JOB TITLE: Paralegal - Trust & Estate
OFFICE LOCATION: Los Angeles, Orange County
DEPARTMENT: Transactional
REPORTS TO: Transactional Paralegal Manager
FLSA STATUS: Full time/Non-Exempt
POSITION SUMMARY:
The Trust & Estates Paralegal is familiar with California estate planning, trust, estate and probate laws, drafts legal documents, handles trust and estate administration, drafts probate-related petitions, and reviews and addresses probate notes. The Trust & Estates Paralegal will also prepare and review accountings and assist in the preparation of estate and gift tax returns.
ESSENTIAL FUNCTIONS AND JOB RESPONSIBILITIES:
• Coordinate probate court filings and recordings, including research and familiarity with local rules
• Prepare probate administration paperwork, including petitions, orders, etc.
• Assist with trust administration tasks
• Communicate with clients and professional advisors relating to coordination and gathering of information
• Prepare gift tax and estate tax returns.
• Prepare draft accountings in conformity with California Probate Code
• Prepare basic Estate Planning documents and assist with process through document signing
KNOWLEDGE AND SKILLS REQUIRED:
• Excellent communication skills, both written and verbal
• Strong attention to detail, organizational skills and effective time management
• Self-motivated, flexible, with exceptional follow-through skills
• Proficient in Microsoft Office suite
• Capable of independently managing multiple projects
EDUCATION AND EXPERIENCE REQUIREMENTS:
• 5+ years of experience working as a Trust & Estate paralegal with minimal supervision
• Bachelor's degree preferred
• CA Paralegal certificate required
• Experience in either California Trust and Estate administration required
• Experience with gift tax and estate tax returns preferred
• Self-motivated, flexible, with exceptional follow-through skills
ADDITIONAL INFORMATION:
• Individual in this position will provide additional assistance and support as directed by their supervisor.
• Candidate must be flexible and able to work in the Century City or Irvine office at a minimum 2-3 times a week.
• Job may require occasional travel to firm's other California office
• This job description is subject to change at any time.
COMPENSATION:
THE PAY FOR THIS POSITION WILL BE DETERMINED BASED ON RELEVANT SKILLS, EXPERIENCE, EDUCATION, EXTERNAL MARKET DATA, INTERNAL EQUITY, AND OTHER JOB-RELATED FACTORS. THE ANTICIPATED RANGE FOR THIS ROLE IS $110,000 TO $130,000 ANNUALLY.
