Trusts & Estates Paralegal

SourcePro Search•Los Angeles, CA

2d•Onsite

About The Position

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.

Requirements

5+ years of paralegal experience in a Trusts & Estates Practice Group at a mid-large law firm.
Excellent analytical and organizational abilities
Solid communication (both verbal and written) and interpersonal skills
Strong computer abilities and initiative
Proficiency in Windows 10 and Microsoft Suite
Experience with document management system
Proficient with Adobe Acrobat

Nice To Haves

Certification in Estate Planning
NetDocs
BNA Forms

Responsibilities

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