Trusts & Estates Paralegal
sourcepro searchLos Angeles (CA)
About the role
SourcePro Search is conducting a search for an experienced Trusts & Estates Paralegal for a top ranked law firm to be based out of their Los Angeles office.
The Trusts & Estates Paralegal will be responsible for managing a heavy caseload, working in all phases of estate planning.
What You'll Do: Prepare drafts for estate planning, probate, trust administration
Manage estate planning and administration matters from inception to completion
Filing of necessary documents with the court Draft estate documents such as wills, trusts, assignments, deeds, etc.
Research title to real properties
Prepare court documents for probate and trust matters
Preparation of probate documents for the administration of an estate
Administer probate and trust cases including preparation of trust administration documents i.e.
Trust administration letter, affidavits, consents, real property transfer documents, etc.
Prepare and review accounting for probate and estate matters
Obtaining necessary information for tax preparation of estate and trust
Research charitable status of named beneficiaries
Prepare and arrange for revisions of departmental forms
Maintain department referral and estates lists
Maintain attorney information lists Assist in associate and other personnel training
Prepare agendas for monthly meetings
Contact regulatory bodies, clients, and court as needed
SourcePro Search is conducting a search for an experienced Trusts & Estates Paralegal for a top ranked law firm to be based out of their Los Angeles office.
The Trusts & Estates Paralegal will be responsible for managing a heavy caseload, working in all phases of estate planning.
What You'll Do: Prepare drafts for estate planning, probate, trust administration
Manage estate planning and administration matters from inception to completion
Filing of necessary documents with the court Draft estate documents such as wills, trusts, assignments, deeds, etc.
Research title to real properties
Prepare court documents for probate and trust matters
Preparation of probate documents for the administration of an estate
Administer probate and trust cases including preparation of trust administration documents i.e.
Trust administration letter, affidavits, consents, real property transfer documents, etc.
Prepare and review accounting for probate and estate matters
Obtaining necessary information for tax preparation of estate and trust
Prepare estate tax returns
Research charitable status of named beneficiaries
Prepare and arrange for revisions of departmental forms
Maintain department referral and estates lists
Maintain attorney information lists Assist in associate and other personnel training
Prepare agendas for monthly meetings
Coordinate client development events for internal team
Contact regulatory bodies, clients, and court as needed
What You'll Bring
Required Qualifications:
5+ years of paralegal experience in a Trusts & Estates Practice Group at a mid-large law firm.
Additional qualifications include excellent analytical and organizational abilities, solid communication (both verbal and written) and interpersonal skills, strong computer abilities and initiative.
Education Preferred:
Bachelor’s Degree License and Certification Required: ABA Approved Paralegal Certificate
Preferred: Certification in Estate Planning Computer/Software Knowledge
Required:
Proficiency in Windows 10 and Microsoft Suite, experience with document management system, proficient with Adobe Acrobat Preferred: NetDocs; BNA Forms.
Before you apply
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