Position title
Trust and Estate Planning Paralegal
Description

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.

Responsibilities
  • 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.
Qualifications
  • 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.
Contacts

If interested and meet the requirements above, please submit your resume or reach out to:

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.

Employment Type
Full-time
Industry
Legal, Trust & Estates
Job Location
Los Angeles, CA
Working Hours
Hybrid Work Schedule
Base Salary
$85K-$120K Per year
Date posted
April 27, 2023
PDF Export
Export as PDF
Close modal window
Position: Trust and Estate Planning Paralegal

Loading...

Thank you for submitting your application. We will contact you shortly!