Estate Planning/Trust Administration or Business and Real Estate Paralegal

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    "departmentLabel": "EP Paralegal",
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    "location": {
      "city": "Sacramento",
      "state": "California",
      "postalCode": "95814-4407",
      "addressCountry": "United States"
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    "datePosted": "2026-05-13",
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    "description": "<p><span style=\"font-weight: bold\">Position Summary:</span> </p>\n<p><br></p>\n<p>Responsible for daily activities of Estate Planning and Trust Administration <span style=\"font-weight: bold\">OR</span> Business and Real Estate and attorney support, handling client meetings/telephone inquiries, preparing all documentation to support clients and trustees in administering trusts and estates, review and update master documents as needed, research legal issues. </p>\n<p><span style=\"font-weight: bold\">In this role the Paralegal will work 3 days in office and 2 days from home.</span></p>\n<p><br><br></p>\n<p><span style=\"font-weight: bold\">Estate Planning Responsibilities:</span></p>\n<p><br></p>\n<ul>\n<li><span>Use  software to update client information on the database and conflict check against the entire client database</span></li>\n<li><span>Draft estate planning documents using WealthCounsel. Make corrections/changes to the documents as instructed by the attorney and client</span></li>\n<li><span>Prepare wills, powers of attorney, and related documents</span></li>\n<li><span>Prepare deeds and related documents for the transfer of assets/entities</span></li>\n<li><span>Research real property to confirm title</span></li>\n<li><span>Respond to client inquiries about drafts and other EP or TA matters</span></li>\n<li><span>Merge, format, and mail drafts of estate planning documents to clients</span></li>\n<li><span>Take lead responsibility for signing meetings, ensuring all documents are properly signed, notarized, and scanned into the client file</span></li>\n<li><span>Participate in weekly estate planning and staff meetings</span></li>\n<li><span>Correspond with clients to answer client questions and concerns</span></li>\n<li><span>While this position is primarily estate planning, on occasion, assist with trust administration</span>\n<ul>\n<li><span>Management of trust administration, probate, and non-probate transfer matters from initial engagement to completion</span></li>\n<li><span>Draft petitions, pleadings, IRS 706 forms, court forms, legal documents, and correspondence</span></li>\n<li><span>Communicate with our clients, trustees, beneficiaries, and court contacts</span></li>\n<li><span>Prepare and serve required government notices and forms</span></li>\n<li><span>Maintain electronic files and records</span></li>\n<li><span>Prepare asset allocations, inventories, and accountings</span></li>\n</ul>\n</li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold\">Trust Administration Responsibilities:</span> </p>\n<p><br></p>\n<ul>\n<li>Analyze trust provisions following initial Trust Administration consultation and initiate preparation of “Trust Administration Attorney Summary” for completion by Lead Attorney’s review. </li>\n</ul>\n<ul>\n<li>Prepare and send Welcome Email to Trustee to develop relationship </li>\n</ul>\n<ul>\n<li>Preparation of Letter of Instruction to Trustee RE: Trust Administration Process. </li>\n</ul>\n<ul>\n<li>Preparation of TA Merge file, which includes preparation of the following documents: </li>\n</ul>\n<ul>\n<li>Authorization to Release Information. </li>\n</ul>\n<ul>\n<li>Certification of Trust. </li>\n</ul>\n<ul>\n<li>Notification by Trustee pursuant to PC 16061.7/15800 and cover letters to persons entitled to notice. </li>\n</ul>\n<ul>\n<li>Notice to the Director of Healthcare Services. </li>\n</ul>\n<ul>\n<li>Notice to Franchise Tax Board. </li>\n</ul>\n<ul>\n<li>Notice to Credit Bureaus. </li>\n</ul>\n<ul>\n<li>Instruction Letter to Superior Court (Lodging of decedent’s original Last Will). </li>\n</ul>\n<ul>\n<li>Real Property Transfer Work (Per Property): </li>\n</ul>\n<ul>\n<li>Affidavit – Death of Trustee. </li>\n</ul>\n<ul>\n<li>Grant Deed. </li>\n</ul>\n<ul>\n<li>Applicable Assessor forms: COS, PCOR, applicable Proposition forms; Homeowner’s Exemption. </li>\n</ul>\n<ul>\n<li>Prepare calculations related to Proposition 19 for analysis by Lead Attorney. </li>\n</ul>\n<ul>\n<li>Work closely with bridge loan officers to ensure that proper documentation is prepared and timely filed, as needed </li>\n</ul>\n<ul>\n<li>Small Estates Affidavit pursuant to PC 13100. </li>\n</ul>\n<ul>\n<li>Communicate with Trustees telephonically, electronically and in-person. </li>\n</ul>\n<ul>\n<li>Meet with Trustees for necessary signing appointments. </li>\n</ul>\n<ul>\n<li>Communicate with outside professionals and agencies (i.e., Attorneys, Appraisers, Tax Preparers, Assessors, Recorders, financial and real estate Brokers and Escrow officers etc.). </li>\n</ul>\n<ul>\n<li>Run Estate Valuation Pricing (EVP) to document adjusted cost basis of securities, as necessary. </li>\n</ul>\n<ul>\n<li>Obtain title reports and vesting deeds, when needed. </li>\n</ul>\n<ul>\n<li>Preparation of date of death value Inventory and Appraisements and Allocation of Assets pursuant to the terms of the Trust. </li>\n</ul>\n<ul>\n<li>Prepare documents required to establish sub-trusts (i.e., Certifications of Trust, SS-4 Forms to obtain Taxpayer ID Numbers, and Acceptance/Appointment of Trustee) </li>\n</ul>\n<ul>\n<li>Preparation of trust distribution summaries, waivers, and receipts etc. </li>\n</ul>\n<ul>\n<li>Preparation of Federal Estate Tax returns (Form 706), 709 returns, and Accountings. </li>\n</ul>\n<ul>\n<li>Probate support, as needed. </li>\n</ul>\n<ul>\n<li>Assemble Trust Administration Legacy Binder with all documentation related to the TA and preparation of Closing Letter for Lead Attorney’s approval. </li>\n</ul>\n<ul>\n<li>Assist Attorney with Trust Petitions, which includes: </li>\n</ul>\n<ul>\n<li>Initial drafting, editing, and formatting. </li>\n</ul>\n<ul>\n<li>Drafting of required Court documents (i.e., Case coversheets and Notice of Hearing). </li>\n</ul>\n<ul>\n<li>Communicating with Trustee, beneficiaries, heirs, and entities. </li>\n</ul>\n<ul>\n<li>Drafting of waivers and consents. </li>\n</ul>\n<ul>\n<li>Electronic and hardcopy filing of petitions. </li>\n</ul>\n<ul>\n<li>Reviewing Probate Notes and communicating with Probate Attorney. </li>\n</ul>\n<ul>\n<li>Drafting and filing of Supplements. </li>\n</ul>\n<ul>\n<li>Drafting formal Court Orders and Notice of Entry of Order. </li>\n</ul>\n<ul>\n<li>Obtaining certified Court Orders. </li>\n</ul>\n<ul>\n<li>Recording Orders with respective Counties, as needed. </li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold\">Business and Real Estate Paralegal Responsibilities:</span></p>\n<p><br></p>\n<ul>\n<li><span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Completion of Funding for client matters:</span></span><span><br></span></li>\n<li><span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Deeds with relevant County forms;</span></span><span><br></span></li>\n<li><span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Transfer letters;</span></span><span><br></span></li>\n<li><span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Calculation of recording fees;</span></span><span><br></span></li>\n<li><span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Affidavits of death with County forms;</span></span><span><br></span></li>\n<li><span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Assignments of Business Interest;</span></span><span><br></span></li>\n<li><span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Assignments of Deeds of Trust;</span></span><span><br></span></li>\n<li><span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Mailing and tracking of executed deeds to My Legal Depot.</span></span><span><br></span></li>\n<li><span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Preparation of Business Formation documents based on the written processes in place at CunninghamLegal, which includes the following:</span></span><span><br></span></li>\n<li><span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Operating Agreement;</span></span><span><br></span></li>\n<li><span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Operations Manual;</span></span><span><br></span></li>\n<li><span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Members Contribution Schedule;</span></span><span><br></span></li>\n<li><span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Membership Interest Certificates; </span></span><span><br></span></li>\n<li><span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Solvency Certificate;</span></span><span><br></span></li>\n<li><span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Subscription Agreement; </span></span><span><br></span></li>\n<li><span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Transfer Ledger;</span></span><span><br></span></li>\n<li><span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Consent to Action in Place of Organizational;</span></span><span><br></span></li>\n<li><span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">List of Members and Membership Interests;</span></span><span><br></span></li>\n<li><span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Filing of Articles of Organization;</span></span><span><br></span></li>\n<li><span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Applying for EINs from the IRS;</span></span><span><br></span></li>\n<li><span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Handling designation of Registered Agent for Service of Process;</span></span><span><br></span></li>\n<li><span><span style=\"font-family: Arial, sans-serif; font-size: 12pt\">Background or experience in Estate Planning is preferred and if not, training will be provided</span></span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold\">Administrative Related Responsibilities:</span> </p>\n<p><br></p>\n<ul>\n<li>Continuing Legal Education, as required. </li>\n</ul>\n<ul>\n<li>Retain membership as a CA Notary Public (Attend required seminars and take required tests). </li>\n</ul>\n<ul>\n<li>Assess Trustee assets and Beneficiary’s inherited assets for potential referral to Ascent Wealth Management. </li>\n</ul>\n<ul>\n<li>File organization and maintenance. </li>\n</ul>\n<ul>\n<li>Scan various documents to client server file and make copies for files.  </li>\n</ul>\n<ul>\n<li>Enter billable and nonbillable time in Abacus. </li>\n</ul>\n<ul>\n<li>Review monthly Prebills to ensure entries are clear and concise. </li>\n</ul>\n<ul>\n<li>Update on Lawcus all client information, file notes and important deadlines. </li>\n</ul>\n<ul>\n<li>Weekly staff meetings. </li>\n</ul>\n<ul>\n<li>Coordinating with support staff, as needed. </li>\n</ul>\n<ul>\n<li>Back-up phones for as needed. </li>\n</ul>\n<ul>\n<li>All other projects as assigned. </li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold\">Required Skills:</span> </p>\n<p><br></p>\n<p>Interpersonal skills including telephone and meeting etiquette; oral and written communication skills; comprehension of legal terminology; ability to issue spot complex issues; legal document drafting skills; strong attention to detail and organization; efficient in time management and administering and executing tasks; strong proofreading and grammatical skills; computer literacy, including, but not limited to Word and Excel; and, ability to maintain and handle sensitive and private client information. </p>\n<p><br></p>\n<p><span style=\"font-weight: bold\">Education/Training:</span> </p>\n<p><br></p>\n<ul>\n<li>High School Graduate </li>\n</ul>\n<ul>\n<li>Paralegal Certificate </li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold\">Physical and Environmental Conditions:</span> </p>\n<ul>\n<li>Requires time spent sitting (up to 70% of the workday). </li>\n</ul>\n<ul>\n<li>Some standing required and the ability to lift, carry and/or pull at least 15 pounds. </li>\n</ul>\n<ul>\n<li>Adverse movements required such as reaching overhead, bending, or crouching. </li>\n</ul>\n<ul>\n<li>Simultaneous/repetitive use of both hands is required for writing and typing. </li>\n</ul>\n<ul>\n<li>Excellent sensory skills are important (sight, hearing and speech). </li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold\">Driving Requirement</span> </p>\n<p>Possess a valid CA Driver’s License with valid car insurance and be able to drive to other work locations or to notarize for Clients, if needed. </p>",
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