Trusts & Estates Paralegal - Los Angeles, CA

Los Angeles, California, United States | Hiring | Full-time

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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