Trusts and Estates Paralegal

The LA office of a global law firm is seeking an experienced Trusts and Estates Paralegal to support their Private Wealth Department. A minimum of seven years' experience of solid trust & estate paralegal experience 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 seven years' of solid trust & estate paralegal experience, along with a bachelor's 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