T&E Paralegal-Private Wealth

T&E Paralegal-Private Wealth2 – Los Angeles, CA –

Summary

Large L.A. law firm is looking for an experienced Trusts and Estates Paralegal to support the Private Wealth Department. Hybrid job.

The ideal candidate will have a minimum of (7) 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.

We are offering a highly competitive compensation package with exceptional benefits. If you are looking to work in a friendly, collaborative environment that affords unique opportunities to expand your professional development, this role is for you.

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 decedent’s assets, problem solve on how to address and administer decedent’s 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 (7) seven years’ of solid trust & estate paralegal experience, along with a bachelor’s degree and a paralegal certificate or equivalent

Experience preparing estate (706) and gift tax (709) returns required

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

ADA Requirements

Ability to sit at a desk most of the working day and walk short distances

Needs manual dexterity, speed and accuracy in handling office equipment

Ability to work efficiently and accurately in an atmosphere of frequent interruption

Ability to work in close proximity to other individuals

Ability to carry light objects, e.g., files, small objects and supplies a short distance

Must be able to lift, carry and move objects up to 20 lbs.

Non-Exempt