Trust and Estate Paralegal

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 and Job Responsibilities:

• 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.