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Estates Assistant Jobs (NOW HIRING)

Monica Shea

Real Estate Assistant

Colorado Springs, CO · On-site

$40K - $60K/yr

Description REAL ESTATE ASSISTANT WITH FOCUS ON CLIENT CARE & TRANSACTION COORDINATION We are looking for a warm, organized, dependable person to become an important part of our real estate team and ...

Fisher & Fisher, Attorneys at Law

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Wills and Estates Legal Assistant

Fort Walton Beach, FL · On-site

$18 - $24/hr

Busy ESTATE PLANNING LAW FIRM seeking experienced legal assistant. Candidate will assist with preparation of estate planning documents, verify information with clients by phone, prepare and maintain ...

EXP Realty

Real Estate Assistant

Bloomfield Hills, MI · On-site

$15 - $25/hr

A reliable and organized assistant to help support the daily operations of the business. The role would involve helping manage schedules, organizing emails and documents, assisting with real estate ...

Real Estate Transaction Coordinator

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Real Estate Transaction Coordinator

Fredericksburg, VA · On-site

$50K - $60K/yr

Established, high-volume real estate operation in the Fredericksburg area is seeking an experienced Real Estate Assistant / Transaction Coordinator to support day-to-day transaction management and ...

Veteran-friendly

Urgent

Real Estate Transaction Coordinator

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Real Estate Transaction Coordinator

Fredericksburg, VA · On-site

$50K - $60K/yr

Established, high-volume real estate operation in the Fredericksburg area is seeking an experienced Real Estate Assistant / Transaction Coordinator to support day-to-day transaction management and ...

Veteran-friendly

Urgent

HRBoost

Showing Assistant (Real Estate)

Chicago, IL · On-site

Start in Real Estate as a Showing Assistant | Ani Real Estate Location: Chicago Metro Area Type: Independent Contractor (Part-Time / Flexible) Looking to get into real estate but not sure where to ...

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Estates Assistant information

What are the key skills and qualifications needed to thrive as an Estates Assistant, and why are they important?

To thrive as an Estates Assistant, you need strong organizational skills, attention to detail, and a basic understanding of facilities management, often supported by relevant experience or a certificate in property or facilities management. Familiarity with property management software, maintenance scheduling tools, and Microsoft Office is typically required. Excellent communication, problem-solving abilities, and a proactive approach help you stand out in this role. These skills are crucial for ensuring properties are well-maintained, issues are addressed promptly, and stakeholders' needs are effectively managed.

What are some common challenges faced by an Estates Assistant, and how can they be managed effectively?

Estates Assistants often juggle a variety of tasks, such as coordinating maintenance requests, managing administrative duties, and supporting facilities management teams. A common challenge is balancing competing priorities, especially during busy periods or when urgent issues arise. Effective time management, strong organizational skills, and clear communication with team members and external contractors are key to overcoming these challenges. Proactively seeking clarification on tasks and using scheduling tools can also help manage workloads and ensure smooth operations.

What are Estates Assistants?

Estates Assistants are professionals who support the management and maintenance of buildings, facilities, and grounds within an organization, such as a university, hospital, or corporate estate. Their duties often include administrative tasks, coordinating repairs, assisting with health and safety checks, and supporting the estates or facilities management team. They play a key role in ensuring that premises are safe, functional, and well-maintained. Estates Assistants may also liaise with contractors, help with the organization of moves or refurbishments, and keep accurate records of maintenance activities.
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Trust & Estates Paralegal

Trust & Estates Paralegal

Integr8staff

Los Angeles, CA • Hybrid

Full-time

Posted 13 days ago

Job description

Job Title – Trust & Estates Paralegal
Company Location – Los Angeles, CA
On-site, Full Time, Hybrid 2 Days Remote/ Week
Salary Range; $135k, DOE
Job Summary of the Trust & Estates Paralegal position
Integr8staff seeks an experienced Trust & Estates Paralegal assist the attorneys in all aspects of trust and estates matters.
Responsibilities of the Trust & Estates Paralegal position
Assist clients with estate planning, trust administration, and related transactions, drafting estate planning and trust funding documents.
Prepare real estate transfer documents; and assisting with probate and trust litigation pleadings.
Prepare estate tax returns, compiling and organizing supporting documentation, establishing and maintaining business entities (including limited liability companies and nonprofit corporations).
Participate in client meetings and provide general support on related matters within the Trust & Estates practice.
Assist with planning documents and funding of assets (deeds / transfers of accounts /
beneficiary changes / property tax reassessment exemptions and reporting requirements).
Prepare and maintain documents relating to court accountings, trust administration and
probate administration.
Prepare and administer estate plan critical dates and checklists.
Track and assist with review of due diligence and trust and estate documents.
Participate in conference calls and assist in meetings with clients.
Prepare clear and concise correspondence and memorandum.
Assist with preparing initial draft pleadings, correspondence and planning documents for
attorney review.
Collect supporting information for and assist with preparing draft estate tax returns for
attorney review.
Prepare initial documents establishing corporate and limited liability entities, including
non-profit corporations, and amendments to and maintenance of existing entities for
attorney review.
Prepare draft agendas and exhibits for client and board meetings for attorney review and
take notes at meetings.
Work with team to keep client files updated and oversee to ensure pleadings, signed
documents and correspondence are organized and filed properly.
Requirements of the Trust & Estates Paralegal position
A bachelor's degree or some college is preferred.
An ABA-approved paralegal certification is required.
At least 5 years' experience working as a Trust & Estates Paralegal for a law firm.
Ability to handle multiple projects with changing priorities while working independently in a fast-paced environment.
Ability to work overtime, evenings, and weekends, as needed.
Possess excellent spelling, grammar, and punctuation skills.
Must have proficiency in Windows 10, Microsoft Outlook, Excel, PowerPoint, Adobe Acrobat Professional, Zoom, and Teams. 
Experience with Westlaw, iManage or another similar document management system
is required.
Probate experience is a plus
Notary commission a plus.
Updated resume is required for consideration.  Only Local candidates will be considered - Position does not offer relocation or visa sponsorship.