Trusts & Estates Paralegal

4 weeks ago


Los Angeles, California, United States Atrium Full time
Job Title: Trusts & Estates Paralegal

Atrium, a woman-owned firm, is seeking a seasoned Trusts & Estates Paralegal with 5-8 years of experience in estate planning and trust administration to work in our Los Angeles (Westwood) office.

Job Summary:

The Trusts & Estates Paralegal will be responsible for day-to-day tasks related to estate planning and trust administration. This includes document preparation and review, legal research, and communication with clients and partners.

Responsibilities:
  • 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 the firm, clients, advisors, and beneficiaries
  • Filing documents with local, state, and federal courts (including e-filing)
  • Assisting with trial preparation
  • Review of attorney billing
  • Revisions and calendaring of meetings and court dates
  • Scheduling travel
Qualifications:
  • 5 to 8 years of experience in trusts & estates within a law firm environment
  • 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
Education Requirements:
  • Paralegal certificate is required
  • Bachelor's degree is preferred
Benefits:
  • Full Healthcare offered

Atrium is an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation, and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship, or any other characteristic protected by law.



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