Trusts & Estates Paralegal - Los Angeles, CA
3 days ago
We are seeking a highly skilled and experienced Trusts & Estates Paralegal to join our team at FutureRecruit. As a Trusts & Estates Paralegal, you will be responsible for providing exceptional support to our attorneys and clients in the areas of estate planning and trust administration.
Key Responsibilities- Prepare and review documents related to estate planning and trust administration
- Conduct legal research and provide recommendations to attorneys
- Communicate with clients and provide exceptional customer service
- Prepare accountings for estates and trusts
- Draft estate planning documents, including wills, living trusts, and asset transfers
- Assist with probate administration, including probate petitions and asset allocation
- Prepare federal and state individual and fiduciary income tax returns, gift tax returns, and estate tax returns
- 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
- Outstanding benefit packages and a people-first work environment
- Stable, growing company with tremendous opportunity for career advancement
- Competitive compensation and 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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