Trust & Estate Paralegal

Saul Ewing LLP • Los Angeles, CA

3d • Hybrid

About The Position

The Trust & Estates Paralegal is familiar with California estate planning, trust, estate and probate laws, drafts legal documents, assists in discovery and trial readiness in litigation matters, handles trust and estate administration, drafts probate-related petitions (including judicial council forms and readying pleadings for filing), 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.

Requirements

• 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, e-discovery and trial preparation
• Capable of independently managing multiple projects
• 5+ years of experience working as a Trust & Estate paralegal with minimal supervision
• CA Paralegal certificate required

Nice To Haves

• Bachelor’s degree preferred
• Experience in either California Trust and Estate related litigation or administration preferred
• Experience with gift tax and estate tax returns preferred

Responsibilities

• Coordinate probate court filings and recordings, including research and familiarity with local rules
• Assist in Estate and Trust litigation matters to include document management, and preparing pleadings for filing and service, including Exhibits
• Assist in litigation discovery tasks
• 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

Benefits

• The pay for this position will be determined based on relevant skills, experience, education, external market data, internal equity, and other job-related factors.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree