Trusts And Estates Paralegal

Job Description

Please send resume should you be interested in the following Trusts and Estates Paralegal position located in Los Angeles. This is a full-time, direct-hire position with a salary between 120-140K plus OT and awesome benefits. Should you not be interested, please pass along to your colleagues as we do pay referral fees.

Title: Trusts and Estates Paralegal

Location: Los Angeles, CA (Century City)

Salary: $120-140K annually, depending on qualifications and experience.

Work Environment:4 days in office

Term: Permanent / Fulltime

Bachelors degree required: Preferred

Referral Fee: $500- should your referral start with our client

Minimum billable hour requirement: NO

Must have Paralegal Certificate OR Attorney Attestation

Minimum 7 years of experience

Familiarity with GEMS

Please send an updated resume in Microsoft Word format

MUST Have experience with estate (706) and gift tax (709) returns

The ideal candidate will have a minimum of seven years experience. The Private Wealth Paralegal will be responsible for primarily servicing high-wealth, high-profile clients on multi-million-dollar trusts & estates and probate matters. The successful candidate will be extremely empathetic and capable of offering the highest level of service to our clients and work well with attorneys, co-workers, clients and their advisors, such as accountants and financial planners. This role requires in-office attendance four times a week.

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 decedents assets, problem solve on how to address and administer decedents 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

Perform other duties as assigned

Qualifications

Minimum of seven years of solid trust & estate paralegal experience, along with a bachelors 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

#LI-CP1

Full-time