Trusts & Estates Paralegal

JOB FUNCTION: Administrative Support
JOB TYPE: Direct Hire
LOCATION: Los Angeles, CA
COMPENSATION: $90k - $110k
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
As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO
Position ID: 141848