Trust and Estate Paralegal

Trust & Estate Paralegal

Are you an experienced paralegal with ample trust and estate planning experience interested in a permanent, full-time job opportunity in Los Angeles, CA? You will be handling all aspects the trust and estate administration process. This will include drafting, formatting, and reviewing legal documents and correspondence, including inventories, asset allocation agreements, Judicial Council forms, asset transfer documents, probate pleadings, Spousal property petitions, Heggstad petitions, fiduciary reports, grant deeds, trust transfer deeds, and supporting documentation as needed. You must have experience with 706 and 709?s along with current experience with estate and gift tax return experience. You will also organize and analyze asset information, assist with the valuation of assets and strategizing proper allocation to sub trusts, act as a liaison between clients and attorneys , and assist with Estate and Gift Tax return prep. Are you someone who exhibits high attention to detail, excellent communication skills, and the ability to constantly reprioritize an ever-shifting workload on the fly? This is a great opportunity for someone with an independent work style who does not require a lot of hand holding. If this sounds like you, apply today for this amazing opportunity to advance your career!

Qualifications:

  • 10+ years of trust & estates legal assistant or paralegal experience
  • Must be familiar with 706/709 local court rules and procedures
  • Strong computer proficiency, including MS Office (Word, Outlook, and Excel)
  • Solid organizational and multi-tasking skills with high attention to detail
  • Great written and verbal communication skills

If you are a qualified trust & estate legal assistant or paralegal interested in stepping up your career, please apply today! To see additional job opportunities across the country, check out www.specialcounsel.com

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