JOB TYPE: Direct Hire
LOCATION: Los Angeles, CA
REMOTE / ONSITE: Hybrid
POSTED: May 1, 2024
Our client is a growing law firm in downtown Pittsburgh. This organization specializes in nearly all facets of law and has been experiencing steady growth for over 10 years. They are looking to add a Trusts & Estates Paralegal to their team.
Salary/ Hourly Rate:
$90k – $110k Commensurate with expertise and previous experience
Position Overview:
Our client is seeking to hire a Trusts & Estates Paralegal with 5 – 8 years of experience in estate planning and trust administration to work in their Los Angeles (Westwood) office. The Trusts & Estates Paralegal will be responsible for day-to-day tasks related to estate planning and trust administration including document preparation and review, legal research, and communication with clients. The Trusts & Estates Paralegal will work an 8-hour shift from Monday to Friday.
Responsibilities of the Trusts & Estates Paralegal:
- Preparation of accountings for both estates and trusts
- Drafting of estate planning documents, including wills, living trusts, irrevocable trusts and asset transfers
- Assisting with probate administration including probate petitions, assessor forms, statutory notices, creation of sub-trusts, family settlement agreements, Rule 5.6 notices, and allocation of assets
- Preparation of federal and state individual and fiduciary income tax returns, gift tax returns, and estate tax returns
- Serving as the liaison between the firm, clients, advisors, and beneficiaries
Qualifications for the Trusts & Estates Paralegal:
- 5 – 8 years of experience in trusts & estates within a law firm environment
- Proficient in Microsoft Office Suite, especially Microsoft Word and Excel.
- Experience with WealthCounsel, Lackner, ProLaw, and NetDocs are a plus
- Notary Public is a plus
- Excellent mathematical skills
- Strong analytical and problem-solving skills
- Legal research and technical writing skills, including proficiency with legal research tools
- Strong communication, interpersonal, and customer service skills
- Ability to work within deadlines and work on multiple tasks simultaneously
Education Requirements:
- Paralegal certificate is required Bachelor’s degree is desired
Benefits:
- Client-provided benefits available, upon eligibility
EOE/M/F/D/V/SO