Trusts & Estates Paralegal
SourcePro SearchLos Angeles, California
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Career Development
Job Description
SourcePro Search is conducting a search for an experienced Trusts & Estates Paralegal for a top ranked law firm to be based out of their Los Angeles office. The Trusts & Estates Paralegal will be responsible for managing a heavy caseload, working in all phases of estate planning.What You'll Do:
- Prepare drafts for estate planning, probate, trust administration
- Manage estate planning and administration matters from inception to completion
- Filing of necessary documents with the court Draft estate documents such as wills, trusts, assignments, deeds, etc.
- Research title to real properties
- Prepare court documents for probate and trust matters
- Preparation of probate documents for the administration of an estate
- Administer probate and trust cases including preparation of trust administration documents i.e.
- Trust administration letter, affidavits, consents, real property transfer documents, etc.
- Prepare and review accounting for probate and estate matters
- Obtaining necessary information for tax preparation of estate and trust
- Prepare estate tax returns
- Research charitable status of named beneficiaries
- Prepare and arrange for revisions of departmental forms
- Maintain department referral and estates lists
- Maintain attorney information lists Assist in associate and other personnel training
- Prepare agendas for monthly meetings
- Coordinate client development events for internal team
- Contact regulatory bodies, clients, and court as needed
- Required Qualifications: 5+ years of paralegal experience in a Trusts & Estates Practice Group at a mid-large law firm.
- Additional qualifications include excellent analytical and organizational abilities, solid communication (both verbal and written) and interpersonal skills, strong computer abilities and initiative.
- Education Preferred: Bachelor’s Degree License and Certification Required: ABA Approved Paralegal Certificate
- Preferred: Certification in Estate Planning Computer/Software Knowledge
- Required: Proficiency in Windows 10 and Microsoft Suite, experience with document management system, proficient with Adobe Acrobat Preferred: NetDocs; BNA Forms.
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FAQs About Trusts & Estates Paralegal Jobs at SourcePro Search
What is the work location for this position at SourcePro Search?
This job at SourcePro Search is located in Los Angeles, California, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at SourcePro Search?
Employer has not shared pay details for this role.
What employment applies to this position at SourcePro Search?
SourcePro Search lists this role as a Full-time position.
What experience level is required for this role at SourcePro Search?
SourcePro Search is looking for a candidate with "Senior-level" experience level.
What benefits are offered by SourcePro Search for this role?
SourcePro Search offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at SourcePro Search?
You can apply for this role at SourcePro Search either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.