Under general supervision, the Transfer Paralegal I will be a trusted resource for both our internal teams and the families we serve by providing clear guidance on how to transfer cemetery property at all Forest Lawn locations. You’ll help ensure every transfer is handled accurately, compassionately, and in full compliance with California cemetery laws and Forest Lawn’s established policies and procedures.
What You'll Be Doing
- Explain the transfer process to all parties by answering all questions related to the transfer of ownership; either via telephone, email, or by meeting face-to-face
- Identify current cemetery property owners based upon Forest Lawn’s records of ownership and speaking with the owner(s) and/or family of the owner(s).
- Obtain detailed and legal information to initiate the transfer of ownership; including constructing detailed family trees to identify the Heir(s)-at-Law of deceased property owners.
- Perform data entry and verifies data entry in our Association’s internal record database pertaining to transfers of ownership.
- Provide and have careful consideration for individual circumstances.
- Identify, review, analyze, and resolve issues to make sound recommendations to all parties involved.
- Assist the Memorial Counseling department’s to review and validate Advance Health Care Directives.
- Gather notes and detailed information to prepare legal documents; such as Name Changes, Affidavits, Transfer Agreements, Certifications, etc.
- Obtain and verify notarized signatures to execute the transfer of ownership.
- Obtain complete documents for review by an attorney; such as Living wills, Trust Certifications, Trusts, Powers of Attorney’s, Certified Court Orders.
- Interface with the Legal department as necessary, to perform functions.
- Paralegals will also multi-task and perform a broad variety of customer service and clerical functions, all under strict timelines.