FutureRecruit
Trusts & Estates Paralegal - Los Angeles, CA
FutureRecruit, Los Angeles, CA, United States
Trusts & Estates Paralegal - Full-time
Location: Los Angeles, CA
Required Qualifications:
Location: Los Angeles, CA
Required Qualifications:
- 5-8 years of experience in trusts & estates within a law firm environment
- Paralegal certificate required
- B.A. or B.S. desired
- Proficient in Microsoft Office Suite, especially Microsoft Word and Excel
- Experience with WealthCounsel, Lackner, ProLaw, and NetDocs
- Notary Public
- Excellent mathematical skills
- Strong analytical and problem-solving skills
- Legal research and technical writing skills, including proficiency with legal research tools
- Strong communication, interpersonal, and customer service skills
- Ability to work within deadlines and work on multiple tasks simultaneously
- Detail-oriented and highly organized
- Responsible for day-to-day tasks related to estate planning and trust administration
- Document preparation and review
- Legal research
- Communication with clients
- Preparation of accountings for both estates and trusts
- Drafting of estate planning documents, including wills, living trusts, irrevocable trusts, and asset transfers
- Assistance with probate administration including probate petitions, assessor forms, statutory notices, creation of sub-trusts, family settlement agreements, Rule 5.6 notices, and allocation of assets
- Preparation of federal and state individual and fiduciary income tax returns, gift tax returns, and estate tax returns
- Serves as liaison between firm, clients, advisors, and beneficiaries
- Outstanding benefit packages and a people-first work environment
- Stable, growing company with tremendous opportunity for career advancement
- Competitive compensation and benefits