Trust & Estate/Probate Paralegal

Law firm located in Century City is seeking a Trust & Estate/Probate Paralegal to join their office.

Responsibilities:

Completes the preparation of Wills, Trusts and other estate planning forms as directed by attorneys

Organizes assets and coordinates trust funding

Prepares real property deeds and related documents, marshal assets, and organize/index documents

Assists in the preparation of federal estate and gift tax returns

Prepares fiduciary accounting; prepares file probate forms and manages dockets

Prepares petitions for probate, trust-related documents, pleadings, and declarations with applicable courts

Qualifications & Prior Experience:

Bachelor’s Degree and paralegal certification compliant with the State Bar of California Business and Professions Code

6450 required

At least (5) years of experience and be able to handle all aspects of estate planning and trust administration

Proficiency with Windows-based software and Microsoft Word, Excel and Outlook are required

Please submit your resume to be considered.

Related Post