Trusts and Estates Paralegal
3 weeks ago
LHH Recruitment Solutions is seeking a Trusts and Estates Paralegal to support their Private Wealth Department. This is a permanent opportunity.
Responsibilities:
- Meet with clients, trustees, and family members and communicate with beneficiaries.
- Prepare estate (706) and gift tax (709) returns.
- Prepare deeds, asset spreadsheets, and probate pleadings.
- Prepare documents in connection with probate of wills and/or commencing administration proceedings, including drafting pleadings such as inventories, petitions for distribution, intermediate reports, petitions to close estates, and waivers of account.
- Prepare Judicial Council Forms for Trust Proceedings and Probate Proceedings.
- Familiarity with administration and court procedures for LASC, SDSC, OCSC, etc.
- Prepare required fiduciary accountings for probate estate and trust administration.
- Prepare allocation of assets to beneficiaries and/or respective sub-trust.
- Prepare and transmit all necessary papers to transfer assets, including stock transfer documents, recording of real estate papers, and transferring title to motor vehicles.
- Prepare documents for the sale of assets, including deeds, deeds of trust, promissory notes, and settlement sheets.
- Ability to handle administration of decedent's assets, problem solve on how to address and administer decedent's assets re title issues and other roadblocks.
- Correspondence with financial institutions to collect estate assets; work with appraisers for appraisal for real or personal property; obtain financial information on closely held corporations, partnerships, and sole proprietorships from accountants.
- Preparing and filing petitions and ongoing accountings and reports related to guardianship and conservatorship proceedings.
- Draft trusts, Wills, and ancillary estate planning documents.
Qualifications:
- Minimum of seven years of solid trust & estate paralegal experience.
- Bachelor's degree and a paralegal certificate or equivalent.
- Must have strong attention to detail, proactive, dependable, and extremely organized.
- Excellent math and computer skills.
- Strong problem-solving analytical skills.
- Strong proofreading and clear and concise communication skills.
- Knowledge of probate and trust administration process and rules and use of judicial council forms.
- Ability to work in the Los Angeles office four times a week.
Salary:
The salary range is $130,000 - $145,000 per year.
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