TRUST ADMINISTRATION LEGAL ASSISTANT/PARALEGAL

What You’ll Do

You will support the attorney with trust administration, and be the friendly, calming voice clients interact with. Responsibilities include:

Drafting trust administration documents under supervision
Handling deed work (quitclaim deeds, county recorder/assessor filings)
Preparing and sending post-death administration documents
Assembling estate planning documents and binders for signing meetings; scanning and filing documents
Serving as first contact for clients: answering phones, welcoming drop-ins, listening to their issues, smoothing out concerns
Scheduling signings, follow-ups, and meetings with the attorney
Closing out files and preparing all letters, affidavits, certifications, notices, IRS and Assessor docs, etc.

Who You Are (Skills & Personality)

We’re looking for someone with:

A warm, professional manner — you enjoy talking to people, are empathetic, good at listening, and can put potential clients at ease
Excellent phone skills: clear voice, good tone, persuasive when needed (for example, helping clients see the value in a $500 initial consultation)
Strong communication (verbal & written), grammar, and proofreading skills
Highly organized, detail-oriented, good at juggling tasks and deadlines
Reliable, professional, able to handle confidential information with discretion
Flexible and adaptable; comfortable under pressure or with changing priorities
Tech-savvy: experience with AI, Google Office suite and tools; Microsoft Office; legal document tools; scanning, formatting, preparing legal paperwork

Experience & Education

Associate’s degree or higher
Two Years + Prior experience in estate planning, trusts & estates, elder law, or similar fields is a must
Very important: the soft skills — strong interpersonal, phone, and client communication — are essential

Compensation

How to Apply

Send your resume and a COVER LETTER as a PDF
In your cover letter, please share details about your prior trust administration experience and how you handle phone calls, listening to someone’s problem, and helping them to take action
If you don’t have relevant experience, please do not apply (so we can focus on people who match most of the criteria)
No staffing agency submissions, please

Job Type: Full-time

Pay: $25.00 - $50.00 per hour

Expected hours: 40 per week

Benefits:

Ability to Commute:

Ability to Relocate:

Work Location: In person

Kaiden Elder Law Group, PC

Latest Jobs