Trust Administration Paralegal Job at Robert Half (Salem)

Trust Administration Paralegal

Join Woven Legal LLC as a Part Time Trust Administration Paralegal and embark on...

Location

United States , San Francisco

Salary:

30.00 - 31.00 USD / Hour

Woven Legal

Expiration Date

Until further notice

Requirements

Strong understanding of trust administration and California regulations
Adept at identifying potential issues and proactively calling attention to them
Familiarity with software tools such as WealthCounsel and WealthTracks
Ability to conduct thorough research on legal issues and CA requirements related to trust administration
Knowledge of how to apply for Tax IDs for foreign beneficiaries
Foundational estate planning (EP) skills
Capacity to work flexible hours
Help develop system templates for efficiency

Job Responsibility

Assisting with the management of trust accounts
Preparing legal documents
Conducting thorough research to support clients’ needs
Collaborating closely with attorneys and clients
Ensuring timely communication and resolution of any issues
Organizing case files
Maintaining detailed records
Ensuring compliance with legal standards

Parttime

Trust & Estate Administration Paralegal

We are seeking a detail-oriented Trust & Estate Administration Paralegal with 3+...

Location

United States , Denver

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of experience in trust and estate administration
Working knowledge of probate processes and trust administration procedures
Experience handling asset transfers, funding, and beneficiary distributions
Familiarity with estate and fiduciary accounting concepts
Basic understanding of estate and fiduciary tax reporting processes
Proficiency in Microsoft Office (Word, Excel, Outlook) and legal/accounting software
Strong organizational skills with the ability to manage multiple administrations simultaneously
Excellent communication skills with a client-service mindset
High level of discretion when handling sensitive financial and family matters
Paralegal certificate or equivalent work experience required

Job Responsibility

Assist with all aspects of trust and estate administration, including both probate and non-probate matters
Prepare and file routine probate documents (applications, inventories, accountings, and closing documents)
Coordinate collection, valuation, and transfer of estate and trust assets
Facilitate trust funding and administration, including reviewing trust assets and aligning with governing documents
Communicate regularly with clients, trustees, beneficiaries, financial advisors, and custodians
Track and manage key deadlines, including court filings, tax filings, and required distributions
Assist in the preparation of estate inventories and fiduciary accountings
Support preparation and organization of materials for estate tax returns and fiduciary income tax returns (in coordination with CPAs)
Prepare correspondence and documentation related to distributions and beneficiary communications
Maintain and organize detailed client files and administration records

What we offer

Comprehensive benefits package (medical, dental, vision, 401(k))
Paid time off and holidays

Fulltime

Trust and Estate Administration Paralegal

Our client, a leading Elder Law Firm located in Cherry Creek is seeking a 2 plus...

Location

United States , Denver

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2 years of experience of working in a professional services environment
Strong and professional client relations skills
Strong computer skills including Microsoft Word, Excel, Outlook and digital documents
Exceptional skills for project/case organization and attention to detail
At least 2 years of paralegal or comparable experience in a legal or services setting
Background supporting trust and estate administration, probate, estate planning, or related transactional legal work
Strong ability to build client relationships and communicate effectively with attorneys and external contacts
Proficiency with Microsoft Word, Excel, Outlook, and digital document management tools
Excellent organizational skills with the ability to manage deadlines, priorities, and detailed case materials
High level of accuracy, discretion, and attention to detail when handling sensitive legal and financial information

Job Responsibility

Drafting legal documents documents and correspondence
Draft court filings and other government filings (IRS and Secretary of State)
Gathering and reviewing documentation from clients and third parties to determine tasks of administration and case priorities
Asset and creditor evaluation and analysis
Perform and assist in tasks for funding trusts and entities, including titling and retitling of assets
Attorney/Client meetings and communication, including with other professionals and advisors
Assist in preparation of 706/709 Estate and Gift tax returns
Draft other legal documents, such as Estate Planning documents, Entity formation and operations documents, pre/post martial planning documents
Providing support to and working with a senior paralegal
Performing general file management, including file (physical and digital) creation, routine maintenance and closure

What we offer

health insurance
dental insurance
vision insurance
401k
life and disability insurance
PTO
HSA
FSA
FMLA
paid holidays

Fulltime

Trust & Estates Paralegal

We are looking for a skilled paralegal to support a practice focused on trust ad...

Location

United States , Palo Alto

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3 to 8+ years of paralegal experience in a law firm or similar legal environment
Background in trust administration, probate, civil litigation, or a combination of these practice areas is preferred
Demonstrated ability to manage multiple active matters while maintaining accuracy and strong attention to detail
Confidence working independently within a structured process-driven setting
Strong written and verbal communication skills for interacting with clients, attorneys, and internal staff
Experience tracking deadlines, organizing legal documents, and supporting filings and case logistics
Familiarity with Clio or comparable case management software is an advantage

Job Responsibility

Manage trust and estate matters from initial intake through final distribution, helping ensure each stage is completed accurately and on schedule
Draft and assemble administration documents such as notices, asset inventories, and other matter-related materials
Monitor court dates, filing requirements, and internal deadlines so that cases continue moving forward without delay
Support litigation matters by preparing discovery materials, organizing responses, and coordinating document production
Assist with filings, service coordination, and other procedural steps required for active civil or probate-related disputes
Maintain orderly electronic case files in Clio and keep records, correspondence, and supporting documents easy to access
Prepare exhibits, binders, and case materials for hearings, meetings, and other attorney needs
Communicate with clients to collect information, request records, and clarify outstanding items needed for case progress
Work with attorneys and administrative staff to follow firm processes, confirm next steps, and keep matters advancing efficiently

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

Sr. Paralegal - Estate Administration

We are looking for an experienced Senior Paralegal specializing in estate admini...

Location

United States , Blue Bell, Fort Washington

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Extensive experience in independently administering estates and trusts
Proficiency in preparing income tax returns for individuals, estates, and trusts
Strong analytical skills to manage complex financial matters
Excellent written and verbal communication skills to interact effectively with clients and colleagues
Demonstrated commitment to providing exceptional client service
Ability to reliably commute to Fort Washington, Pennsylvania, and work in an in-office environment
Pennsylvania Notary Public certification is preferred but not mandatory

Job Responsibility

Identify and manage estate assets with precision and attention to detail
Perform probate-related tasks to ensure compliance with legal requirements
Administer estates independently, overseeing all necessary documentation and processes
Maintain accurate and comprehensive financial records for estates and trusts
Prepare and review income, inheritance, and estate tax returns
Draft fiduciary accountings, schedules of distribution, and other essential legal documents
Create receipt and release agreements as well as other estate-related paperwork
Collaborate with attorneys and clients to address inquiries and resolve estate administration matters

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

Trust & Estates Paralegal

McCarter & English, LLP is seeking a Trust & Estates Paralegal to be based in ou...

Location

United States , Newark

Salary:

50000.00 - 110000.00 USD / Year

McCarter & English

Expiration Date

Until further notice

Requirements

Bachelor’s degree or certificate in paralegal studies program required
Previous estate planning and administration experience preferred
New Jersey Notary Public preferred (New York Notary Public a plus)
Ability to interact on a friendly, knowledgeable basis with clients and outside advisors
Good communication and teamwork skills
Coordinate with vendors as needed, manage software updates with the firm’s IT department
Coordinate logistics and assist attorneys during client meetings and document executions
Maintain attorney calendars
Perform legal, factual and internet research
Perform records research

Job Responsibility

Prepare initial drafts of wills, trusts, durable powers of attorney, advance directives for medical care for attorney review
Assist in updates to beneficiary designations to coordinate with new estate planning documents
Organize paper and electronic estate planning files
Work closely with attorneys and assistants in docketing and final presentation of documents to clients
Maintain list of gift tax returns required on an ongoing basis
Prepare U.S. Gift Tax Return (Form 709) and its exhibits for attorney review
Monitor deadlines in connection with numerous estates
Work with clients to assemble information needed for probate or administration
Maintain organized paper and electronic files on a current basis
Prepare documents needed to commence the probate / administration process

What we offer

Firm-Paid: Basic life and accidental death and dismemberment (AD&D) insurance and short-term (ST) and long-term (LT) disability benefits
Health & Wellness: Comprehensive medical/prescription drug coverage (the Firm pays a share of the cost), including a high deductible health plan with an annual Firm health savings account (HSA) contribution
Employee-Paid Voluntary Benefits: Dental and vision coverage, supplemental health plans (accident, cancer and critical illness), flexible spending accounts, optional life and AD&D insurance (supplemental employee, spouse and child) and supplemental STD coverage
Retirement: 401(k) plan offering three types of contributions: pre-tax, Roth and after-tax contributions
Time Off: Paid Time Off (PTO), paid holidays, and leaves of absence to support work-life balance (e.g. parental leave)
Free and confidential employee assistance program (EAP) and behavioral health services program
Firm-paid back-up child/elder care, academic support and pet care program
Tax-advantaged college savings 529 Plan
Employee discounts through Working Advantage
Eligibility for discretionary bonus

Fulltime

Trust & Estates Paralegal

BrainWorks is working with a top law firm in New York looking for an experienced...

Location

United States , New York

Salary:

Not provided

BrainWorks

Expiration Date

Until further notice

Requirements

Minimum of 3 years of T&E experience
Bachelor’s Degree
Paralegal Certificate and/or a combination of either with work experience
Strong organizational skills
Strong written/verbal skills
Strong interpersonal skills

Job Responsibility

Handle all phases of estate and trust administration, including probate
Prepare federal and state estate tax returns and fiduciary accountings
Extensive communication with clients
Distribute of estate assets and trust funding
Deed work

What we offer

Competitive compensation
Nice benefits
Collegial work environment
Hybrid work schedule

Trust & Estate Paralegal

Robert Half Legal is partnering with an established legal team in Westlake Villa...

Location

United States , Westlake Village

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

A minimum of 2 years of experience in trust administration and probate work
Demonstrated experience preparing and filing Form 706 and relevant legal documents
Superior organizational skills and keen attention to detail
Ability to excel in a small, collaborative work environment
Proven capacity to manage multiple cases and effectively prioritize tasks
Strong written and verbal communication skills for effective client and team interaction
Proficiency in legal case tracking and management systems

Job Responsibility

Oversee trust administration and probate cases, ensuring the timely and accurate completion of all required tasks
Prepare and file essential legal documents, including Form 706, supporting post-death trust administration
Track active cases to ensure progress, meet deadlines, and avoid stagnation
Collaborate closely with team members to streamline case management and reduce stress for clients
Maintain detailed records for all open cases, ensuring compliance with legal requirements and tracking important updates
Meet billable hour requirements and contribute to the operational goals of the firm
Communicate clearly and professionally with clients and stakeholders providing updates and resolving inquiries
Assist in maintaining a positive, organized workflow within a small office setting
Support the management of the firm’s trust and estate matters, including approximately 200 active cases
Work alongside the principal and support staff to achieve firm-wide objectives

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

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Trust Administration Paralegal

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