Overview
Paralegal | Trust & Estate Administration | 5+ years experience Jobs in Irvine, CA at Dawson & Dawson Inc
A well-established Orange County law firm is seeking an experienced Trust & Estate Administration Paralegal to support a busy and sophisticated trusts and estates practice. This is an excellent opportunity for a detail-oriented legal professional who thrives in a collaborative environment and enjoys managing trust administration matters from inception through final distribution.
The ideal candidate will bring a strong background in trust administration, estate administration, estate planning support, fiduciary accounting, and post-death administration. A proactive mindset, exceptional organizational skills, and the ability to effectively manage multiple priorities are essential.
Primary Responsibilities
- Manage all phases of trust and estate administration from initial intake through final distribution.
- Prepare and coordinate estate tax returns, gift tax returns, fiduciary accountings, legal notices, and supporting documentation.
- Draft trust administration documents, including Certifications of Trust, beneficiary distribution documents, asset allocation schedules, deeds, transfer documentation, and related correspondence.
- Communicate regularly with clients, beneficiaries, financial institutions, accountants, and other third parties to gather information and facilitate administration.
- Assist attorneys with post-death trust administration, estate settlement, probate-related matters, and ongoing client matters.
- Monitor deadlines, maintain organized client files, and ensure timely completion of all required filings and documentation.
- Support the firm’s commitment to providing exceptional client service through accuracy, professionalism, and responsiveness.
Qualifications
- Minimum of five years of experience in trust and estate administration or estate planning.
- Paralegal certificate from an ABA-approved or accredited program preferred.
- Thorough understanding of trust administration procedures, estate settlement, and fiduciary responsibilities.
- Experience preparing estate tax returns, gift tax returns, fiduciary accountings, and related legal documents.
- Strong written and verbal communication skills with the ability to interact professionally with clients, beneficiaries, financial advisors, accountants, and other professionals.
- Highly organized with excellent attention to detail and strong analytical and problem-solving abilities.
- Proficient with Microsoft Office and legal case management/document management software.
- Ability to work independently while contributing effectively as part of a team.
We are looking for a motivated paralegal who values teamwork, takes ownership of their work, and is committed to delivering outstanding service to clients navigating complex trust and estate matters.
Pay: $85,000.00 – $110,000.00 per year
Benefits:
- AD&D insurance
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Experience:
- trust and estate administration or estate planning: 5 years (Required)
- legal case management software: 1 year (Preferred)
License/Certification:
- Paralegal certificate from an ABA-approved program (Preferred)
Ability to Commute:
- Irvine, CA 92614 (Required)
Work Location: In person
Title: Paralegal | Trust & Estate Administration | 5+ years experience
Company: Dawson & Dawson Inc
Location: Irvine, CA
Category:
