Trust Administration Paralegal

Woven Legal LLC•San Francisco, CA

1d•$30 - $30•Remote

About The Position

Join Woven Legal LLC as a Part Time Trust Administration Paralegal and embark on a fulfilling career path from the comfort of your own home. This fully remote position offers you the unique opportunity to work with a dynamic team dedicated to customer-centric solutions in the staffing industry. You'll engage with interesting legal cases, tackle challenges that foster your problem-solving skills, and contribute to impactful outcomes for clients. Located in San Francisco, CA, you will receive competitive compensation at $30/hour, making it an appealing option for those seeking a flexible work-life balance. Take the next step in your career and join a company that values abundant thinkers and upholds integrity in every engagement. Your journey as a Trust Administration Paralegal starts here. What does a Trust Administration Paralegal do? As a new Part Time Trust Administration Paralegal at Woven Legal LLC, you can expect a dynamic and engaging work environment. Your daily responsibilities will include assisting with the management of trust accounts, preparing legal documents, and conducting thorough research to support our clients’ needs. You will collaborate closely with attorneys and clients, ensuring timely communication and resolution of any issues that may arise. Your expected schedule will be Monday through Friday during Pacific Coast hours, providing a structured yet flexible routine that allows for effective time management. Daily tasks may also involve organizing case files, maintaining detailed records, and ensuring compliance with legal standards. As you settle into your role, you will develop essential skills and gain a deeper understanding of trust administration in a supportive and customer-focused setting. Does this sound like you? To excel as a Part Time Trust Administration Paralegal at Woven Legal LLC, you will need a specific set of skills and competencies. A strong understanding of trust administration and California regulations is essential, particularly in managing cases with values under 5 million. You should be adept at identifying potential issues and proactively calling attention to them, ensuring that deadlines are met and next steps are clearly outlined. Familiarity with software tools such as WealthCounsel and WealthTracks will be crucial for success in this role. You'll need the ability to conduct thorough research on legal issues and CA requirements related to trust administration. While litigation experience is not required, you may need to file petitions for probate or assist with spousal petitions. Additionally, knowledge of how to apply for Tax IDs for foreign beneficiaries and foundational estate planning (EP) skills will be beneficial, as will the capacity to work flexible hours and help develop system templates for efficiency. Are you ready for an exciting opportunity? If this sounds like the right job for you, don't wait - apply today to join our team. We look forward to hearing from you!

Requirements

strong understanding of trust administration and California regulations
adept at identifying potential issues and proactively calling attention to them
ensuring that deadlines are met and next steps are clearly outlined
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