Trusts & Estates Paralegal - Los Angeles, CA

Posted 18 days ago

futurerecruitnetLos Angeles (CA)

Paralegals and Legal Assistants Offices of Lawyers

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About the role

Overview Trusts & Estates Paralegal - Full-time

Location: Los Angeles, CA

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

Responsibilities: 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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