Trusts & Estates Paralegal - Full-time
Location: Los Angeles, CA
Required Qualifications:
5-8 years of experience in trusts & estates within a law firm environment
Paralegal certificate required
B.A. or B.S. desired
Proficient in Microsoft Office Suite, especially Microsoft Word and Excel
Experience with WealthCounsel, Lackner, ProLaw, and NetDocs
Notary Public
Excellent mathematical skills
Strong analytical and problem-solving skills
Legal research and technical writing skills, including proficiency with legal research tools
Strong communication, interpersonal, and customer service skills
Ability to work within deadlines and work on multiple tasks simultaneously
Detail-oriented and highly organized
Job Description
Responsible for day-to-day tasks related to estate planning and trust administration
Document preparation and review
Legal research
Communication with clients
Preparation of accountings for both estates and trusts
Drafting of estate planning documents, including wills, living trusts, irrevocable trusts, and asset transfers
Assistance with probate administration including probate petitions, assessor forms, statutory notices, creation of sub-trusts, family settlement agreements, Rule 5.6 notices, and allocation of assets
Preparation of federal and state individual and fiduciary income tax returns, gift tax returns, and estate tax returns
Serves as liaison between firm, clients, advisors, and beneficiaries
Benefits:
Outstanding benefit packages and a people-first work environment
Stable, growing company with tremendous opportunity for career advancement
Competitive compensation and benefits
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