Trust Paralegal Job at AppleOne, Calabasas, CA

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  • AppleOne
  • Calabasas, CA

Job Description

Job Description

Job Description

Trust Administration Paralegal needed for firm in Westlake Village. Responsible for daily activities of Trust Administration 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. In this role the Paralegal will work 3 days in office and 2 days from home.

Client Related Responsibilities:

• Analyze trust provisions following initial Trust Administration consultation and initiate preparation of “Trust Administration Attorney Summary” for completion by Lead Attorney’s review.
• Prepare and send Welcome Email to Trustee to develop relationship
• Preparation of Letter of Instruction to Trustee RE: Trust Administration Process.
• Preparation of TA Merge file, which includes preparation of the following documents:
• Authorization to Release Information.
• Certification of Trust.
• Notification by Trustee pursuant to PC 16061.7/15800 and cover letters to persons entitled to notice.
• Notice to the Director of Healthcare Services.
• Notice to Franchise Tax Board.

Must be a Certified Paralegal

Contact Lois Martin AppleOne Thousand Oaks

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
- transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
verify.uscis.gov/web/media/resourcesContents/E - Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

#1016

Company Description

This company offers growth and a great group of people to work with.

Job Tags

Temporary work,

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