Trust Administration Paralegal

Statement of Purpose:

The Trust Administration Paralegal must accurately and efficiently administer trusts and estates. This person will be a well-spoken, motivated, organized, and friendly individual with a genuine desire to help families through an extremely difficult time.  

The applicant will be a hard-working professional able to manage the multitude of paperwork and legal documents that come with settling an estate. This person must also have the capability of working with a high degree of attention to detail and must be able to work diligently under pressure. 

Objectives, tasks, duties, functions & responsibilities:

• Meet with clients, take phone calls, answer emails.
• Call various financial institutions, life insurance companies, and financial advisors.
• Draft documents, deeds, correspondence to clients, beneficiaries, Agreement and Release forms, etc.
• Research properties, confirming ownership.
• Coordinate distribution for beneficiaries.
• Record deeds / mortgages / release of mortgage.

Education Required: Bachelor’s Degree or equivalent in work experience

Qualifications / Specific Skills required: .

• At least 1 year of experience in Probate / Trust Administration
• Proficient in all Microsoft office programs
• Excellent communication skills both verbal and written

Work Location: Grand Rapids, possibly other office locations (Portage, Norton Shores, and Holland as needed and infrequently)

**This job description is not intended to represent a complete, comprehensive list of all duties and responsibilities. There may be unplanned activities and other duties assigned.