Trusts & Estates Paralegal needed to join an established and respected firm based in Century City. This role will assist attorneys with estate planning, trust and estate administration, and related tax and transactional matters. The ideal candidate takes ownership of their work and can manage multiple matters independently in a fast-paced environment while communicating clearly with attorneys and clients.
Trust & Estates Paralegal day-to-day duties include:
- Assist with all aspects of post-death trust administration, including the preparation of notices, assessor forms, subtrust documents, asset allocation and transfer documents, and other related filings.
- Assist with trust funding and the transfer of assets, including real property, business interests, and financial accounts.
- Prepare deeds and other documents related to the transfer of real estate and other assets.
- Review trust and probate accountings.
- Review and prepare federal estate and gift tax returns (Forms 706 and 709).
- Prepare and handle Heggstad Petitions and other Trust Petitions for filing with Probate Court from start to finish.
- Prepare and handle Probates from start to finish.
- Prepare and file California Form BOE-100-B for legal entities.
- Draft estate planning documents including wills, revocable and irrevocable trusts, powers of attorney, and ancillary documents.
- Apply your organizational skills and attention to detail to retrieve, review, and maintain client and matter files.
- Conduct legal and factual research related to assigned matters.
Qualified Trust & Estates Paralegals should have:
- Minimum 5 years of experience as a Tax, Trusts & Estates Paralegal at a law firm.
- Ability to work hybrid-remote in their Century City office (3-4 days a week after initial training)
- Four-year college degree or equivalent.
- ABA approved paralegal certificate.
We are targeting candidates in the 120-150k range depending one experience.
