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