Estate Planning Specialist

2 weeks ago


Los Angeles, California, United States LHH Full time

Job Title: Estate Planning Specialist

Job Summary:

We are seeking an experienced Estate Planning Specialist to join our team in Brentwood, Los Angeles, CA. The ideal candidate will have a strong background in estate administration and be comfortable handling a range of paralegal tasks with accuracy and efficiency.

Key Responsibilities:

  • Review and summarize intake and estate planning documents.
  • Prepare initial drafts of pleadings, petitions, and probate documents.
  • Prepare and serve notice documents to interested parties and government agencies.
  • Analyze financial statements and prepare inventory and estate accountings.
  • Prepare real property transfer documents and related county forms.
  • Communicate and correspond with clients, opposing counsel, and formal agencies.
  • Utilize court online services to investigate case dockets, probate notes, and local rules.
  • File documents with the court, including e-filing and ex parte procedures.
  • Prepare case files for hearings and assist in coordinating hearing dates.
  • Assist with administrative tasks as needed within the office.

Requirements:

  • Paralegal Certificate and 2+ years of probate paralegal experience.
  • Organized and detail-oriented, with the ability to prioritize tasks and multitask efficiently.
  • Excellent written and verbal communication skills, including proofreading for spelling and grammar.
  • Strong proficiency in Adobe Acrobat and Microsoft Office (Outlook, Word, Excel).
  • Experience preparing Judicial Council forms using case management software (e.g., Smokeball).
  • Familiarity with analyzing financial statements and preparing estate accountings.
  • Quick learner with the ability to ask for guidance when needed.
  • Willingness to learn and adapt to changing court rules and procedures.


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