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Trusts & Estates Paralegal

2 months ago

Los Angeles, United States Corporate Solutions Tech Full time
Job DescriptionJob DescriptionWhat you will be doing:
  • 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
Experience you will need:
  • 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 a plus
  • Notary Public a plus
  • 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