Trust and Estate Planning Paralegal
An established, national law firm is seeking a highly organized and detail-oriented Trust and Estate Planning Paralegal to provide support to attorneys in their Los Angeles office.
- Assist attorneys in drafting and reviewing legal documents, including wills, trusts, powers of attorney, and other related documents.
- Conduct legal research on trust and estate planning laws and regulations.
- Communicate with clients, including scheduling appointments, answering questions, and providing updates on case progress.
- Assist in the preparation of various reports, including asset summaries, beneficiary designations, and trust funding documentation.
- Help maintain the firm’s trust and estate planning files and databases.
- Prepare and file necessary documents with the court, including probate filings and trust administration.
- Participate in the preparation of tax returns and other tax-related matters.
- Assist with the management of client accounts and billing.
- Associate degree in paralegal studies or a related field.
- Bachelor's degree preferred.
- At least 3 years of experience as a paralegal in trust and estate planning.
- Strong organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Ability to work independently and manage multiple projects simultaneously.
- Proficiency in Microsoft Office, including Word, Excel, and Outlook.
- Knowledge of legal research tools, such as Westlaw and LexisNexis.
- Familiarity with estate and gift tax returns, fiduciary income tax returns, and estate planning software.
- Strong ethics and ability to maintain confidentiality.
If interested and meet the requirements above, please submit your resume or reach out to:
- Gloria Pacheco
- [email protected]
Matura Farrington is an EEOC employer and will consider qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring Ordinance and all other local, state, and federal laws.
Legal, Trust & Estates
Los Angeles, CA
Hybrid Work Schedule
$85K-$120K Per year
April 27, 2023