Trust Administration Paralegal

Job Description

Job Description

We are looking for an experienced Probate or Trust Administration Paralegal to join our Estate Planning Team. This team member will assist the attorneys and trustees with managing and settling a trust after someone passes away.

$25 - $32 hourly

• ASSET MANAGEMENT: Identify, gather, inventory, and help the trustee value the assets held within the trust.

• DOCUMENT REVIEW: Read and interpret the trust agreement and wills alongside the attorney to ensure the proper execution of the grantor's wishes.

• FINANCIAL ACCOUNTING ASSISTANCE: Assist with preparing trust accountings, track income, expenses, and distributions.

• TAX PREPARATION COORDINATION: Coordinate Tax Preparation with the accountant.

• TRUSTEE COMMUNICATION: Serves as point of contact for trustees, fielding questions and coordinating with the attorney.

• BENEFICIARY COMMUNICATION: Serves as point of contact for beneficiaries, sending required notices and managing asset distribution paperwork.

• CALENDARING: Calendar and Coordinate Estate tasks and deadlines.

• TRACKING: Document Estate Activities in Case Management Software.

• REPORTING TO ATTORNEY: Communicate status updates to the Attorney.

• Experience in trust administration or probate law, ensuring smooth management and settlement of trusts.
• Ability to interpret and apply trust agreements and wills, aligning with the grantor's intentions.
• Proven track record of managing asset inventories and valuations within a trust context.
• Strong skills in financial accounting, including tracking income, expenses, and distributions.
• Experience coordinating tax preparation activities with accountants, ensuring compliance and accuracy.
• Excellent communication skills to serve as a liaison between trustees, beneficiaries, and attorneys.
• Proficiency in using case management software for documenting estate activities and tracking deadlines efficiently.

We are a fast-growing law practice focused on Estate Planning and Trust Administration in Norman, Oklahoma. We provide a unique experience for clients through the use of a highly advanced system for delivering estate planning services. Our strategy develops long-lasting, supportive relationships with the clients we serve and their families. We hope that through those relationships, clients will live better lives, have better relationships within their own family and community, and that their family will have a smoother transition if the client becomes disabled or upon the client's death.