Trust and Estate Paralegal

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

• 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.