Trusts & Estates Legal Assistant
2 weeks ago
Trusts & Estates Legal Assistant
Location: Encino, CA
Salary Range and Benefits: $70,000 to $90,000 per year, along with comprehensive benefits such as medical, dental, vision, etc.
Position Type: Full-time, Onsite, Direct Hire
LHH is partnering with a prestigious law firm specializing in high-wealth, high-profile trusts & estates and probate matters, in seeking an experienced and empathetic Trusts & Estates Legal Assistant. The ideal candidate should have a minimum of two years' experience in trust & estate law and possess exceptional organizational and interpersonal skills. As a Trusts & Estates Legal Assistant you will play a crucial role in servicing our high-wealth, high-profile clients. Your responsibilities will include:
Responsibilities:
Client Interaction: Meet with clients, trustees, family members, and communicate with beneficiaries to provide support and guidance.
Tax Compliance: Prepare estate and gift tax returns to ensure compliance with relevant tax laws.
Document Preparation: Draft and prepare a variety of legal documents, including deeds, asset spreadsheets, probate pleadings, and fiduciary accountings.
Estate Administration: Assist in the administration of probate estates and trusts, including asset allocation, asset transfers, and the sale of assets.
Legal Support: Draft trusts, wills, and related documents as needed to support our clients' needs.
Financial Coordination: Work closely with financial institutions, accountants, and appraisers to collect estate assets and financial information.
Guardianship and Conservatorship: Prepare and file petitions, accountings, and reports related to guardianship and conservatorship proceedings.
General Support: Perform other duties as assigned by attorneys to support our clients effectively.
Qualifications:
Experience: Minimum of two years' experience as a trust & estates paralegal.
Detail-Oriented: Strong attention to detail, proactive, dependable, and highly organized.
Technical Skills: Excellent math and computer skills, including proficiency with legal software.
Analytical Skills: Strong problem-solving and analytical skills.
Communication: Clear and concise communication skills, both written and verbal.
Legal Knowledge: Familiarity with probate processes, rules, and judicial council forms.
Location: Ability to work in the Los Angeles office four times a week.
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