in the legal field. We operate in a virtual environment, providing flexibility and the opportunity to engage with esteemed legal professionals throughout California.

Key Responsibilities

• Oversee all facets of trust administration, estate administration, and probate matters, ensuring meticulous attention to detail.
• Prepare and file crucial legal documents such as Probate Petitions, Court Accountings, Trust Accountings, and Trust Transfer Deeds.
• Assist in the preparation and filing of estate tax returns and other compliance documents to meet regulatory requirements.
• Act as the primary liaison for clients, courts, attorneys, and county agencies, ensuring effective communication throughout the process.
• Conduct comprehensive legal research and remain informed on relevant legal codes and procedures, particularly California Probate Code and Family Code.
• Utilize technology to optimize processes and improve efficiency, including Microsoft Office Suite 365 and Adobe applications.
• Support business transactions, including LLC and corporate formation, by preparing and filing necessary legal documentation.
  
  

Required Skills

• 8 to 10 years of practical experience in trust and estate administration, with a strong grasp of fiduciary accounting and probate processes.
• Exceptional attention to detail, ensuring all documents are precise and compliant with legal standards.
• Extensive familiarity with California law, particularly in relation to probate and trust administration.
• Proven ability to work autonomously, manage workloads effectively, and prioritize tasks to meet deadlines.
• Proficient in using legal software tools and Microsoft Office 365, with a fully equipped home office setup.
  
  

Qualifications

• Bachelor's degree in legal studies, paralegal studies, or a related discipline, or equivalent professional experience.
• Specialized knowledge in bypass trust and survivor trust administration is preferred.
• Experience with Clio Manage is advantageous but not mandatory.
  
  

Career Growth Opportunities

We encourage continuous professional development, offering avenues for our team members to enhance their skills and knowledge within the trust administration field.

Company Culture And Values

At Gadzo Law, P.C., we foster a collaborative and supportive work environment, rooted in a commitment to excellence and high ethical standards. Our culture prioritizes both individual contributions and teamwork, ensuring a fulfilling professional experience.

Compensation And Benefits

• Salary Range: \(85/hour to \)125/hour, contingent upon experience and qualifications.
• Job Types: Contract, Part-time.
• Flexible scheduling available, including Monday to Friday and weekends/evenings.
  
  

Why Join Us?

This position offers a unique opportunity for seasoned paralegals passionate about trust administration. By becoming part of Gadzo Law, P.C., you will engage in meaningful legal work while enjoying a flexible and supportive environment that values your expertise.

Employment Type: Part-Time