Trust Administration Paralegal

Robert Half Legal
Published
August 13, 2019
Location
Pasadena, CA
Category
Job Type

Description

Ref ID: 00290-0011115917

Classification: Paralegal

Compensation: DOE

This Trust Administration Paralegal position is with one of Robert Half's best clients. If you have at least 1 year of Trust Administration experience we want to hear from you! This is a modern Trust & Estate Planning firm with excellent benefits. Trust Administration Paralegals SEND RESUMES IN WORD FORMAT TO [Click Here to Email Your Resumé] Your responsibilities in this role • Drafts petitions, annual/final accountings and statements of account or final settlement, final receipts, and related documentation all in connection with probate estates and informal/small estate proceedings. • Contacts and coordinates with probate court on administration of probate estates. • Trust Administration • Coordinates the transfer of assets into and out of trusts, including bank accounts, stock transfers and real estate deeds. • Coordinates and/or effect distributions to trust beneficiaries. • Performs routine trust reporting functions, including inventories, annual reconciliations and annual trust accountings.

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