Estate Administration Coordinator
Company: The Chubb Law Firm
Location: Folsom
Posted on: April 2, 2026
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Job Description:
We are seeking a detail-oriented and proactive Estate
Administration Coordinator to join our team. This role goes beyond
simply completing forms—it requires someone who can understand the
entire estate administration process, keep projects moving forward,
and ensure a seamless experience for clients. The ideal candidate
will be solutions-driven, highly organized, and capable of learning
and growing within the role. This role would be a great fit for
someone with a financial, banking, legal or other related interests
or background. Please also submit a cover letter along with your
resume when applying. Key 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. Qualifications Previous
experience in the financial services industry or related field
preferred. 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. Compensation based on experience Who We Are Chubb Law Firm PC
is a boutique law firm in Folsom, California focusing on elder law,
special needs, and modern estate planning and administration (no
litigation). Every day, we help people protect everything they have
and everyone they love by creating custom plans for modern families
and creating peace of mind. We believe in persistence, trust, and
relationships. Our mission is to help people and bring them peace
of mind during times that can be very chaotic.
Keywords: The Chubb Law Firm, Reno , Estate Administration Coordinator, Accounting, Auditing , Folsom, Nevada
