Trusts & Estates Paralegal

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 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 Contact regulatory bodies, clients, and court as needed Source Pro 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: Net Docs; BNA Forms.