What are the responsibilities and job description for the Legal Assistant/Paralegal - Trust Administration position at Gaw Estate Planning?
Job Title: Trust Administration Legal Assistant
Location: Napa, California
Company: Gaw Estate Planning
We are a dynamic and client-focused law firm specializing in estate planning, probate, and trust administration. With a commitment to delivering high-quality legal services and compassionate client care, our team is expanding, and we are seeking a detail-oriented and experienced Trust Administration Legal Assistant to join us.
This is not a remote position.
About Us: At Gaw Estate Planning, we pride ourselves on providing exceptional legal services tailored to the unique needs of our clients. Specializing exclusively in estate planning, our firm is committed to helping individuals and families protect their assets and ensure their wishes are honored. Our founding attorney is the author of widely used education material used by attorneys throughout California. He also speaks Statewide to attorneys and accountants about estate planning and trust administration. We offer a supportive and collaborative work environment where your contributions will make a meaningful impact.
Position Overview:
The Trust Administration Legal Assistant will support attorneys and fiduciaries with all aspects of post-death trust administration. The ideal candidate will be proactive, highly organized, and capable of managing multiple tasks and deadlines with accuracy and professionalism.
Key Responsibilities:
- Assist attorneys with the administration of trusts, including gathering and organizing asset information, drafting correspondence, and preparing required documents.
- Prepare and file legal documents, such as notices to beneficiaries, trust certifications, and preliminary and final trust accountings.
- Communicate with clients, financial institutions, and government agencies regarding asset valuations, title transfers, and related administrative matters.
- Coordinate with CPAs and financial advisors to facilitate trust funding and tax compliance.
- Manage deadlines for critical trust administration milestones, including tax filings and distribution timelines.
- Maintain organized files and case management systems in accordance with firm protocols and confidentiality standards.
Qualifications:
- Minimum of 2 years of experience working in a law firm, preferably in estate planning and trust administration.
- Excellent written and verbal communication skills.
- Proficiency in Excel preferred.
- High level of attention to detail and organizational skills.
- Ability to handle sensitive and confidential information with discretion.
- Team player with a positive attitude and a willingness to learn and grow.
- Paralegal certificate preferred but not required.
Benefits:
- Competitive salary commensurate with experience.
- Comprehensive health, dental, and vision insurance.
- Retirement plan with employer match.
- Paid time off and holidays.
- Opportunities for professional development and continuing education.
- A supportive and inclusive work environment in the heart of Napa Valley.
How to Apply: If you are looking to advance your legal career in a picturesque setting, we would love to hear from you! Please send your resume, cover letter, and references to info@gawestateplanning.com with the subject line "Trust Administration Legal Assistant Application."
Join Gaw Estate Planning and help us provide peace of mind to our clients through expert estate planning services. We look forward to welcoming you to our team!
Job Type: Full-time
Pay: $28.00 - $38.00 per hour
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
Salary : $28 - $38
