Part-Time Remote Trust & Estate Paralegal
We are looking for an experienced Trust and Estate Paralegal to join a firm on a contract basis in San Diego, California. This is a part-time, remote opportunity that can start immediately. Candidates must have California based legal experience.
Responsibilities:
ā¢ Draft and prepare trust administration documents, primarily around guardianships and conservatorships
ā¢ Assist with the administration of trusts and estates, including the preparation of inventories, asset transfers, accountings, and distributions
ā¢ Coordinate with clients, financial institutions, and government agencies to gather information and facilitate estate administration
ā¢ Maintain client files and track important deadlines
ā¢ Conduct legal research as needed
ā¢ Utilize Clio for case management
ā¢ Fluent in Spanish, a plus
For immediate consideration, please email resumes to morgan.alessini@roberthalf[dotcom] with the subject line "Trust and Estate Paralegal".
ā¢ Minimum of 3 years of experience in trust and estate law
ā¢ Strong knowledge of probate, estate planning, and trust administration procedures
ā¢ Proficiency in Clio a plus
ā¢ Exceptional organizational skills and attention to detail
ā¢ Excellent written and verbal communication skills
ā¢ Ability to maintain confidentiality and work with sensitive information
Apply Now
Apply Now
Responsibilities:
ā¢ Draft and prepare trust administration documents, primarily around guardianships and conservatorships
ā¢ Assist with the administration of trusts and estates, including the preparation of inventories, asset transfers, accountings, and distributions
ā¢ Coordinate with clients, financial institutions, and government agencies to gather information and facilitate estate administration
ā¢ Maintain client files and track important deadlines
ā¢ Conduct legal research as needed
ā¢ Utilize Clio for case management
ā¢ Fluent in Spanish, a plus
For immediate consideration, please email resumes to morgan.alessini@roberthalf[dotcom] with the subject line "Trust and Estate Paralegal".
ā¢ Minimum of 3 years of experience in trust and estate law
ā¢ Strong knowledge of probate, estate planning, and trust administration procedures
ā¢ Proficiency in Clio a plus
ā¢ Exceptional organizational skills and attention to detail
ā¢ Excellent written and verbal communication skills
ā¢ Ability to maintain confidentiality and work with sensitive information
Apply Now
Apply Now