Chubb Law Firm PC · 17 hours ago
Estate Administration Coordinator
Folsom, CA
Full-time
Onsite
New Grad, Entry LevelChubb Law Firm PC is a boutique law firm in Folsom, California focusing on elder law and estate planning. They are seeking a detail-oriented Estate Administration Coordinator to manage the estate administration process, ensuring timely completion and a seamless client experience.
Elder CareLegalProfessional Services
Responsibilities
Manage the estate administration process from start to finish, ensuring timely completion of all steps
Manage multiple cases and deadlines in a fast-paced environment while ensuring accuracy and compliance
Communicate effectively with clients to gather information, provide updates, and address questions
Collaborate with team members to maintain workflow efficiency and resolve issues proactively
Review and organize documentation with accuracy and attention to detail
Identify process improvements and implement solutions to enhance client experience
Gather, organize, and manage information regarding the decedent's assets, liabilities, and beneficiaries
Prepare and submit state inheritance tax returns, inventories, and other tax-related filings
Communicate professionally with clients, beneficiaries, financial institutions, court personnel, and other parties involved in the administration process
Provide clients with updates on the progress of the administration process and address any questions or concerns
Prepare, proofread, and finalize correspondence and legal documents for attorney review
Prepare financial accountings and reports related to the administration of estates or trusts
Ensure compliance with deadlines and procedural requirements for court and tax filings
Collaborate with accountants and tax professionals to gather necessary information for tax filings
Assist in the valuation and liquidation of estate assets, including real property, investments, and other assets, and prepare and file necessary documents for asset transfers and title changes
Maintain strict confidentiality of all client and firm matters in accordance with firm policies
Qualification
Required
Manage the estate administration process from start to finish, ensuring timely completion of all steps
Manage multiple cases and deadlines in a fast-paced environment while ensuring accuracy and compliance
Communicate effectively with clients to gather information, provide updates, and address questions
Collaborate with team members to maintain workflow efficiency and resolve issues proactively
Review and organize documentation with accuracy and attention to detail
Identify process improvements and implement solutions to enhance client experience
Gather, organize, and manage information regarding the decedent's assets, liabilities, and beneficiaries
Prepare and submit state inheritance tax returns, inventories, and other tax-related filings
Communicate professionally with clients, beneficiaries, financial institutions, court personnel, and other parties involved in the administration process
Provide clients with updates on the progress of the administration process and address any questions or concerns
Prepare, proofread, and finalize correspondence and legal documents for attorney review
Prepare financial accountings and reports related to the administration of estates or trusts
Ensure compliance with deadlines and procedural requirements for court and tax filings
Collaborate with accountants and tax professionals to gather necessary information for tax filings
Assist in the valuation and liquidation of estate assets, including real property, investments, and other assets, and prepare and file necessary documents for asset transfers and title changes
Maintain strict confidentiality of all client and firm matters in accordance with firm policies
Strong organizational skills and ability to manage multiple priorities
Excellent verbal and written communication skills
Ability to learn quickly and adapt to changing processes
Solutions-oriented mindset with a proactive approach to problem-solving
Comfortable working independently and as part of a team
Preferred
Previous experience in the financial services industry or related field preferred
Company
Chubb Law Firm PC
Planning and administration is all we do.
Founded in 1996
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase