Overview

Trust & Estates Paralegal Jobs in Los Angeles, California, USA at Plona Partners

** Trust & Estates Paralegal

Am Law
100

*** Los Angeles, CA

***** $100,000 – $150,000

Onsite ** Hybrid 3 Days a week

As a Paralegal, your duties and responsibilities may include the *

Preparation of gift and estate tax returns

Managing a variety of Probate Division cases, including probate cases, trust petitions, and occasional guardianship and conservatorship matters, from start to finish

Calendaring cases and advise attorneys of upcoming deadlines, etc.

Handling post-mortem administration issues, including required notices, real estate filings, etc.

Handling occasional trust & will drafting as needed

Qualifications

Bachelor’s degree

California notary license, preferred

Thorough knowledge of the
**** probate administration and documentation, trust administration and documentation, and preparation or supervision of accountings

Experience with 706 & 709 preparation, probate division case filing and management, trust and will drafting, and trust funding and asset management, is preferred

Proficiency in Microsoft Office suite, especially Word and Excel

Outstanding organizational, administrative, and communication (oral and written) skills

Possess high attention to detail, a strong work ethic and is self-motivated

Demonstrate ability to prioritize, meet deadlines, efficiently multi-task and produce a high-end work product in a fast-paced environment;

Team-oriented mindset

Handle confidential and sensitive information with the appropriate discretion, and,

Ability and willingness to work overtime and travel

Title: Trust & Estates Paralegal

Company: Plona Partners

Location: Los Angeles, California, USA

Category: Law/Legal (Legal Secretary), Administrative/Clerical (Legal Secretary)

 

Upload your CV/resume or any other relevant file. Max. file size: 800 MB.