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Trust & Estate Paralegal

$90k - $120k

LHH

Salary Range: $90,000 – $120,000 annually (commensurate with experience) A well-established and growing legal practice is seeking an experienced Trust & Estate Paralegal to support its estate planning and administration team. This role offers the opportunity to work on sophisticated probate, trust administration, and tax matters within a collaborative, client-focused environment. Key Responsibilities Manage all phases of probate administration, including preparation and filing of petitions, inventories, accountings, and related court documents Support trust administration, including asset transfers, valuations, and distributions to beneficiaries Coordinate asset collection, communicate with financial institutions, and prepare summaries for tax reporting Assist with preparation of federal and state estate tax returns, fiduciary income tax returns, and gift tax filings Serve as a point of contact for clients, trustees, beneficiaries, and outside advisors Conduct research on tax regulations and compliance requirements Maintain organized electronic case files and monitor deadlines to ensure timely filings Qualifications 5+ years of experience in trust and estate administration, estate planning, or tax preparation Must have experience with gift tax fillings Paralegal certificate from an ABA-approved program required; bachelor’s degree preferred Background in accounting or tax is a plus Skills & Expertise Strong knowledge of probate procedures, fiduciary accounting, and tax filings Proficiency in Microsoft Office (Word, Excel, Outlook) and document management systems Experience with tax or accounting software preferred Exceptional attention to detail and accuracy Ability to manage multiple priorities and work independently Excellent written and verbal communication skills Professional, empathetic approach when working with clients in sensitive situations Medical, dental, and vision insurance 401(k) with employer contribution Generous paid time off and company holidays Life and disability insurance Professional development and continuing education support Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers #J-18808-Ljbffr LHH

Vacancy posted 5 days ago
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