Probate/Trust administration paralegal

1 week ago


Beverly Hills, California, United States Asked + Answered Full time

Probate/Trust Administrator Paralegal

Our client is seeking an experienced Probate/Trust Administrator for a full-time, direct-hire position. This role is ideal for a detail-oriented professional who excels in managing complex estate and trust administration matters with accuracy and care.

Role Details
:

  • Schedule: Full-time, direct-hire role
  • Compensation: $100,000–$110,000 (six-figure compensation package)

Key Responsibilities:

  • Prepare and file probate petitions and supporting documents
  • Manage trust administration matters, including accountings, distributions, and trust termination documents
  • Prepare fiduciary accountings and assist with estate tax returns (Form 706) and gift tax returns
  • Coordinate with attorneys, beneficiaries, CPAs, financial advisors, and fiduciaries
  • Maintain organized case files and ensure full compliance with court requirements and deadlines

Qualifications
:

  • 6+ years of probate and trust administration experience
  • Strong knowledge of probate procedures, estate tax returns, trust accountings, and related filings
  • Ability to work independently, manage multiple matters, and meet strict deadlines
  • Excellent communication skills and exceptional attention to detail
  • Proficiency with Microsoft Office and legal practice management software

This is an excellent opportunity for an experienced probate/trust professional seeking a stable, full-time position with a respected firm. Apply today to be considered.

Our interview process includes skills + knowledge testing as well as multiple interviews.

We do not respond to third-party recruiter emails.



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